UFCW LOCAL 1262 & EMPLOYERS PENSION FUND
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
TRUSTEES UFCW LOCAL 1262 PENSION FUND
This Other plan holds $1.0B in total assets and serves 4,882 participants as of 2024. It is sponsored by TRUSTEES UFCW LOCAL 1262 PENSION FUND in New Jersey. The plan reported positive net income of $29M for the year.
What the Filing Says About UFCW LOCAL 1262 & EMPLOYERS PENSION FUND
UFCW LOCAL 1262 & EMPLOYERS PENSION FUND is a Other retirement plan sponsored by TRUSTEES UFCW LOCAL 1262 PENSION FUND, headquartered in New Jersey. As of the 2024 Form 5500 filing, the plan reports $1.0B in total end-of-year assets and covers 4,882 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 226074414, and the plan has been effective since 1964-10-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $971M at the beginning of 2024 to $1.0B at year-end — a gain of 3.1%. Net assets (after liabilities) closed the year at $999M, with reported net income of $29M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $971M |
| Total Assets (End of Year) | $1.0B |
| Net Assets (End of Year) | $999M |
| Net Income | $29M |
| Plan Type | Other |
| Employer EIN | 226074414 |
| Plan Effective Date | 1964-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (TRUSTEES UFCW LOCAL 1262 PENSION FUND)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,855 | $960M |
| 2023 | 1 | 5,385 | $971M |
| 2024 | 1 | 4,882 | $1.0B |
Nearby Other Plans in New Jersey
Peer Other plans — same state, same plan type — ranked by total assets.
- LUCENT TECHNOLOGIES INC. PENSION PLAN $4.2B · N/A
- CONSOLIDATED ROCHE RETIREMENT PLAN $3.2B · 2,130
- TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA & VICINITY $2.4B · 10,032
- HEAVY AND GENERAL LABORERS' LOCAL UNIONS 472 AND 172 OF NEW JERSEY PENSION FUND $1.6B · 7,170
- RWJBARNABAS HEALTH 403(B) SAVINGS PLAN $1.3B · 28,672
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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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.