Defined Benefit (Pension) · DOL Form 5500 · 2023
United Food and Commercial Workers Employers Pension Plan Pension Plan
Data updated 2026-08-25
- $475M
- Total assets Above avg plan size
- 278
- Participants Below avg headcount
- 97th
- Percentile by assets National rank
- $1.7M
- Avg per participant High balance/head
Official DOL plan name: United Food and Commercial Workers Unions and Employers Pension Plan · Sponsored by United Food and Commercial Workers Employers Pension Plan · Wisconsin · Retail Trade
$475M in assets, 278 participants
United Food and Commercial Workers Employers Pension Plan's United Food and Commercial Workers Unions and Employers Pension Plan reported $475M in total assets and 278 participants in its 2023 DOL Form 5500 filing, ranking in the 97th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #8,273 in Retail Trade (8,414 peers)
Coverage in Wisconsin
United Food and Commercial Workers Unions and Employers Pension Plan covers 278 participants in Wisconsin, about 49% of the average Wisconsin filer (state average ~563 per filing). Assets: $475M.
- #8,273
- in Retail Trade (8,414 peers)
- +5.4%
- assets growth YoY
- 4.8×
- vs typical plan assets (national mean)
United Food and Commercial Workers Unions and Employers Pension Plan's outsized position by total assets
United Food and Commercial Workers Unions and Employers Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$474,665,346 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
United Food and Commercial Workers Unions and Employers Pension Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Food and Commercial Workers Unions and Employers Pension Plan sits mid-pack in the medium band (278 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Food and Commercial Workers Unions and Employers Pension Plan reported net income rose from -$28M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- United Food and Commercial Workers Unions and Employers Pension Plan end-of-year assets rose from $450M in the plan year 2022 filing to $475M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 396069053 · United Food and Commercial Workers Employers Pension Plan PY 2023 · Defined Benefit (Pension)
United Food and Commercial Workers Unions and Employers Pension Plan · $475M · 278 · 97th
- BOY $475M
- SCH 278
- EBSA 97th
- PART Defined Benefit (Pension)
- TYPE near American Cancer Society, Inc. Retirement Annuity Plan
- NET ind #8273
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Wisconsin →
United Food and Commercial Workers Unions and Employers Pension Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $450M |
|---|---|
| Net Assets (End of Year) | $474M |
| Net Income | $25M |
| Employer EIN | 396069053 |
| Plan Effective Date | 1963-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Food and Commercial Workers Employers Pension Plan)
Sponsor-wide plan assets over time
All United Food and Commercial Workers Employers Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $475M 5.448120172501372% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 278 | $450M |
| 2023 | 1 | 278 | $475M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,348
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.3B · 9,960
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,368
- Harley-Davidson Retirement Plan $1.9B · 1,560
- Rockwell Automation Pension Plan $1.8B · 2,136
United Food and Commercial Workers Unions and Employers Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is American Cancer Society, Inc. Retirement Annuity Plan in GA ($475M); by covered participants it is Alliance Coal, LLC & Aff. Pension Plan for Coal Employees in OK (278 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($475M here).
- American Cancer Society, Inc. Retirement Annuity Plan (GA) $475M · 1,306
- Grant Thornton LLP Employees' Retirement Plan (IL) $476M · 7,078
- Ironworkers National Pension Plan (IL) $476M · 2,555
- St. Lukes Health Network Pension Plan (PA) $476M · 2,382
Similar participant headcount
Nearest other-state filings by covered participants (278 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.