Defined Benefit (Pension) · DOL Form 5500 · 2024
Ufcw Union & Participating Food Industry Employers Tri-State Pension F Pension Plan
Data updated 2026-08-25
- $872M
- Total assets Above avg plan size
- 4,402
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $198,088
- Avg per participant Above avg balance/head
Official DOL plan name: Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund · Sponsored by Ufcw Union & Participating Food Industry Employers Tri-State Pension F · Pennsylvania · Retail Trade
$872M in assets, 4,402 participants
Ufcw Union & Participating Food Industry Employers Tri-State Pension F's Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund reported $872M in total assets and 4,402 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #7,951 in Retail Trade (8,048 peers)
Coverage in Pennsylvania
Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund covers 4,402 participants in Pennsylvania, 5.4x the typical Pennsylvania plan (state average ~822 per filing). Assets: $872M.
- #7,951
- in Retail Trade (8,048 peers)
- +271.6%
- assets growth YoY
- 8.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $48M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund's outsized position by total assets
Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$871,984,734 Top 2% higher than 98% 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 Union & Partcipating Food Industry Employers Tri-State Pension Fund'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 Union & Partcipating Food Industry Employers Tri-State Pension Fund lands in the large band (4,402 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund end-of-year assets rose from $235M in the plan year 2023 filing to $872M in the plan year 2024 filing.
- Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund reported net income fell from -$34M in the plan year 2023 filing to -$48M in the plan year 2024 filing.
- Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund reported participants fell from 5,055 in the plan year 2023 filing to 4,402 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 236396097 · Ufcw Union & Participating Food Industry Employers Tri-State Pension F PY 2024 · Defined Benefit (Pension)
Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund · $872M · 4,402 · 98th
- EIN $872M
- EIN 4,402
- EIN 98th
- EIN Defined Benefit (Pension)
- EIN near Kimberly-Clark Corporation Pension Plan
- EIN ind #7951
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 Pennsylvania →
Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $235M |
|---|---|
| Net Assets (End of Year) | $869M |
| Net Income | -$48M |
| Employer EIN | 236396097 |
| Plan Effective Date | 1958-10-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ufcw Union & Participating Food Industry Employers Tri-State Pension F)
Sponsor-wide plan assets over time
All Ufcw Union & Participating Food Industry Employers Tri-State Pension F plans reported in each filing year
- Latest sponsor-wide plan assets
- $872M 225.97650813653104% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,533 | $267M |
| 2023 | 1 | 5,055 | $235M |
| 2024 | 1 | 4,402 | $872M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $12.2B · 28,308
- Steelworkers Pension Trust $7.2B · 46,110
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Kimberly-Clark Corporation Pension Plan in WI ($872M); by covered participants it is General Mills Pension Plan in MN (4,397 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($872M here).
- Kimberly-Clark Corporation Pension Plan (WI) $872M · 1,522
- Curtiss Wright Corporation Retirement Plan (NJ) $873M · 1,625
- California Water Service Company Pension Plan (CA) $871M · 1,242
- Swedish Health Services Pension Plan (WA) $875M · 1,550
Similar participant headcount
Nearest other-state filings by covered participants (4,402 participants); asset peers above are excluded.
- General Mills Pension Plan (MN) 4,397 · 5 off
- Nevada Resort Association Iatse Local 720 Retirement Plan (NV) 4,388 · 14 off
- Oncor Retirement Plan (TX) 4,386 · 16 off
- Xpo Pension Plan (OR) 4,421 · 19 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.