Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees the Ufcw Unions and Participating Employers Pension Pension Plan
Data updated 2026-08-25
- $95M
- Total assets Below avg plan size
- 1,827
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $51,874
- Avg per participant Low balance/head
Official DOL plan name: Ufcw Unions and Participating Employers Pension Plan · Sponsored by Board of Trustees the Ufcw Unions and Participating Employers Pension · Maryland · Finance & Insurance
$95M in assets, 1,827 participants
Board of Trustees the Ufcw Unions and Participating Employers Pension's Ufcw Unions and Participating Employers Pension Plan reported $95M in total assets and 1,827 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #7,225 in Finance & Insurance (8,549 peers)
Where Ufcw Unions and Participating Employers Pension Plan sits by assets
Ufcw Unions and Participating Employers Pension Plan sits in the top 10% of all filed plans by assets, $95M for 1,827 participants (~$51,874/participant), down 6.3% in 2024.
- #7,225
- in Finance & Insurance (8,549 peers)
- -6.3%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ufcw Unions and Participating Employers Pension Plan's outsized position by total assets
Ufcw Unions and Participating Employers Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$94,773,862 Top 10% higher than 90% 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
Ufcw Unions and Participating Employers Pension Plan'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 Unions and Participating Employers Pension Plan lands in the large band (1,827 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ufcw Unions and Participating Employers Pension Plan reported net income fell from -$4M in the plan year 2023 filing to -$6M in the plan year 2024 filing.
- Ufcw Unions and Participating Employers Pension Plan reported participants rose from 1,694 in the plan year 2023 filing to 1,827 in the plan year 2024 filing.
- Ufcw Unions and Participating Employers Pension Plan end-of-year assets fell from $101M in the plan year 2023 filing to $95M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 526117495 · Board of Trustees the Ufcw Unions and Participating Employers Pension PY 2024 · Defined Benefit (Pension)
Ufcw Unions and Participating Employers Pension Plan · $95M · 1,827 · 90th
- BOY $95M
- BOY 1,827
- BOY 90th
- BOY Defined Benefit (Pension)
- BOY near Cvph Medical Center Emp Defined Benefit Pension Plan
- BOY ind #7225
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 Finance & Insurance retirement plans → · Plans in Maryland →
Ufcw Unions and Participating Employers Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $101M |
|---|---|
| Net Assets (End of Year) | $94M |
| Net Income | -$6M |
| Employer EIN | 526117495 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees the Ufcw Unions and Participating Employers Pension)
Sponsor-wide plan assets over time
All Board of Trustees the Ufcw Unions and Participating Employers Pension plans reported in each filing year
- Latest sponsor-wide plan assets
- $95M 9.809219489843606% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,835 | $105M |
| 2023 | 1 | 1,694 | $101M |
| 2024 | 1 | 1,827 | $95M |
Nearby Defined Benefit (Pension) Plans in Maryland
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Electrical Benefit Fund $20.4B · 332,362
- Lockheed Martin Corporation Salaried Employee Retirement Program $18.3B · 18,014
- Bakery & Confectionery Union & Industry International Pension Fund $6.6B · 14,954
- National Automatic Sprinkler Industry Pension Fund $4.8B · 15,964
- Major League Baseball Players Pension Plan $4.8B · 1,091
Ufcw Unions and Participating Employers Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Maryland, the nearest Defined Benefit (Pension) by assets is Cvph Medical Center Emp Defined Benefit Pension Plan in NY ($95M); by covered participants it is Avantor Pension Plan in PA (1,829 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($95M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,827 participants); asset peers above are excluded.
- Avantor Pension Plan (PA) 1,829 · 2 off
- Florida Carpenters Pension Plan (TN) 1,821 · 6 off
- Wakemed Pension Plan (NC) 1,835 · 8 off
- Laborers Agc Pension Trust of Montana (WA) 1,835 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.