401(k) · DOL Form 5500 · 2024
Board of Trustees, Ufcw Investment Savings Plan and 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 2,893
- Participants Above avg headcount
- 80th
- Percentile by assets National rank
- $12,619
- Avg per participant Low balance/head
Official DOL plan name: Ufcw Investment Savings Plan and Trust · Sponsored by Board of Trustees, Ufcw Investment Savings Plan and · Oregon · Retail Trade
$37M in assets, 2,893 participants
Board of Trustees, Ufcw Investment Savings Plan and's Ufcw Investment Savings Plan and Trust reported $37M in total assets and 2,893 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #7,112 in Retail Trade (8,048 peers)
Coverage in Oregon
Ufcw Investment Savings Plan and Trust covers 2,893 participants in Oregon, 6.5x the typical Oregon plan (state average ~443 per filing). Assets: $37M.
- #7,112
- in Retail Trade (8,048 peers)
- +13.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Ufcw Investment Savings Plan and Trust's outsized position by total assets
Ufcw Investment Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,505,627 Top 20% higher than 80% 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
Ufcw Investment Savings Plan and Trust's large-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 Investment Savings Plan and Trust lands in the large band (2,893 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ufcw Investment Savings Plan and Trust end-of-year assets rose from $32M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- Ufcw Investment Savings Plan and Trust reported participants rose from 2,706 in the plan year 2023 filing to 2,893 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 911852794 · Board of Trustees, Ufcw Investment Savings Plan and PY 2024 · 401(k)
Ufcw Investment Savings Plan and Trust · $37M · 2,893 · 80th
- PHOTO $37M
- PHOTO 2,893
- PHOTO 80th
- PHOTO 401(k)
- PHOTO near Orbital Engineering, Inc. 401(k) Retirement Savings Plan
- PHOTO ind #7112
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 Oregon →
Ufcw Investment Savings Plan and Trust in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $4M |
| Employer EIN | 911852794 |
| Plan Effective Date | 1997-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Ufcw Investment Savings Plan and)
Sponsor-wide plan assets over time
All Board of Trustees, Ufcw Investment Savings Plan and plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 32.05630693055625% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,698 | $28M |
| 2023 | 1 | 2,706 | $32M |
| 2024 | 1 | 2,893 | $37M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Ufcw Investment Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Orbital Engineering, Inc. 401(k) Retirement Savings Plan in PA ($37M); by covered participants it is Buckle 401(k) Plan in NE (2,893 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Orbital Engineering, Inc. 401(k) Retirement Savings Plan (PA) $37M · 533
- Ata 401(k) Retirement Savings Plan (DC) $37M · 149
- Retirement Income Security Plan-Taxhawk, Inc. (UT) $37M · 142
- Cowan Systems 401(k) Profit Sharing Plan (MD) $37M · 2,150
Similar participant headcount
Nearest other-state filings by covered participants (2,893 participants); asset peers above are excluded.
- Buckle 401(k) Plan (NE) 2,893 · 0 off
- Mizuho Americas 401(k) Plan (NY) 2,893 · 0 off
- Awg, Inc Restated 401(k) Plan (KS) 2,892 · 1 off
- Sargent & Lundy Savings Investment Plan (IL) 2,892 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.