401(k) · DOL Form 5500 · 2024

Brd of Ttees Ufcw Local One 401(k) Savings Plan 401(k) Plan

Data updated 2026-08-11

$154M
Total assets
9,730
Participants
93rd
Percentile by assets
$15,845
Avg per participant
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Official DOL plan name: Ufcw Local One 401(k) Savings Plan · Sponsored by Brd of Ttees Ufcw Local One 401(k) Savings Plan · New York · Retail Trade

$154M in assets, 9,730 participants

Brd of Ttees Ufcw Local One 401(k) Savings Plan's Ufcw Local One 401(k) Savings Plan reported $154M in total assets and 9,730 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 123,622 plans)
  • #7,730 in Retail Trade (8,048 peers)

Coverage in New York

Ufcw Local One 401(k) Savings Plan covers 9,730 participants in New York, 12x the typical New York plan (state average ~798 per filing). Assets: $154M.

$154M
total plan assets (2024 EOY)
9,730
covered participants
93rd
percentile by assets (of 123,622 plans)
$15,845
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ufcw Local One 401(k) Savings Plan reported net income fell from $18M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Ufcw Local One 401(k) Savings Plan end-of-year assets rose from $143M in the plan year 2023 filing to $154M in the plan year 2024 filing.
  • Ufcw Local One 401(k) Savings Plan reported participants rose from 9,227 in the plan year 2023 filing to 9,730 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Ufcw Local One 401(k) Savings Plan reports 9,730 participants - 12x that state average ($154M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$143M
Net Assets (End of Year)$154M
Net Income$12M
Employer EIN166184130
Plan Effective Date1974-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brd of Ttees Ufcw Local One 401(k) Savings Plan)

$120M$130M$140M$150M$160M 202220232024 $124M $154M ▲ +24.0%
Total plan assets by year, all Brd of Ttees Ufcw Local One 401(k) Savings Plan plans on file
Year Plans Participants Total Assets
2022 1 9,033 $124M
2023 1 9,227 $143M
2024 1 9,730 $154M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ufcw Local One 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

Ufcw Local One 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -20020406080 Total assets ($B) Participants Ufcw Local One 401(k…IBM 401(k) PlanMorgan Stanley 401(k…Pfizer Savings PlanThe Pepsico Savings …The Goldman Sachs 40…
Ufcw Local One 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

Scale composition for Ufcw Local One 401(k) Savings Plan

Ufcw Local One 401(k) Savings Plan reports $154M in end-of-year assets across 9,730 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $15,845 per participant (11% of the national average assets-per-participant) . Net income for plan year 2024 was $12M.

This plan identity (EIN 166184130, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $124M to $154M (+24.0%) while covered participants moved from 9,033 to 9,730 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,033 $124M Open filing
2023 9,227 $143M Open filing
2024 · index core 9,730 $154M This page

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ufcw Local One 401(k) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Ufcw Local One 401(k) Savings Plan assets move in 2024?
Ufcw Local One 401(k) Savings Plan grew at a solid clip - up 8.0% during 2024, from $143M to $154M. Reported net income was $12M.
How have Brd of Ttees Ufcw Local One 401(k) Savings Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Brd of Ttees Ufcw Local One 401(k) Savings Plan's sponsor-wide assets grew 24.0%, from $124M to $154M.
Where does Ufcw Local One 401(k) Savings Plan rank by assets among Form 5500 filers?
Ufcw Local One 401(k) Savings Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ufcw Local One 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Leco Corporation 401(k) Retirement Plan in MI ($154M, 784 participants).

Next read for Ufcw Local One 401(k) Savings Plan

Filing takeaways

Ways to act on Ufcw Local One 401(k) Savings Plan's numbers.

  • By total assets, Ufcw Local One 401(k) Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
  • Brd of Ttees Ufcw Local One 401(k) Savings Plan's sponsor-wide assets have grown 24.0% since 2022 across 3 plan years on file. More Retail Trade plans