Defined Benefit (Pension) · DOL Form 5500 · 2024

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

Data updated 2026-08-06

$947M
Total assets: 3,749
Participants: 98th
Percentile by assets: $252,706
Avg per participant

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.

98th percentile by assets (of 116,472 plans)

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 ~795 per filing). Assets: $947M.

$947M
total plan assets (2024 EOY): 3,749
covered participants: 98th
percentile by assets (of 116,472 plans): $252,706
avg assets per participant

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 →

State

New York

Industry

Retail Trade

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Ufcw Local 1500 Pension Plan reports 3,749 participants - 4.7x that state average ($947M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$880M
Net Assets (End of Year)	$946M
Net Income	$67M
Employer EIN	237176372
Plan Effective Date	1956-05-21
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Board of Trustees U.F.C.W. Local 1500 Pension Fund plans on file

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

IBM Personal Pension Plan $17.9B · 48,014
1199seiu Health Care Employees Pension Fund $16.9B · 111,833
Consolidated Edison Retirement Plan $15.6B · 10,608
Pfizer Consolidated Pension Plan $10.0B · 8,876
GE Energy Pension Plan $8.9B · 5,829

Compare Ufcw Local 1500 Pension Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Ufcw Local 1500 Pension Plan by total assets, not by location.

Laborers District Council of W PA Pension Fund (PA) $948M · 6,882
Retirement Plan of Tennessee Farmers Mutual Insura (TN) $944M · 832
Pitney Bowes Pension Plan (CT) $959M · 858
Lyondellbasell Pension Plan (TX) $935M · 8,606

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 116,472 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).

Next read for Ufcw Local 1500 Pension Plan

Filing takeaways

Ways to act on Ufcw Local 1500 Pension Plan's numbers.

By total assets, Ufcw Local 1500 Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
Board of Trustees U.F.C.W. Local 1500 Pension Fund's sponsor-wide assets have grown 15.9% since 2022 across 3 plan years on file. More Retail Trade 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 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.