Money Purchase · DOL Form 5500 · 2024

The Board of Trustees of the Ufcw- Cannabis Industry Individual Accoun Money Purchase Plan

Data updated 2026-08-25

$363K
Total assets Small plan by assets
N/A
Participants Small participant base
15th
Percentile by assets National rank
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Official DOL plan name: Ufcw-Cannabis Industry Individual Account Plan · Sponsored by The Board of Trustees of the Ufcw- Cannabis Industry Individual Accoun · Arizona · Retail Trade

$363K in assets, N/A participants

The Board of Trustees of the Ufcw- Cannabis Industry Individual Accoun's Ufcw-Cannabis Industry Individual Account Plan reported $363K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,986 in Retail Trade (8,048 peers)

What the 2024 filing shows

Ufcw-Cannabis Industry Individual Account Plan holds $363K for N/A participants, among the smaller plans by assets on file.

#1,986
in Retail Trade (8,048 peers)
$363K
reported net income

Ufcw-Cannabis Industry Individual Account Plan among the smaller filed plans by assets

Ufcw-Cannabis Industry Individual Account Plan vs every filed plan by assets

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

$363,333 15th percentile higher than 15% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

DOL schedule card

Filing strip 365096695 · The Board of Trustees of the Ufcw- Cannabis Industry Individual Accoun PY 2024 · Money Purchase

Ufcw-Cannabis Industry Individual Account Plan · $363K · N/A · 15th

  • NET $363K
  • NET N/A
  • NET 15th
  • NET Money Purchase
  • NET near Dr. Benjamin Medina Profit Sharing & Money Purchase Plan
  • NET ind #1986

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 Arizona →

Ufcw-Cannabis Industry Individual Account Plan in the asset neighbourhood

Ufcw-Cannabis Industry Individual Account PlanUfcw-Cannabis Industry Indiv…$363KDr. Benjamin Medina Profit Sharing & Money Purchase PlanDr. Benjamin Medina Profit S…$363KRivera-Ponce Retirement Plan$363KAtlantic Sales Inc Profit Sharing and Money Purchase PlanAtlantic Sales Inc Profit Sh…$364KJ Keith Mitchell Md Money Purchase Plan & TrustJ Keith Mitchell Md Money Pu…$359K
End-of-year total assets ($M) among Ufcw-Cannabis Industry Individual Account Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$363K
Net Income$363K
Employer EIN365096695
Plan Effective Date2024-07-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Arizona

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Ufcw-Cannabis Industry Individual Account Plan vs. nearby Money Purchase plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -50050100150 Total assets ($M) Participants Ufcw-Cannabis Industry Individual Account Plan, Total assets ($M): 0.363333 · Participants: 0Ufcw-Cannabis Industry Individual Account PlanIBEW Local No 640 & Az Chapter NECA Defined Contribution Plan, Total assets ($M): 136.952336 · Participants: 5798IBEW Local No 640 & Az Chapter NECA Defined Contribution PlanIBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity, Total assets ($M): 42.320659 · Participants: 1481IBEW Local Nos 570 & 518 and Southern Az Chap NECA AnnuityThe Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1, Total assets ($M): 17.086634 · Participants: 51The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan, Total assets ($M): 15.457697 · Participants: 555Operative Plasterers and Cement Masons Local 394 Defined Contribution PlanBenjamin E. Myers Money Purchase Pension Plan and Trust, Total assets ($M): 12.852182 · Participants: 1Benjamin E. Myers Money Purchase Pension Plan and Trust
Ufcw-Cannabis Industry Individual Account Plan vs. nearby Money Purchase plans in Arizona, assets vs. participants
Compare Ufcw-Cannabis Industry Individual Account Plan side-by-side with 3 peers →

Ufcw-Cannabis Industry Individual Account Plan's closest out-of-state Money Purchase peers by assets

Outside Arizona, the nearest Money Purchase by end-of-year assets is Dr. Benjamin Medina Profit Sharing & Money Purchase Plan in PR at $363K (this filing: $363K).

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

Frequently Asked Questions

Where does Ufcw-Cannabis Industry Individual Account Plan rank by assets among Form 5500 filers? ▼
Ufcw-Cannabis Industry Individual Account Plan ranks in the 15th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Ufcw-Cannabis Industry Individual Account Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Dr. Benjamin Medina Profit Sharing & Money Purchase Plan in PR ($363K, 3 participants).

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 365096695.

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.