Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees of Ufcw Heartland Pension Fund Pension Plan
Data updated 2026-08-11
- $59M
- Total assets
- 373
- Participants
- 86th
- Percentile by assets
- $157,496
- Avg per participant
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.
- 86th percentile by assets (of 123,622 plans)
- #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.
- $59M
- total plan assets (2024 EOY)
- 373
- covered participants
- 86th
- percentile by assets (of 123,622 plans)
- $157,496
- avg assets per participant
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.
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Ufcw Heartland Pension Fund reports 373 participants - about 49% of that state average ($59M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | -$825K |
| Employer EIN | 316056028 |
| Plan Effective Date | 1965-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Ufcw Heartland Pension Fund)
| 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
- GE Aerospace Pension Plan $19.0B · 9,637
- Firstenergy Corp. Master Pension Plan $6.5B · 12,187
- American Electric Power System Retirement Plan $4.1B · 16,073
- Ohio Operating Engineers Pension Plan $3.9B · 10,387
- Parker Defined Benefit Pension Plan $3.5B · 8,120
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Ufcw Heartland Pension Fund by total assets, not by location.
Frequently Asked Questions
How did Ufcw Heartland Pension Fund assets move in 2024? ▼
How have Board of Trustees of Ufcw Heartland Pension Fund plan assets changed over time? ▼
Where does Ufcw Heartland Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Ufcw Heartland Pension Fund? ▼
Next read for Ufcw Heartland Pension Fund
Filing takeaways
Ways to act on Ufcw Heartland Pension Fund's numbers.
- By total assets, Ufcw Heartland Pension Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Ohio. Compare plans
- Board of Trustees of Ufcw Heartland Pension Fund's sponsor-wide assets have declined 2.2% since 2022 across 3 plan years on file. More Finance & Insurance plans