Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund

Other · DOL Form 5500 · 2024

What the Filing Says About Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund

Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund is an Other retirement plan sponsored by Ufcw Union & Participating Food Industry Employers Tri-State Pension F, headquartered in Pennsylvania. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $872M in total end-of-year assets and covers 4,402 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 236396097, and the plan has been effective since 1958-10-13. Its filing status is currently FILING RECEIVED.

Year over year, total assets surged from $235M at the beginning of 2024 to $872M at year-end - up 271.6%. Net assets (after liabilities) closed the year at $869M, with reported net income of -$48M 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.

Across the 3 plan years Ufcw Union & Participating Food Industry Employers Tri-State Pension F has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $267M to $872M, a gain of 226.0%, while reported participants moved from 5,533 to 4,402 (-20.4%). The strongest year on file by total sponsor assets was 2024 at $872M; the softest was 2023 at $235M. Year-by-year, sponsor-wide filings show: 2022 - $267M in assets across 1 plan covering 5,533 participants; 2023 - $235M in assets across 1 plan covering 5,055 participants; 2024 - $872M in assets across 1 plan covering 4,402 participants.

By assets, Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund outranks 98% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 8.7x the national average plan size of $100M and 730 average participants.

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.

How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.