Defined Benefit (Pension) · DOL Form 5500 · 2024

Brd of Ttees Ufcw Local One Pension Fund Pension Plan

Data updated 2026-08-06

$968M
Total assets: 125
Participants: 98th
Percentile by assets: $7.7M
Avg per participant

Official DOL plan name: Ufcw Local One Pension Fund · Sponsored by Brd of Ttees Ufcw Local One Pension Fund · New York · Retail Trade

$968M in assets, 125 participants

Brd of Ttees Ufcw Local One Pension Fund's Ufcw Local One Pension Fund reported $968M in total assets and 125 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.

98th percentile by assets (of 116,472 plans)

Coverage in New York

Ufcw Local One Pension Fund covers 125 participants in New York, about 16% of the average New York filer (state average ~795 per filing). Assets: $968M.

$968M
total plan assets (2024 EOY): 125
covered participants: 98th
percentile by assets (of 116,472 plans): $7.7M
avg assets per participant

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ufcw Local One Pension Fund reported net income fell from $802M in the plan year 2023 filing to -$19M in the plan year 2024 filing.
Ufcw Local One Pension Fund reported participants fell from 270 in the plan year 2023 filing to 125 in the plan year 2024 filing.
Ufcw Local One Pension Fund end-of-year assets fell from $988M in the plan year 2023 filing to $968M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Retail Trade

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Ufcw Local One Pension Fund reports 125 participants - about 16% of that state average ($968M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$988M
Net Assets (End of Year)	$967M
Net Income	-$19M
Employer EIN	166144007
Plan Effective Date	1963-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Brd of Ttees Ufcw Local One Pension Fund)

Total plan assets by year, all Brd of Ttees Ufcw Local One Pension Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	294	$185M
2023	1	270	$988M
2024	1	125	$968M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ufcw Local One Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $17.9B · 48,014
1199seiu Health Care Employees Pension Fund $16.9B · 111,833
Consolidated Edison Retirement Plan $15.6B · 10,608
Pfizer Consolidated Pension Plan $10.0B · 8,876
GE Energy Pension Plan $8.9B · 5,829

Compare Ufcw Local One Pension Fund side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Ufcw Local One Pension Fund by total assets, not by location.

Exelon Pension Plan (IL) $967M · 2,107
Advocate Aurora Health Pension Plan (IL) $966M · 10,936
Retirement Plan of Idaho Power Company (ID) $971M · 2,113
Snap-on Incorporated Retirement Plan (WI) $972M · 3,863

Frequently Asked Questions

How did Ufcw Local One Pension Fund assets move in 2024? ▼

Ufcw Local One Pension Fund edged down modestly - down 2.0% during 2024, from $988M to $968M. Reported net income was -$19M.

How have Brd of Ttees Ufcw Local One Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Brd of Ttees Ufcw Local One Pension Fund's sponsor-wide assets grew 423.0%, from $185M to $968M.

Where does Ufcw Local One Pension Fund rank by assets among Form 5500 filers? ▼

Ufcw Local One Pension Fund ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Ufcw Local One Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Exelon Pension Plan in IL ($967M, 2,107 participants).

Next read for Ufcw Local One Pension Fund

Filing takeaways

Ways to act on Ufcw Local One Pension Fund's numbers.

By total assets, Ufcw Local One Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
Brd of Ttees Ufcw Local One Pension Fund's sponsor-wide assets have grown 423.0% since 2022 across 3 plan years on file. More Retail Trade plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 166144007.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.