Defined Benefit (Pension) · DOL Form 5500 · 2024

Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust Pension Plan

Data updated 2026-08-25

$186M
Total assets Near avg plan size
3,211
Participants Above avg headcount
94th
Percentile by assets National rank
$58,060
Avg per participant Low balance/head
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Official DOL plan name: Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust · Sponsored by Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust · California · Retail Trade

$186M in assets, 3,211 participants

Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust's Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust reported $186M in total assets and 3,211 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,767 in Retail Trade (8,048 peers)

Coverage in California

Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust covers 3,211 participants in California, 5.1x the typical California plan (state average ~630 per filing). Assets: $186M.

#7,767
in Retail Trade (8,048 peers)
+4.2%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust's outsized position by total assets

Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust vs every filed plan by assets

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

$186,431,346 Top 6% higher than 94% 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 Pharmacists, Clerks, and Drug Employer's Pension Trust'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 Pharmacists, Clerks, and Drug Employer's Pension Trust lands in the large band (3,211 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust reported participants fell from 3,531 in the plan year 2023 filing to 3,211 in the plan year 2024 filing.
  • Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust end-of-year assets rose from $179M in the plan year 2023 filing to $186M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 942518312 · Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust PY 2024 · Defined Benefit (Pension)

Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust · $186M · 3,211 · 94th

  • VS-ST $186M
  • BOY 3,211
  • SCH 94th
  • EBSA Defined Benefit (Pension)
  • PART near American Federation of Government Employees Pension Plan
  • TYPE ind #7767

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 California →

Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust in the asset neighbourhood

Trustage Pension Plan for Represented EmployeesTrustage Pension Plan for Re…$187MLocal Union 400 I.B.E.W. Pension PlanLocal Union 400 I.B.E.W. Pen…$187MPension Plan for Employees of Central Service AssociationPension Plan for Employees o…$187MUfcw Pharmacists, Clerks, and Drug Employer's Pension TrustUfcw Pharmacists, Clerks, an…$186MAmerican Federation of Government Employees Pension PlanAmerican Federation of Gover…$186M
End-of-year total assets ($M) among Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$179M
Net Assets (End of Year)$183M
Net Income$5M
Employer EIN942518312
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust)

Sponsor-wide plan assets over time

All Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$186M 8.696604250012955% vs 2022
2024 filing year
$170M$175M$180M$185M$190M 202220232024 $172M $186M ▲ +8.7%
Year Plans Participants Total Assets
2022 1 3,785 $172M
2023 1 3,531 $179M
2024 1 3,211 $186M

Nearby Defined Benefit (Pension) Plans in California

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

Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust, Total assets ($B): 0.186431346 · Participants: 3211Ufcw Pharmacists, Clerks, and Drug Employer's Pension TrustKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust side-by-side with 3 peers →

Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is American Federation of Government Employees Pension Plan in DC ($186M); by covered participants it is Pepco Holdings LLC Retirement Plan in IL (3,199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,211 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 Pharmacists, Clerks, and Drug Employer's Pension Trust assets move in 2024? ▼
Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust edged up modestly - up 4.2% during 2024, from $179M to $186M. Reported net income was $5M.
How have Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust's sponsor-wide assets grew 8.7%, from $172M to $186M.
Where does Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust rank by assets among Form 5500 filers? ▼
Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is American Federation of Government Employees Pension Plan in DC ($186M, 267 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw Pharmacists, Clerks, and Drug Employer's Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pepco Holdings LLC Retirement Plan in IL (3,199 participants, $1.9B 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 942518312.

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.