Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees Ufcw Local 1262 Pension Fund Pension Plan

Data updated 2026-08-25

$1.0B
Total assets Very large vs avg
4,882
Participants Above avg headcount
98th
Percentile by assets National rank
$205,050
Avg per participant Above avg balance/head
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Official DOL plan name: Ufcw Local 1262 & Employers Pension Fund · Sponsored by Trustees Ufcw Local 1262 Pension Fund · New Jersey · Retail Trade

$1.0B in assets, 4,882 participants

Trustees Ufcw Local 1262 Pension Fund's Ufcw Local 1262 & Employers Pension Fund reported $1.0B in total assets and 4,882 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.

  • #7,968 in Retail Trade (8,048 peers)

Coverage in New Jersey

Ufcw Local 1262 & Employers Pension Fund covers 4,882 participants in New Jersey, 5.8x the typical New Jersey plan (state average ~844 per filing). Assets: $1.0B.

#7,968
in Retail Trade (8,048 peers)
+3.1%
assets growth YoY
10×
vs typical plan assets (national mean)

Ufcw Local 1262 & Employers Pension Fund's outsized position by total assets

Ufcw Local 1262 & Employers Pension Fund vs every filed plan by assets

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

$1,001,055,100 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 1262 & Employers Pension Fund'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 1262 & Employers Pension Fund lands in the large band (4,882 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ufcw Local 1262 & Employers Pension Fund reported net income rose from $11M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Ufcw Local 1262 & Employers Pension Fund reported participants fell from 5,385 in the plan year 2023 filing to 4,882 in the plan year 2024 filing.
  • Ufcw Local 1262 & Employers Pension Fund end-of-year assets rose from $971M in the plan year 2023 filing to $1.0B in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 226074414 · Trustees Ufcw Local 1262 Pension Fund PY 2024 · Defined Benefit (Pension)

Ufcw Local 1262 & Employers Pension Fund · $1.0B · 4,882 · 98th

  • PCT $1.0B
  • PCT 4,882
  • PCT 98th
  • PCT Defined Benefit (Pension)
  • PCT near Operating Engineers Local 101 Pension Fund
  • PCT ind #7968

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 Jersey →

Ufcw Local 1262 & Employers Pension Fund in the asset neighbourhood

Ufcw Local 1262 & Employers Pension FundUfcw Local 1262 & Employers …$1.0BOperating Engineers Local 101 Pension FundOperating Engineers Local 10…$1.0BIron Workers' Mid-America Pension PlanIron Workers' Mid-America Pe…$999MNisource Pension Plan$1.0BNcr Pension Plan$992M
End-of-year total assets ($B) among Ufcw Local 1262 & Employers Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$971M
Net Assets (End of Year)$999M
Net Income$29M
Employer EIN226074414
Plan Effective Date1964-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees Ufcw Local 1262 Pension Fund)

Sponsor-wide plan assets over time

All Trustees Ufcw Local 1262 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 4.284825322510521% vs 2022
2024 filing year
$0.94B$0.96B$0.98B$1B$1.02B 202220232024 $0.96B $1B ▲ +4.2%
Year Plans Participants Total Assets
2022 1 5,855 $960M
2023 1 5,385 $971M
2024 1 4,882 $1.0B

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Ufcw Local 1262 & Employers Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 -50510152025 Total assets ($B) Participants Ufcw Local 1262 & Employers Pension Fund, Total assets ($B): 1.0010551 · Participants: 4882Ufcw Local 1262 & Employers Pension FundRetirement Plan of Johnson and Johnson, Total assets ($B): 21.095569114 · Participants: 37882Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.066557714 · Participants: 83812JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 12.855309 · Participants: 7280Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.025028912 · Participants: 16233The Prudential Merged Retirement PlanMerck US Pension Plan, Total assets ($B): 10.090083286 · Participants: 26843Merck US Pension Plan
Ufcw Local 1262 & Employers Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Ufcw Local 1262 & Employers Pension Fund side-by-side with 3 peers →

Ufcw Local 1262 & Employers Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Operating Engineers Local 101 Pension Fund in MO ($1.0B); by covered participants it is Carpenters' Pension Trust Fund - Detroit and Vicinity in MI (4,873 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.0B here).

Similar participant headcount

Nearest other-state filings by covered participants (4,882 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 1262 & Employers Pension Fund assets move in 2024? ▼
Ufcw Local 1262 & Employers Pension Fund edged up modestly - up 3.1% during 2024, from $971M to $1.0B. Reported net income was $29M.
How have Trustees Ufcw Local 1262 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees Ufcw Local 1262 Pension Fund's sponsor-wide assets grew 4.3%, from $960M to $1.0B.
Where does Ufcw Local 1262 & Employers Pension Fund rank by assets among Form 5500 filers? ▼
Ufcw Local 1262 & Employers Pension Fund 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 1262 & Employers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Operating Engineers Local 101 Pension Fund in MO ($1.0B, 3,644 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw Local 1262 & Employers Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Carpenters' Pension Trust Fund - Detroit and Vicinity in MI (4,873 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 226074414.

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.