Defined Benefit (Pension) · DOL Form 5500 · 2024
Universal Leaf Tobacco Company Inc Pension Plan
Data updated 2026-08-25
- $206M
- Total assets Near avg plan size
- 373
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $553,315
- Avg per participant High balance/head
Official DOL plan name: Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos · Sponsored by Universal Leaf Tobacco Company Inc · Virginia · Wholesale Trade
$206M in assets, 373 participants
Universal Leaf Tobacco Company Inc's Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos reported $206M in total assets and 373 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.
- #5,821 in Wholesale Trade (6,080 peers)
Coverage in Virginia
Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos covers 373 participants in Virginia, about 48% of the average Virginia filer (state average ~782 per filing). Assets: $206M.
- #5,821
- in Wholesale Trade (6,080 peers)
- -3.2%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos's outsized position by total assets
Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$206,386,458 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos sits mid-pack in the medium band (373 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos reported net income fell from $6M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
- Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos end-of-year assets fell from $213M in the plan year 2023 filing to $206M in the plan year 2024 filing.
- Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos reported participants rose from 368 in the plan year 2023 filing to 373 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 540741848 · Universal Leaf Tobacco Company Inc PY 2024 · Defined Benefit (Pension)
Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos · $206M · 373 · 94th
- 5500 $206M
- 5500 373
- 5500 94th
- 5500 Defined Benefit (Pension)
- 5500 near United Assn of Journeymen Plumbers & Pipefitters Local 357 Pension Plan
- 5500 ind #5821
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 Wholesale Trade retirement plans → · Plans in Virginia →
Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $213M |
|---|---|
| Net Assets (End of Year) | $206M |
| Net Income | -$7M |
| Employer EIN | 540741848 |
| Plan Effective Date | 1948-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Universal Leaf Tobacco Company Inc)
Sponsor-wide plan assets over time
All Universal Leaf Tobacco Company Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $328M 14.869531765289024% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,468 | $285M |
| 2023 | 2 | 3,059 | $322M |
| 2024 | 2 | 2,400 | $328M |
Nearby Defined Benefit (Pension) Plans in Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Pension Plan $18.8B · 12,678
- Retirement Security Plan $11.5B · 56,633
- Sheet Metal Workers' National Pension Fund $8.9B · 63,530
- Ng Space&mission Systems Corp Salaried Pension Pla $8.4B · 6,737
- Dominion Energy Pension Plan $8.3B · 11,758
Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Virginia, the nearest Defined Benefit (Pension) by assets is United Assn of Journeymen Plumbers & Pipefitters Local 357 Pension Plan in MI ($206M); by covered participants it is Sunward Federal Credit Union Employees' Cash Balance Pension Plan in NM (373 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($206M here).
- United Assn of Journeymen Plumbers & Pipefitters Local 357 Pension Plan (MI) $206M · 640
- News Corp Pension Plan (NY) $206M · 182
- Dynegy Pension Plan (TX) $206M · 853
- Laborers Pension Trust Fund for Northern Nevada (NV) $207M · 1,297
Similar participant headcount
Nearest other-state filings by covered participants (373 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.