Profit Sharing · DOL Form 5500 · 2024
Board of Trustees Ufcw Local 1500 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 6,996
- Participants Above avg headcount
- 83rd
- Percentile by assets National rank
- $6,725
- Avg per participant Low balance/head
Official DOL plan name: United Food and Commercial Workers Local 1500 Annuity Plan · Sponsored by Board of Trustees Ufcw Local 1500 Annuity Fund · New York · Other Services
$47M in assets, 6,996 participants
Board of Trustees Ufcw Local 1500 Annuity Fund's United Food and Commercial Workers Local 1500 Annuity Plan reported $47M in total assets and 6,996 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #7,138 in Other Services (7,719 peers)
Coverage in New York
United Food and Commercial Workers Local 1500 Annuity Plan covers 6,996 participants in New York, 8.8x the typical New York plan (state average ~798 per filing). Assets: $47M.
- #7,138
- in Other Services (7,719 peers)
- +27.8%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
United Food and Commercial Workers Local 1500 Annuity Plan's outsized position by total assets
United Food and Commercial Workers Local 1500 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$47,050,762 Top 17% higher than 83% 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
United Food and Commercial Workers Local 1500 Annuity Plan'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. United Food and Commercial Workers Local 1500 Annuity Plan lands in the large band (6,996 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Food and Commercial Workers Local 1500 Annuity Plan end-of-year assets rose from $37M in the plan year 2023 filing to $47M in the plan year 2024 filing.
- United Food and Commercial Workers Local 1500 Annuity Plan reported net income fell from $12M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- United Food and Commercial Workers Local 1500 Annuity Plan reported participants rose from 6,904 in the plan year 2023 filing to 6,996 in the plan year 2024 filing.
DOL schedule card
Filing strip 475675902 · Board of Trustees Ufcw Local 1500 Annuity Fund PY 2024 · Profit Sharing
United Food and Commercial Workers Local 1500 Annuity Plan · $47M · 6,996 · 83rd
- BOOK $47M
- BOOK 6,996
- BOOK 83rd
- BOOK Profit Sharing
- BOOK near Philadelphia Federal Credit Union Capital Accumulation Plan
- BOOK ind #7138
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 Other Services retirement plans → · Plans in New York →
United Food and Commercial Workers Local 1500 Annuity Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $10M |
| Employer EIN | 475675902 |
| Plan Effective Date | 2015-12-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Ufcw Local 1500 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Ufcw Local 1500 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 86.9247518688597% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,268 | $25M |
| 2023 | 1 | 6,904 | $37M |
| 2024 | 1 | 6,996 | $47M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
United Food and Commercial Workers Local 1500 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Philadelphia Federal Credit Union Capital Accumulation Plan in PA ($47M); by covered participants it is Consolidated Defined Contribution Plan of Hackensack Meridian Health in NJ (6,983 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
Similar participant headcount
Nearest other-state filings by covered participants (6,996 participants); asset peers above are excluded.
- Consolidated Defined Contribution Plan of Hackensack Meridian Health (NJ) 6,983 · 13 off
- Constellis Retetirement Plan (VA) 6,974 · 22 off
- Northern Illinois Annuity Fund (WA) 7,178 · 182 off
- North Mississippi Health Services, Inc. Employer Savings Plan (MS) 7,188 · 192 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.