Defined Benefit (Pension) · DOL Form 5500 · 2023
Trustees of Ufcw Unions & Employers Midwest Pension Fund Pension Plan
Data updated 2026-08-25
- $1.9B
- Total assets Very large vs avg
- 1,626
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: United Food and Commercial Workers Unions & Employers Midwest Pension Fund · Sponsored by Trustees of Ufcw Unions & Employers Midwest Pension Fund · Illinois · Retail Trade
$1.9B in assets, 1,626 participants
Trustees of Ufcw Unions & Employers Midwest Pension Fund's United Food and Commercial Workers Unions & Employers Midwest Pension Fund reported $1.9B in total assets and 1,626 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #8,373 in Retail Trade (8,414 peers)
Coverage in Illinois
United Food and Commercial Workers Unions & Employers Midwest Pension Fund covers 1,626 participants in Illinois, 2.1x the typical Illinois plan (state average ~779 per filing). Assets: $1.9B.
- #8,373
- in Retail Trade (8,414 peers)
- +172.7%
- assets growth YoY
- 20×
- vs typical plan assets (national mean)
United Food and Commercial Workers Unions & Employers Midwest Pension Fund's outsized position by total assets
United Food and Commercial Workers Unions & Employers Midwest Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,943,983,944 Top 1% higher than 99% 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 & Employers Midwest Pension Fund's large-plan peer group by participant 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 & Employers Midwest Pension Fund lands in the large band (1,626 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Food and Commercial Workers Unions & Employers Midwest Pension Fund reported net income rose from -$85M in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
- United Food and Commercial Workers Unions & Employers Midwest Pension Fund end-of-year assets rose from $713M in the plan year 2022 filing to $1.9B in the plan year 2023 filing.
- United Food and Commercial Workers Unions & Employers Midwest Pension Fund reported participants fell from 1,721 in the plan year 2022 filing to 1,626 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 366508328 · Trustees of Ufcw Unions & Employers Midwest Pension Fund PY 2023 · Defined Benefit (Pension)
United Food and Commercial Workers Unions & Employers Midwest Pension Fund · $1.9B · 1,626 · 99th
- SCH $1.9B
- EBSA 1,626
- PART 99th
- TYPE Defined Benefit (Pension)
- NET near Linde U.S. Pension Plan
- BOOK ind #8373
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 Illinois →
United Food and Commercial Workers Unions & Employers Midwest Pension Fund in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $713M |
|---|---|
| Net Assets (End of Year) | $1.9B |
| Net Income | $1.2B |
| Employer EIN | 366508328 |
| Plan Effective Date | 1963-11-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Ufcw Unions & Employers Midwest Pension Fund)
Sponsor-wide plan assets over time
All Trustees of Ufcw Unions & Employers Midwest Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.0B 169.15264169961742% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,721 | $728M |
| 2023 | 2 | 1,626 | $2.0B |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
United Food and Commercial Workers Unions & Employers Midwest Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Linde U.S. Pension Plan in CT ($2.0B); by covered participants it is Carefirst, Inc. Retirement Plan in MD (1,626 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.9B here).
- Linde U.S. Pension Plan (CT) $2.0B · 6,359
- General Dynamics Retirement Plan (Commercial) (VA) $1.9B · 2,810
- Pension Plan a for Employees of Consumer Energy Company (MI) $2.0B · 2,077
- Retirement Benefit Accumulation Plan for Employees of Pwc (FL) $1.9B · 5,514
Similar participant headcount
Nearest other-state filings by covered participants (1,626 participants); asset peers above are excluded.
- Carefirst, Inc. Retirement Plan (MD) 1,626 · 0 off
- Totalenergies Finance USA, Inc. Cash Balance Pension Plan (TX) 1,626 · 0 off
- Pension Plan of Holman Enterprises (NJ) 1,627 · 1 off
- The Cooper Companies, Inc. Retirement Income Plan (CA) 1,628 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.