Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees Retail Food Employers & Ufcw Local 711 Pension Pension Plan
Data updated 2026-08-25
- $367M
- Total assets Above avg plan size
- 8,046
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $45,568
- Avg per participant Low balance/head
Official DOL plan name: Retail Food Employers & Ufcw Local 711 Pension · Sponsored by Board of Trustees Retail Food Employers & Ufcw Local 711 Pension · Utah · Retail Trade
$367M in assets, 8,046 participants
Board of Trustees Retail Food Employers & Ufcw Local 711 Pension's Retail Food Employers & Ufcw Local 711 Pension reported $367M in total assets and 8,046 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #7,872 in Retail Trade (8,048 peers)
Coverage in Utah
Retail Food Employers & Ufcw Local 711 Pension covers 8,046 participants in Utah, 14x the typical Utah plan (state average ~592 per filing). Assets: $367M.
- #7,872
- in Retail Trade (8,048 peers)
- +3.1%
- assets growth YoY
- 3.7×
- vs typical plan assets (national mean)
Retail Food Employers & Ufcw Local 711 Pension's outsized position by total assets
Retail Food Employers & Ufcw Local 711 Pension vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$366,642,845 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Retail Food Employers & Ufcw Local 711 Pension'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. Retail Food Employers & Ufcw Local 711 Pension lands in the large band (8,046 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retail Food Employers & Ufcw Local 711 Pension reported net income fell from $22M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Retail Food Employers & Ufcw Local 711 Pension reported participants fell from 8,448 in the plan year 2023 filing to 8,046 in the plan year 2024 filing.
- Retail Food Employers & Ufcw Local 711 Pension end-of-year assets rose from $355M in the plan year 2023 filing to $367M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 516031512 · Board of Trustees Retail Food Employers & Ufcw Local 711 Pension PY 2024 · Defined Benefit (Pension)
Retail Food Employers & Ufcw Local 711 Pension · $367M · 8,046 · 96th
- TYPE $367M
- NET 8,046
- BOOK 96th
- VS-ST Defined Benefit (Pension)
- BOY near Golub Corporation Employees Retirement Plan
- SCH ind #7872
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 Utah →
Retail Food Employers & Ufcw Local 711 Pension in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $355M |
|---|---|
| Net Assets (End of Year) | $366M |
| Net Income | $11M |
| Employer EIN | 516031512 |
| Plan Effective Date | 1968-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Retail Food Employers & Ufcw Local 711 Pension)
Sponsor-wide plan assets over time
All Board of Trustees Retail Food Employers & Ufcw Local 711 Pension plans reported in each filing year
- Latest sponsor-wide plan assets
- $367M 9.949748250946957% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8,484 | $333M |
| 2023 | 1 | 8,448 | $355M |
| 2024 | 1 | 8,046 | $367M |
Nearby Defined Benefit (Pension) Plans in Utah
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Deseret Mutual Master Retirement Plan $7.1B · 10,478
- Intermountain Healthcare Pension Plan $3.4B · 26,724
- Rio Tinto America Inc. Retirement Plan $916M · 1,564
- America First Credit Union Pension Plan $600M · 2,645
- Retirement Plan for Employees of Intermountain Power Service Corporation $330M · 315
Scale composition for Retail Food Employers & Ufcw Local 711 Pension
Retail Food Employers & Ufcw Local 711 Pension reports $367M in end-of-year assets across 8,046 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $45,568 per participant (33% of the national average assets-per-participant) . Net income for plan year 2024 was $11M.
This plan identity (EIN 516031512, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $333M to $367M (+9.9%) while covered participants moved from 8,484 to 8,046 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,484 | $333M | Open filing |
| 2023 | 8,448 | $355M | Open filing |
| 2024 · index core | 8,046 | $367M | This page |
Retail Food Employers & Ufcw Local 711 Pension's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Utah, the nearest Defined Benefit (Pension) by assets is Golub Corporation Employees Retirement Plan in NY ($366M); by covered participants it is Adm Retirement Plan in IL (8,042 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($367M here).
- Golub Corporation Employees Retirement Plan (NY) $366M · 6,531
- Metro Ila Pension Fund (NJ) $366M · 1,020
- Suez Water Resources LLC Retirement Plan (NJ) $366M · 459
- Local No. 863 Pension Plan (NJ) $366M · 11
Similar participant headcount
Nearest other-state filings by covered participants (8,046 participants); asset peers above are excluded.
- Adm Retirement Plan (IL) 8,042 · 4 off
- Bae Systems Employees' Retirement Plan (VA) 8,058 · 12 off
- Rochester General Health System Employee Retirement Plan (NY) 8,078 · 32 off
- The Albany Medical Center Retirement Plan (NY) 7,988 · 58 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.