Other
2024 plan-year Other DOL Form 5500

Ufcw Northeast Retirement 401(k) Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees Ufcw Northeast Retirement 401(k) Fund · Connecticut · Transportation & Warehousing

What the 2023 filing shows

Ufcw Northeast Retirement 401(k) Fund holds $797K for N/A participants.

$797K
total plan assets (2024 EOY)
N/A
covered participants
$797K
reported net income
Total Assets (2023)
$797K
Participants
N/A
State
Industry
Transportation & Warehousing

What the Filing Says About Ufcw Northeast Retirement 401(k) Fund

Ufcw Northeast Retirement 401(k) Fund is a Other retirement plan sponsored by Board of Trustees Ufcw Northeast Retirement 401(k) Fund, headquartered in Connecticut. As of the 2024 Form 5500 filing, the plan reports $797K in total end-of-year assets and covers N/A participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 933568471, and the plan has been effective since 2024-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to $797K at year-end. Net assets (after liabilities) closed the year at $797K, with reported net income of $797K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)$797K
Net Assets (End of Year)$797K
Net Income$797K
Plan TypeOther
Employer EIN933568471
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Connecticut

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Ufcw Northeast Retirement 401(k) Fund?
As of the 2024 Form 5500 filing, Ufcw Northeast Retirement 401(k) Fund holds $797K in total assets with N/A participants. It is sponsored by Board of Trustees Ufcw Northeast Retirement 401(k) Fund.
What type of plan is Ufcw Northeast Retirement 401(k) Fund?
Ufcw Northeast Retirement 401(k) Fund is a Other plan. It has been effective since 2024-01-01. The plan is filed with the U.S. Department of Labor under EIN 933568471.
Who sponsors the Ufcw Northeast Retirement 401(k) Fund?
Ufcw Northeast Retirement 401(k) Fund is sponsored by Board of Trustees Ufcw Northeast Retirement 401(k) Fund, located in Connecticut. The sponsor's EIN is 933568471 and the plan operates in the Transportation & Warehousing industry.
How did Ufcw Northeast Retirement 401(k) Fund perform in 2024?
Ufcw Northeast Retirement 401(k) Fund held $797K in total assets at the end of 2024. Net income was $797K.
Where can I find official filings for Ufcw Northeast Retirement 401(k) Fund?
Official Form 5500 filings for Ufcw Northeast Retirement 401(k) Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 933568471 or plan name at efast.dol.gov.
How does Ufcw Northeast Retirement 401(k) Fund compare to other plans?
You can compare Ufcw Northeast Retirement 401(k) Fund against other Other plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 933568471.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.