UFCW UNION & PARTCIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FUND

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 6, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UFCW UNION & PARTICIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION F

This Other plan holds $872M in total assets and serves 4,402 participants as of 2024. It is sponsored by UFCW UNION & PARTICIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION F in Pennsylvania. The plan reported a net loss of $48M for the year.

Total Assets (2023)

$872M

Participants

4,402

State

Pennsylvania

Industry

Retail Trade

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 a Other retirement plan sponsored by UFCW UNION & PARTICIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION F, headquartered in Pennsylvania. As of the 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 moved from $235M at the beginning of 2024 to $872M at year-end — a gain of 271.6%. Net assets (after liabilities) closed the year at $869M, with reported net income of $-48,266,802 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.

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.

Financial Summary (2023)

Total Assets (Beginning of Year)	$235M
Total Assets (End of Year)	$872M
Net Assets (End of Year)	$869M
Net Income	$-48,266,802
Plan Type	Other
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)

Year	Plans	Participants	Total Assets
2022	1	5,533	$267M
2023	1	5,055	$235M
2024	1	4,402	$872M

Nearby Other Plans in Pennsylvania

Peer Other plans — same state, same plan type — ranked by total assets.

NATIONAL ELEVATOR INDUSTRY PENSION PLAN $11.2B · 27,434
WAWA, INC. EMPLOYEE STOCK OWNERSHIP PLAN $5.3B · 42,695
EASTERN ATLANTIC STATES CARPENTERS PENSION FUND $4.7B · 11,775
THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN $3.1B · 41,942
GLAXOSMITHKLINE CASH BALANCE PENSION PLAN $2.9B · 8,441

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Frequently Asked Questions

How much money is in the UFCW UNION & PARTCIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FUND? ▼

As of the 2024 Form 5500 filing, UFCW UNION & PARTCIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FUND holds $872M in total assets with 4,402 participants. It is sponsored by UFCW UNION & PARTICIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION F.

What type of plan is UFCW UNION & PARTCIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FUND? ▼

UFCW UNION & PARTCIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FUND is a Other plan. It has been effective since 1958-10-13. The plan is filed with the U.S. Department of Labor under EIN 236396097.

Who sponsors the UFCW UNION & PARTCIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FUND? ▼

UFCW UNION & PARTCIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FUND is sponsored by UFCW UNION & PARTICIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION F, located in Pennsylvania. The sponsor's EIN is 236396097 and the plan operates in the Retail Trade industry.

How did UFCW UNION & PARTCIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FUND perform in 2024? ▼

UFCW UNION & PARTCIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FUND grew by 271.6% during 2024, moving from $235M to $872M in total assets. Net income was $-48,266,802.

Where can I find official filings for UFCW UNION & PARTCIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FUND? ▼

Official Form 5500 filings for UFCW UNION & PARTCIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 236396097 or plan name at efast.dol.gov.

How does UFCW UNION & PARTCIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FUND compare to other plans? ▼

You can compare UFCW UNION & PARTCIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FUND against other Other plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.