Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees Ufcw Local 1262 Pension Fund Pension Plan

Data updated 2026-08-06

$1.0B
Total assets: 4,882
Participants: 98th
Percentile by assets: $205,050
Avg per participant

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.

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

Coverage in New Jersey

Ufcw Local 1262 & Employers Pension Fund covers 4,882 participants in New Jersey, 5.6x the typical New Jersey plan (state average ~865 per filing). Assets: $1.0B.

$1.0B
total plan assets (2024 EOY): 4,882
covered participants: 98th
percentile by assets (of 116,472 plans): $205,050
avg assets per participant

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 →

State

New Jersey

Industry

Retail Trade

Participants vs New Jersey filers

In New Jersey, the average filing covers about 865 participants across 3,927 plans. Ufcw Local 1262 & Employers Pension Fund reports 4,882 participants - 5.6x that state average ($1.0B EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)	$971M
Net Assets (End of Year)	$999M
Net Income	$29M
Employer EIN	226074414
Plan Effective Date	1964-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Trustees Ufcw Local 1262 Pension Fund)

Total plan assets by year, all Trustees Ufcw Local 1262 Pension Fund plans on file

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

Retirement Plan of Johnson and Johnson $21.1B · 37,882
JPMorgan Chase Retirement Plan $16.1B · 83,812
Nokia Retirement Income Plan $12.9B · 7,280
The Prudential Merged Retirement Plan $12.0B · 16,233
Merck US Pension Plan $10.1B · 26,843

Compare Ufcw Local 1262 & Employers Pension Fund side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Ufcw Local 1262 & Employers Pension Fund by total assets, not by location.

Operating Engineers Local 101 Pension Fund (MO) $1.0B · 3,644
Iron Workers' Mid-America Pension Plan (IL) $999M · 3,294
Nisource Pension Plan (IN) $1.0B · 2,133
Ncr Pension Plan (GA) $992M · 769

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 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 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).

Next read for Ufcw Local 1262 & Employers Pension Fund

Filing takeaways

Ways to act on Ufcw Local 1262 & Employers Pension Fund's numbers.

By total assets, Ufcw Local 1262 & Employers Pension Fund 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 Jersey. Compare plans
Trustees Ufcw Local 1262 Pension Fund's sponsor-wide assets have grown 4.3% 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 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.