Profit Sharing · DOL Form 5500 · 2024

Board of Trustees Ufcw Local 1500 Annuity Fund Profit Sharing Plan

Data updated 2026-07-24

$47M
Total assets: 6,996
Participants: 83rd
Percentile by assets: $6,725
Avg per participant

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.

83rd percentile by assets (of 116,472 plans)

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 ~795 per filing). Assets: $47M.

$47M
total plan assets (2024 EOY): 6,996
covered participants: 83rd
percentile by assets (of 116,472 plans): $6,725
avg assets per participant

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.

See the national 2023→2024 release diff →

State

New York

Industry

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Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. United Food and Commercial Workers Local 1500 Annuity Plan reports 6,996 participants - 8.8x that state average ($47M EOY assets).

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)

Total plan assets by year, all Board of Trustees Ufcw Local 1500 Annuity Fund plans on file

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.

United Food and Commercial Workers Local 1500 Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

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
Mason Tenders District Council Annuity Fund $944M · 11,824

Compare United Food and Commercial Workers Local… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to United Food and Commercial Workers Local 1500 Annuity Plan by total assets, not by location.

Philadelphia Federal Credit Union Capital Accumulation Plan (PA) $47M · 263
Pioneer Human Services 403(b) Plan (WA) $47M · 693
Family & Children's Services 403(b) Plan (OK) $47M · 1,086
Chicago and North Western Railway Company Profit Sharing and Retirement Savings Program (NE) $47M · 6

Frequently Asked Questions

How did United Food and Commercial Workers Local 1500 Annuity Plan assets move in 2024? ▼

United Food and Commercial Workers Local 1500 Annuity Plan grew sharply - up 27.8% during 2024, from $37M to $47M. Reported net income was $10M.

How have Board of Trustees Ufcw Local 1500 Annuity Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Ufcw Local 1500 Annuity Fund's sponsor-wide assets grew 86.9%, from $25M to $47M.

Where does United Food and Commercial Workers Local 1500 Annuity Plan rank by assets among Form 5500 filers? ▼

United Food and Commercial Workers Local 1500 Annuity Plan ranks in the 83rd percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to United Food and Commercial Workers Local 1500 Annuity Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Philadelphia Federal Credit Union Capital Accumulation Plan in PA ($47M, 263 participants).

Next read for United Food and Commercial Workers Local…

Filing takeaways

Ways to act on United Food and Commercial Workers Local 1500 Annuity Plan's numbers.

By total assets, United Food and Commercial Workers Local 1500 Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Board of Trustees Ufcw Local 1500 Annuity Fund's sponsor-wide assets have grown 86.9% since 2022 across 3 plan years on file. More Other Services 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 475675902.

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.