Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees, Ufcw No. California Employers Joint Pension Plan Pension Plan
Data updated 2026-08-11
- $2.9B
- Total assets
- 43,053
- Participants
- 99th
- Percentile by assets
- $67,945
- Avg per participant
Official DOL plan name: Ufcw No. California Employers Joint Pension Plan · Sponsored by Board of Trustees, Ufcw No. California Employers Joint Pension Plan · California · Retail Trade
$2.9B in assets, 43,053 participants
Board of Trustees, Ufcw No. California Employers Joint Pension Plan's Ufcw No. California Employers Joint Pension Plan reported $2.9B in total assets and 43,053 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 123,622 plans)
- #8,018 in Retail Trade (8,048 peers)
Coverage in California
Ufcw No. California Employers Joint Pension Plan covers 43,053 participants in California, 68x the typical California plan (state average ~630 per filing). Assets: $2.9B.
- $2.9B
- total plan assets (2024 EOY)
- 43,053
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $67,945
- avg assets per participant
The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Ufcw No. California Employers Joint Pension Plan sits by total assets
Ufcw No. California Employers Joint Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,925,254,008 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ufcw No. California Employers Joint Pension Plan reported net income fell from -$11M in the plan year 2023 filing to -$40M in the plan year 2024 filing.
- Ufcw No. California Employers Joint Pension Plan reported participants fell from 46,714 in the plan year 2023 filing to 43,053 in the plan year 2024 filing.
- Ufcw No. California Employers Joint Pension Plan end-of-year assets fell from $2.9B in the plan year 2023 filing to $2.9B in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Ufcw No. California Employers Joint Pension Plan reports 43,053 participants - 68x that state average ($2.9B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $2.9B |
|---|---|
| Net Assets (End of Year) | $2.9B |
| Net Income | -$40M |
| Employer EIN | 946313554 |
| Plan Effective Date | 1957-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Ufcw No. California Employers Joint Pension Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 50,493 | $3.0B |
| 2023 | 1 | 46,714 | $2.9B |
| 2024 | 1 | 43,053 | $2.9B |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Ufcw No. California Employers Joint Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Scale composition for Ufcw No. California Employers Joint Pension Plan
Ufcw No. California Employers Joint Pension Plan reports $2.9B in end-of-year assets across 43,053 participants (0.024% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.046% of 93,925,755 covered participants) - about $67,945 per participant (49% of the national average assets-per-participant) . Net income for plan year 2024 was -$40M.
This plan identity (EIN 946313554, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.0B to $2.9B (-2.1%) while covered participants moved from 50,493 to 43,053 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 50,493 | $3.0B | Open filing |
| 2023 | 46,714 | $2.9B | Open filing |
| 2024 · index core | 43,053 | $2.9B | This page |
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Ufcw No. California Employers Joint Pension Plan by total assets, not by location.
- Consolidated Roche Retirement Plan (NJ) $2.9B · 1,965
- Salt River Project Employees' Retirement Plan (AZ) $2.9B · 4,989
- Frontier Communications Pension Plan (CT) $2.9B · 15,141
- Glaxosmithkline Cash Balance Pension Plan (PA) $2.9B · 7,770
Frequently Asked Questions
How did Ufcw No. California Employers Joint Pension Plan assets move in 2024? ▼
How have Board of Trustees, Ufcw No. California Employers Joint Pension Plan plan assets changed over time? ▼
Where does Ufcw No. California Employers Joint Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Ufcw No. California Employers Joint Pension Plan? ▼
Next read for Ufcw No. California Employers Joint Pens…
Filing takeaways
Ways to act on Ufcw No. California Employers Joint Pension Plan's numbers.
- By total assets, Ufcw No. California Employers Joint Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Board of Trustees, Ufcw No. California Employers Joint Pension Plan's sponsor-wide assets have declined 2.1% since 2022 across 3 plan years on file. More Retail Trade plans