Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of Ufcw Heartland Pension Fund Pension Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
373
Participants Below avg headcount
86th
Percentile by assets National rank
$157,496
Avg per participant Above avg balance/head
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Official DOL plan name: Ufcw Heartland Pension Fund · Sponsored by Board of Trustees of Ufcw Heartland Pension Fund · Ohio · Finance & Insurance

$59M in assets, 373 participants

Board of Trustees of Ufcw Heartland Pension Fund's Ufcw Heartland Pension Fund reported $59M in total assets and 373 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,671 in Finance & Insurance (8,549 peers)

Coverage in Ohio

Ufcw Heartland Pension Fund covers 373 participants in Ohio, about 49% of the average Ohio filer (state average ~765 per filing). Assets: $59M.

#6,671
in Finance & Insurance (8,549 peers)
-1.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $825K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ufcw Heartland Pension Fund's outsized position by total assets

Ufcw Heartland Pension Fund vs every filed plan by assets

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

$58,746,117 Top 14% higher than 86% 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 Heartland Pension Fund 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. Ufcw Heartland Pension Fund sits mid-pack in the medium band (373 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ufcw Heartland Pension Fund reported net income fell from -$529K in the plan year 2023 filing to -$825K in the plan year 2024 filing.
  • Ufcw Heartland Pension Fund reported participants fell from 554 in the plan year 2023 filing to 373 in the plan year 2024 filing.
  • Ufcw Heartland Pension Fund end-of-year assets fell from $60M in the plan year 2023 filing to $59M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 316056028 · Board of Trustees of Ufcw Heartland Pension Fund PY 2024 · Defined Benefit (Pension)

Ufcw Heartland Pension Fund · $59M · 373 · 86th

  • BOOK $59M
  • VS-ST 373
  • BOY 86th
  • SCH Defined Benefit (Pension)
  • EBSA near Susquehanna Laborers Combined Pension Fund
  • PART ind #6671

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 Finance & Insurance retirement plans → · Plans in Ohio →

Ufcw Heartland Pension Fund in the asset neighbourhood

The Frick Collection Employees Retirement PlanThe Frick Collection Employe…$59MAviation Communication & Surveillance Systems Pension PlanAviation Communication & Sur…$59MSusquehanna Laborers Combined Pension FundSusquehanna Laborers Combine…$59MUfcw Heartland Pension Fund$59MC&s Consolidated Pension Plan$59M
End-of-year total assets ($M) among Ufcw Heartland Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$59M
Net Income-$825K
Employer EIN316056028
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Ufcw Heartland Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Ufcw Heartland Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$59M 2.1726810437091375% vs 2022
2024 filing year
$58.5M$59M$59.5M$60M$60.5M 202220232024 $60.1M $58.8M ▼ -2.2%
Year Plans Participants Total Assets
2022 1 443 $60M
2023 1 554 $60M
2024 1 373 $59M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Ufcw Heartland Pension Fund vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -505101520 Total assets ($B) Participants Ufcw Heartland Pension Fund, Total assets ($B): 0.058746117 · Participants: 373Ufcw Heartland Pension FundGE Aerospace Pension Plan, Total assets ($B): 19.026079363 · Participants: 9637GE Aerospace Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 6.474467697 · Participants: 12187Firstenergy Corp. Master Pension PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.085797504 · Participants: 16073American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.912834719 · Participants: 10387Ohio Operating Engineers Pension PlanParker Defined Benefit Pension Plan, Total assets ($B): 3.496388263 · Participants: 8120Parker Defined Benefit Pension Plan
Ufcw Heartland Pension Fund vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Ufcw Heartland Pension Fund side-by-side with 3 peers →

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

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Susquehanna Laborers Combined Pension Fund in PA ($59M); 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.

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 Heartland Pension Fund assets move in 2024? ▼
Ufcw Heartland Pension Fund edged down modestly - down 1.4% during 2024, from $60M to $59M. Reported net income was -$825K.
How have Board of Trustees of Ufcw Heartland Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Ufcw Heartland Pension Fund's sponsor-wide assets declined 2.2%, from $60M to $59M.
Where does Ufcw Heartland Pension Fund rank by assets among Form 5500 filers? ▼
Ufcw Heartland Pension Fund ranks in the 86th 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 Heartland Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Susquehanna Laborers Combined Pension Fund in PA ($59M, 307 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw Heartland Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sunward Federal Credit Union Employees' Cash Balance Pension Plan in NM (373 participants, $111M 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 316056028.

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.