Profit Sharing · DOL Form 5500 · 2024
Trustees of Ufcw Retirement and Savings Plan Profit Sharing Plan
Data updated 2026-07-24
- $192M
- Total assets
- 18,932
- Participants
- 94th
- Percentile by assets
- $10,152
- Avg per participant
Official DOL plan name: Ufcw Retirement and Savings Plan · Sponsored by Trustees of Ufcw Retirement and Savings Plan · New Jersey · Finance & Insurance
$192M in assets, 18,932 participants
Trustees of Ufcw Retirement and Savings Plan's Ufcw Retirement and Savings Plan reported $192M in total assets and 18,932 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.
- 94th percentile by assets (of 116,472 plans)
Coverage in New Jersey
Ufcw Retirement and Savings Plan covers 18,932 participants in New Jersey, 22x the typical New Jersey plan (state average ~865 per filing). Assets: $192M.
- $192M
- total plan assets (2024 EOY)
- 18,932
- covered participants
- 94th
- percentile by assets (of 116,472 plans)
- $10,152
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ufcw Retirement and Savings Plan end-of-year assets rose from $168M in the plan year 2023 filing to $192M in the plan year 2024 filing.
- Ufcw Retirement and Savings Plan reported participants rose from 17,516 in the plan year 2023 filing to 18,932 in the plan year 2024 filing.
- Ufcw Retirement and Savings Plan reported net income fell from $25M in the plan year 2023 filing to $25M in the plan year 2024 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 865 participants across 3,927 plans. Ufcw Retirement and Savings Plan reports 18,932 participants - 22x that state average ($192M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $168M |
|---|---|
| Net Assets (End of Year) | $192M |
| Net Income | $25M |
| Employer EIN | 232818427 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Ufcw Retirement and Savings Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19,629 | $142M |
| 2023 | 1 | 17,516 | $168M |
| 2024 | 1 | 18,932 | $192M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Ufcw Retirement and Savings Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,666
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.6B · 8,865
- IBEW Local Union No 102 Surety Plan $685M · 2,382
- Kpmg Partner Retirement Savings Plan $524M · 1,704
- Cooper Health System, Inc. Defined Contribution Retirement Plan $359M · 7,208
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Ufcw Retirement and Savings Plan by total assets, not by location.
- Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. (DC) $193M · 555
- United Union of Roofers - Local 8 Annuity Fund (NY) $191M · 1,806
- The Hoffman Employee Retirement Income Plan (OR) $191M · 634
- Pih Health, Inc. 401(a) Plan (CA) $194M · 6,747
Frequently Asked Questions
How did Ufcw Retirement and Savings Plan assets move in 2024? ▼
How have Trustees of Ufcw Retirement and Savings Plan plan assets changed over time? ▼
Where does Ufcw Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Ufcw Retirement and Savings Plan? ▼
Next read for Ufcw Retirement and Savings Plan
Filing takeaways
Ways to act on Ufcw Retirement and Savings Plan's numbers.
- By total assets, Ufcw Retirement and Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Jersey. Compare plans
- Trustees of Ufcw Retirement and Savings Plan's sponsor-wide assets have grown 35.1% since 2022 across 3 plan years on file. More Finance & Insurance plans
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 232818427.
Read our methodology - how this data is sourced, computed, and verified.