Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Retail Food Employers & Ufcw Local 711 Pension Pension Plan

Data updated 2026-07-24

$367M
Total assets: 8,046
Participants: 96th
Percentile by assets: $45,568
Avg per participant

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.

96th percentile by assets (of 116,472 plans)

Coverage in Utah

Retail Food Employers & Ufcw Local 711 Pension covers 8,046 participants in Utah, 13x the typical Utah plan (state average ~609 per filing). Assets: $367M.

$367M
total plan assets (2024 EOY): 8,046
covered participants: 96th
percentile by assets (of 116,472 plans): $45,568
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Utah

Industry

Retail Trade

Participants vs Utah filers

In Utah, the average filing covers about 609 participants across 1,226 plans. Retail Food Employers & Ufcw Local 711 Pension reports 8,046 participants - 13x that state average ($367M EOY assets).

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)

Total plan assets by year, all Board of Trustees Retail Food Employers & Ufcw Local 711 Pension plans on file

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.

Retail Food Employers & Ufcw Local 711 Pension vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants

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

Compare Retail Food Employers & Ufcw Local 711 P… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retail Food Employers & Ufcw Local 711 Pension by total assets, not by location.

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
Iuoe Local 30 Pension Fund (NY) $367M · 2,396

Frequently Asked Questions

How did Retail Food Employers & Ufcw Local 711 Pension assets move in 2024? ▼

Retail Food Employers & Ufcw Local 711 Pension edged up modestly - up 3.1% during 2024, from $355M to $367M. Reported net income was $11M.

How have Board of Trustees Retail Food Employers & Ufcw Local 711 Pension plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Retail Food Employers & Ufcw Local 711 Pension's sponsor-wide assets grew 9.9%, from $333M to $367M.

Where does Retail Food Employers & Ufcw Local 711 Pension rank by assets among Form 5500 filers? ▼

Retail Food Employers & Ufcw Local 711 Pension ranks in the 96th 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 Retail Food Employers & Ufcw Local 711 Pension? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Golub Corporation Employees Retirement Plan in NY ($366M, 6,531 participants).

Next read for Retail Food Employers & Ufcw Local 711 P…

Filing takeaways

Ways to act on Retail Food Employers & Ufcw Local 711 Pension's numbers.

By total assets, Retail Food Employers & Ufcw Local 711 Pension 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 Utah. Compare plans
Board of Trustees Retail Food Employers & Ufcw Local 711 Pension's sponsor-wide assets have grown 9.9% 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 516031512.

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.