Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees, Desert States Employers & Ufcw Pension Plan

Data updated 2026-07-24

$1.0B
Total assets: 24,099
Participants: 98th
Percentile by assets: $43,066
Avg per participant

Official DOL plan name: Desert States Employers & Ufcw Unions Pension Plan · Sponsored by Board of Trustees, Desert States Employers & Ufcw · Arizona · Retail Trade

$1.0B in assets, 24,099 participants

Board of Trustees, Desert States Employers & Ufcw's Desert States Employers & Ufcw Unions Pension Plan reported $1.0B in total assets and 24,099 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 Arizona

Desert States Employers & Ufcw Unions Pension Plan covers 24,099 participants in Arizona, 42x the typical Arizona plan (state average ~577 per filing). Assets: $1.0B.

$1.0B
total plan assets (2024 EOY): 24,099
covered participants: 98th
percentile by assets (of 116,472 plans): $43,066
avg assets per participant

Desert States Employers & Ufcw Unions Pension Plan reported net income fell from $50M in the plan year 2023 filing to $34M in the plan year 2024 filing.
Desert States Employers & Ufcw Unions Pension Plan reported participants rose from 19,139 in the plan year 2023 filing to 24,099 in the plan year 2024 filing.
Desert States Employers & Ufcw Unions Pension Plan end-of-year assets rose from $1.0B in the plan year 2023 filing to $1.0B in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Arizona

Industry

Retail Trade

Participants vs Arizona filers

In Arizona, the average filing covers about 577 participants across 2,182 plans. Desert States Employers & Ufcw Unions Pension Plan reports 24,099 participants - 42x that state average ($1.0B EOY assets).

Arizona filing particulars

Total Assets (Beginning of Year)	$1.0B
Net Assets (End of Year)	$1.0B
Net Income	$34M
Employer EIN	846277982
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees, Desert States Employers & Ufcw)

Total plan assets by year, all Board of Trustees, Desert States Employers & Ufcw plans on file

Year	Plans	Participants	Total Assets
2022	1	25,673	$960M
2023	1	19,139	$1.0B
2024	1	24,099	$1.0B

Nearby Defined Benefit (Pension) Plans in Arizona

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

Desert States Employers & Ufcw Unions Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants

Pinnacle West Capital Corporation Retirement Plan $3.1B · 6,044
Salt River Project Employees' Retirement Plan $2.9B · 4,989
Avnet Pension Plan $472M · 2,732
Liberty Utilities Defined Benefit Pension Plan $405M · 578
Tucson Electric Power Company Salaried Employees Retirement Plan $267M · 846

Compare Desert States Employers & Ufcw Unions Pe… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Desert States Employers & Ufcw Unions Pension Plan by total assets, not by location.

Pension Plan of General Atomics (CA) $1.0B · 11,958
Edison Pension Plan (OR) $1.0B · 4,564
Electrical Workers Local No. 26 Pension Trust Fund (MD) $1.0B · 7,872
Chevron Phillips Chemical Company LP Retirement Plan (TX) $1.0B · 4,433

Frequently Asked Questions

How did Desert States Employers & Ufcw Unions Pension Plan assets move in 2024? ▼

Desert States Employers & Ufcw Unions Pension Plan edged up modestly - up 3.3% during 2024, from $1.0B to $1.0B. Reported net income was $34M.

How have Board of Trustees, Desert States Employers & Ufcw plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees, Desert States Employers & Ufcw's sponsor-wide assets grew 8.1%, from $960M to $1.0B.

Where does Desert States Employers & Ufcw Unions Pension Plan rank by assets among Form 5500 filers? ▼

Desert States Employers & Ufcw Unions Pension Plan 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 Desert States Employers & Ufcw Unions Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of General Atomics in CA ($1.0B, 11,958 participants).

Next read for Desert States Employers & Ufcw Unions Pe…

Filing takeaways

Ways to act on Desert States Employers & Ufcw Unions Pension Plan's numbers.

By total assets, Desert States Employers & Ufcw Unions Pension Plan 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 Arizona. Compare plans
Board of Trustees, Desert States Employers & Ufcw's sponsor-wide assets have grown 8.1% 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 846277982.

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.