Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees, Ufcw No. California Employers Joint Pension Plan Pension Plan

Data updated 2026-08-25

$2.9B
Total assets Very large vs avg
43,053
Participants Very large workforce
99th
Percentile by assets National rank
$67,945
Avg per participant Below avg balance/head
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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.

  • #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.

#8,018
in Retail Trade (8,048 peers)
-0.8%
assets change YoY
29×
vs typical plan assets (national mean)

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.

Ufcw No. California Employers Joint Pension Plan's outsized position 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

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 No. California Employers Joint Pension Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ufcw No. California Employers Joint Pension Plan is a mega filing (43,053 participants), the rightmost band on the breakdown.

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 946313554 · Board of Trustees, Ufcw No. California Employers Joint Pension Plan PY 2024 · Defined Benefit (Pension)

Ufcw No. California Employers Joint Pension Plan · $2.9B · 43,053 · 99th

  • PART $2.9B
  • TYPE 43,053
  • NET 99th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Consolidated Roche Retirement Plan
  • BOY ind #8018

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 California →

Ufcw No. California Employers Joint Pension Plan in the asset neighbourhood

Consolidated Roche Retirement PlanConsolidated Roche Retiremen…$2.9BUfcw No. California Employers Joint Pension PlanUfcw No. California Employer…$2.9BSalt River Project Employees' Retirement PlanSalt River Project Employees…$2.9BFrontier Communications Pension PlanFrontier Communications Pens…$2.9BGlaxosmithkline Cash Balance Pension PlanGlaxosmithkline Cash Balance…$2.9B
End-of-year total assets ($B) among Ufcw No. California Employers Joint Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$2.9B
Net Assets (End of Year)$2.9B
Net Income-$40M
Employer EIN946313554
Plan Effective Date1957-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Ufcw No. California Employers Joint Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees, Ufcw No. California Employers Joint Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$2.9B 2.143740896674924% vs 2022
2024 filing year
$2.92B$2.94B$2.96B$2.98B$3B 202220232024 $2.99B $2.93B ▼ -2.0%
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 Scatter plot of 6 data points. 050000100000150000 010203040 Total assets ($B) Participants Ufcw No. California Employers Joint Pension Plan, Total assets ($B): 2.925254008 · Participants: 43053Ufcw No. California Employers Joint Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Ufcw No. California Employers Joint Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Ufcw No. California Employers Joint Pension Plan side-by-side with 3 peers →

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

Ufcw No. California Employers Joint Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Consolidated Roche Retirement Plan in NJ ($2.9B); by covered participants it is UPS Retirement Plan in GA (43,465 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.9B here).

Similar participant headcount

Nearest other-state filings by covered participants (43,053 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 No. California Employers Joint Pension Plan assets move in 2024? ▼
Ufcw No. California Employers Joint Pension Plan held essentially flat - down 0.8% during 2024, from $2.9B to $2.9B. Reported net income was -$40M.
How have Board of Trustees, Ufcw No. California Employers Joint Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Ufcw No. California Employers Joint Pension Plan's sponsor-wide assets declined 2.1%, from $3.0B to $2.9B.
Where does Ufcw No. California Employers Joint Pension Plan rank by assets among Form 5500 filers? ▼
Ufcw No. California Employers Joint Pension Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Ufcw No. California Employers Joint Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Consolidated Roche Retirement Plan in NJ ($2.9B, 1,965 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw No. California Employers Joint Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is UPS Retirement Plan in GA (43,465 participants, $21.2B 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 946313554.

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.