Money Purchase · DOL Form 5500 · 2024
Board of Trustees Ufcw No. California Food Employers Joint Ind Account Money Purchase Plan
Data updated 2026-08-11
- $267M
- Total assets
- 24,156
- Participants
- 95th
- Percentile by assets
- $11,059
- Avg per participant
Official DOL plan name: Ufcw No. California Food Employers Joint Individual Account Plan · Sponsored by Board of Trustees Ufcw No. California Food Employers Joint Ind Account · California · Retail Trade
$267M in assets, 24,156 participants
Board of Trustees Ufcw No. California Food Employers Joint Ind Account's Ufcw No. California Food Employers Joint Individual Account Plan reported $267M in total assets and 24,156 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 123,622 plans)
- #7,835 in Retail Trade (8,048 peers)
Coverage in California
Ufcw No. California Food Employers Joint Individual Account Plan covers 24,156 participants in California, 38x the typical California plan (state average ~630 per filing). Assets: $267M.
- $267M
- total plan assets (2024 EOY)
- 24,156
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $11,059
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ufcw No. California Food Employers Joint Individual Account Plan reported net income rose from $9M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Ufcw No. California Food Employers Joint Individual Account Plan reported participants rose from 22,868 in the plan year 2023 filing to 24,156 in the plan year 2024 filing.
- Ufcw No. California Food Employers Joint Individual Account Plan end-of-year assets rose from $254M in the plan year 2023 filing to $267M 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 Food Employers Joint Individual Account Plan reports 24,156 participants - 38x that state average ($267M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $254M |
|---|---|
| Net Assets (End of Year) | $267M |
| Net Income | $13M |
| Employer EIN | 680161773 |
| Plan Effective Date | 1987-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Ufcw No. California Food Employers Joint Ind Account)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11,684 | $246M |
| 2023 | 1 | 22,868 | $254M |
| 2024 | 1 | 24,156 | $267M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Ufcw No. California Food Employers Joint Individual Account Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Scale composition for Ufcw No. California Food Employers Joint Individual Account Plan
Ufcw No. California Food Employers Joint Individual Account Plan reports $267M in end-of-year assets across 24,156 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.026% of 93,925,755 covered participants) - about $11,059 per participant (8% of the national average assets-per-participant) . Net income for plan year 2024 was $13M.
This plan identity (EIN 680161773, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $246M to $267M (+8.8%) while covered participants moved from 11,684 to 24,156 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,684 | $246M | Open filing |
| 2023 | 22,868 | $254M | Open filing |
| 2024 · index core | 24,156 | $267M | This page |
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Ufcw No. California Food Employers Joint Individual Account Plan by total assets, not by location.
- Apache Corporation Money Purchase Retirement Plan (TX) $271M · 1,492
- Billings Clinic Pension Plan (MT) $262M · 5,580
- Kpmg Personal Account for Retirement (NJ) $272M · 455
- Massachusetts Bricklayers & Masons Annuity Fund (MA) $273M · 2,114
Frequently Asked Questions
How did Ufcw No. California Food Employers Joint Individual Account Plan assets move in 2024? ▼
How have Board of Trustees Ufcw No. California Food Employers Joint Ind Account plan assets changed over time? ▼
Where does Ufcw No. California Food Employers Joint Individual Account Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Ufcw No. California Food Employers Joint Individual Account Plan? ▼
Next read for Ufcw No. California Food Employers Joint…
Filing takeaways
Ways to act on Ufcw No. California Food Employers Joint Individual Account Plan's numbers.
- By total assets, Ufcw No. California Food Employers Joint Individual Account Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Board of Trustees Ufcw No. California Food Employers Joint Ind Account's sponsor-wide assets have grown 8.8% since 2022 across 3 plan years on file. More Retail Trade plans