Defined Benefit (Pension) · DOL Form 5500 · 2024

Ufcw 360 Shop Rite Pension Fund Pension Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
2,262
Participants Above avg headcount
79th
Percentile by assets National rank
$14,493
Avg per participant Low balance/head
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Official DOL plan name: Ufcw 360 Shop Rite Pension Fund · Sponsored by Ufcw 360 Shop Rite Pension Fund · Pennsylvania · Retail Trade

$33M in assets, 2,262 participants

Ufcw 360 Shop Rite Pension Fund's Ufcw 360 Shop Rite Pension Fund reported $33M in total assets and 2,262 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,014 in Retail Trade (8,048 peers)

Coverage in Pennsylvania

Ufcw 360 Shop Rite Pension Fund covers 2,262 participants in Pennsylvania, 2.8x the typical Pennsylvania plan (state average ~822 per filing). Assets: $33M.

#7,014
in Retail Trade (8,048 peers)
+13.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ufcw 360 Shop Rite Pension Fund's outsized position by total assets

Ufcw 360 Shop Rite Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$32,782,308 Top 21% higher than 79% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Ufcw 360 Shop Rite Pension Fund's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ufcw 360 Shop Rite Pension Fund lands in the large band (2,262 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ufcw 360 Shop Rite Pension Fund end-of-year assets rose from $29M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Ufcw 360 Shop Rite Pension Fund reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Ufcw 360 Shop Rite Pension Fund reported participants rose from 2,162 in the plan year 2023 filing to 2,262 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 264416251 · Ufcw 360 Shop Rite Pension Fund PY 2024 · Defined Benefit (Pension)

Ufcw 360 Shop Rite Pension Fund · $33M · 2,262 · 79th

  • PART $33M
  • PART 2,262
  • PART 79th
  • PART Defined Benefit (Pension)
  • PART near Sun Health Corporation Pension Plan
  • PART ind #7014

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 Pennsylvania →

Ufcw 360 Shop Rite Pension Fund in the asset neighbourhood

L3harris Keo Pension Plan$33MUfcw 360 Shop Rite Pension FundUfcw 360 Shop Rite Pension F…$33MSun Health Corporation Pension PlanSun Health Corporation Pensi…$33MSekisui Voltek, LLC Retirement PlanSekisui Voltek, LLC Retireme…$33MPension Plan for Employees of Ila, AFL-CIOPension Plan for Employees o…$33M
End-of-year total assets ($M) among Ufcw 360 Shop Rite Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN264416251
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ufcw 360 Shop Rite Pension Fund)

Sponsor-wide plan assets over time

All Ufcw 360 Shop Rite Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$33M 28.633681970943627% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.5M $32.8M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 2,079 $25M
2023 1 2,162 $29M
2024 1 2,262 $33M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ufcw 360 Shop Rite Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Ufcw 360 Shop Rite Pension Fund, Total assets ($B): 0.032782308 · Participants: 2262Ufcw 360 Shop Rite Pension FundNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Ufcw 360 Shop Rite Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Ufcw 360 Shop Rite Pension Fund side-by-side with 3 peers →

Ufcw 360 Shop Rite Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Sun Health Corporation Pension Plan in AZ ($33M); by covered participants it is Shands Healthcare Pension Plan II in FL (2,264 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,262 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ufcw 360 Shop Rite Pension Fund assets move in 2024? ▼
Ufcw 360 Shop Rite Pension Fund grew at a solid clip - up 13.2% during 2024, from $29M to $33M. Reported net income was $4M.
How have Ufcw 360 Shop Rite Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ufcw 360 Shop Rite Pension Fund's sponsor-wide assets grew 28.6%, from $25M to $33M.
Where does Ufcw 360 Shop Rite Pension Fund rank by assets among Form 5500 filers? ▼
Ufcw 360 Shop Rite Pension Fund ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ufcw 360 Shop Rite Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sun Health Corporation Pension Plan in AZ ($33M, 339 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw 360 Shop Rite Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Shands Healthcare Pension Plan II in FL (2,264 participants, $958M in assets).

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 264416251.

Read our methodology - how this data is sourced, computed, and verified.

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