Defined Benefit (Pension) · DOL Form 5500 · 2024

Brd of Ttees Ufcw Local One Pension Fund Pension Plan

Data updated 2026-08-25

$968M
Total assets Above avg plan size
125
Participants Small participant base
98th
Percentile by assets National rank
$7.7M
Avg per participant High balance/head
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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.

  • #7,963 in Retail Trade (8,048 peers)

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 ~798 per filing). Assets: $968M.

#7,963
in Retail Trade (8,048 peers)
-2.0%
assets change YoY
9.7×
vs typical plan assets (national mean)

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's outsized position by total assets

Ufcw Local One Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$968,479,600 Top 2% higher than 98% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Ufcw Local One Pension Fund among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ufcw Local One Pension Fund sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

DOL schedule card

Filing strip 166144007 · Brd of Ttees Ufcw Local One Pension Fund PY 2024 · Defined Benefit (Pension)

Ufcw Local One Pension Fund · $968M · 125 · 98th

  • 5500 $968M
  • 5500 125
  • 5500 98th
  • 5500 Defined Benefit (Pension)
  • 5500 near Exelon Pension Plan
  • 5500 ind #7963

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 New York →

Ufcw Local One Pension Fund in the asset neighbourhood

Snap-on Incorporated Retirement PlanSnap-on Incorporated Retirem…$972MRetirement Plan of Idaho Power CompanyRetirement Plan of Idaho Pow…$971MUfcw Local One Pension Fund$968MExelon Pension Plan$967MAdvocate Aurora Health Pension PlanAdvocate Aurora Health Pensi…$966M
End-of-year total assets ($M) among Ufcw Local One Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$988M
Net Assets (End of Year)$967M
Net Income-$19M
Employer EIN166144007
Plan Effective Date1963-09-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Brd of Ttees Ufcw Local One Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$968M 423.0384015808503% vs 2022
2024 filing year
$0M$500M$1,000M$1,500M 202220232024 $185M $968M ▲ +423.1%
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 Scatter plot of 6 data points. -50000050000100000150000 05101520 Total assets ($B) Participants Ufcw Local One Pension Fund, Total assets ($B): 0.9684796 · Participants: 125Ufcw Local One Pension FundIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Ufcw Local One Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Ufcw Local One Pension Fund side-by-side with 3 peers →

Ufcw Local One Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Exelon Pension Plan in IL ($967M); by covered participants it is Clark Equipment Company Retirement Plan (Plan 50) in ND (125 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($968M here).

Similar participant headcount

Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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 123,622 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw Local One Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Clark Equipment Company Retirement Plan (Plan 50) in ND (125 participants, $101M in assets).

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.