Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees U.F.C.W. Local 1500 Pension Fund Pension Plan

Data updated 2026-08-25

$947M
Total assets Above avg plan size
3,749
Participants Above avg headcount
98th
Percentile by assets National rank
$252,706
Avg per participant Above avg balance/head
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Official DOL plan name: Ufcw Local 1500 Pension Plan · Sponsored by Board of Trustees U.F.C.W. Local 1500 Pension Fund · New York · Retail Trade

$947M in assets, 3,749 participants

Board of Trustees U.F.C.W. Local 1500 Pension Fund's Ufcw Local 1500 Pension Plan reported $947M in total assets and 3,749 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #7,960 in Retail Trade (8,048 peers)

Coverage in New York

Ufcw Local 1500 Pension Plan covers 3,749 participants in New York, 4.7x the typical New York plan (state average ~798 per filing). Assets: $947M.

#7,960
in Retail Trade (8,048 peers)
+7.6%
assets growth YoY
9.5×
vs typical plan assets (national mean)

Ufcw Local 1500 Pension Plan's outsized position by total assets

Ufcw Local 1500 Pension Plan vs every filed plan by assets

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

$947,393,218 Top 2% higher than 98% 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 Local 1500 Pension 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. Ufcw Local 1500 Pension Plan lands in the large band (3,749 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ufcw Local 1500 Pension Plan end-of-year assets rose from $880M in the plan year 2023 filing to $947M in the plan year 2024 filing.
  • Ufcw Local 1500 Pension Plan reported net income rose from $63M in the plan year 2023 filing to $67M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 237176372 · Board of Trustees U.F.C.W. Local 1500 Pension Fund PY 2024 · Defined Benefit (Pension)

Ufcw Local 1500 Pension Plan · $947M · 3,749 · 98th

  • ASSETS $947M
  • ASSETS 3,749
  • ASSETS 98th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Laborers District Council of W PA Pension Fund
  • ASSETS ind #7960

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 Retail Trade retirement plans → · Plans in New York →

Ufcw Local 1500 Pension Plan in the asset neighbourhood

Pitney Bowes Pension Plan$959MShands Healthcare Pension Plan IIShands Healthcare Pension Pl…$958MLaborers District Council of W PA Pension FundLaborers District Council of…$948MUfcw Local 1500 Pension Plan$947MRetirement Plan of Tennessee Farmers Mutual InsuraRetirement Plan of Tennessee…$944M
End-of-year total assets ($M) among Ufcw Local 1500 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$880M
Net Assets (End of Year)$946M
Net Income$67M
Employer EIN237176372
Plan Effective Date1956-05-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees U.F.C.W. Local 1500 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees U.F.C.W. Local 1500 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$947M 15.936055093051129% vs 2022
2024 filing year
$800M$850M$900M$950M$1,000M 202220232024 $817M $947M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 4,459 $817M
2023 1 3,752 $880M
2024 1 3,749 $947M

Nearby Defined Benefit (Pension) Plans in New York

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

Ufcw Local 1500 Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 05101520 Total assets ($B) Participants Ufcw Local 1500 Pension Plan, Total assets ($B): 0.947393218 · Participants: 3749Ufcw Local 1500 Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Ufcw Local 1500 Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Ufcw Local 1500 Pension Plan side-by-side with 3 peers →

Ufcw Local 1500 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Laborers District Council of W PA Pension Fund in PA ($948M); by covered participants it is Conocophillips Retirement Plan in TX (3,746 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($947M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,749 participants); asset peers above are excluded.

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 Local 1500 Pension Plan assets move in 2024? ▼
Ufcw Local 1500 Pension Plan grew at a solid clip - up 7.6% during 2024, from $880M to $947M. Reported net income was $67M.
How have Board of Trustees U.F.C.W. Local 1500 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees U.F.C.W. Local 1500 Pension Fund's sponsor-wide assets grew 15.9%, from $817M to $947M.
Where does Ufcw Local 1500 Pension Plan rank by assets among Form 5500 filers? ▼
Ufcw Local 1500 Pension Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ufcw Local 1500 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Laborers District Council of W PA Pension Fund in PA ($948M, 6,882 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw Local 1500 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Conocophillips Retirement Plan in TX (3,746 participants, $1.4B 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 237176372.

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.