Money Purchase · DOL Form 5500 · 2024

Board of Trustees Ufcw No. California Food Employers Joint Ind Account Money Purchase Plan

Data updated 2026-08-25

$267M
Total assets Near avg plan size
24,156
Participants Very large workforce
95th
Percentile by assets National rank
$11,059
Avg per participant Low balance/head
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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.

  • #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.

#7,835
in Retail Trade (8,048 peers)
+5.0%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Ufcw No. California Food Employers Joint Individual Account Plan's outsized position by total assets

Ufcw No. California Food Employers Joint Individual Account Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$267,136,981 Top 5% higher than 95% 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 Food Employers Joint Individual Account 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 Food Employers Joint Individual Account Plan is a mega filing (24,156 participants), the rightmost band on the breakdown.

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 680161773 · Board of Trustees Ufcw No. California Food Employers Joint Ind Account PY 2024 · Money Purchase

Ufcw No. California Food Employers Joint Individual Account Plan · $267M · 24,156 · 95th

  • PHOTO $267M
  • IND 24,156
  • EOY 95th
  • 5500 Money Purchase
  • ASSETS near Apache Corporation Money Purchase Retirement Plan
  • PCT ind #7835

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 Food Employers Joint Individual Account Plan in the asset neighbourhood

Massachusetts Bricklayers & Masons Annuity FundMassachusetts Bricklayers & …$273MKpmg Personal Account for RetirementKpmg Personal Account for Re…$272MApache Corporation Money Purchase Retirement PlanApache Corporation Money Pur…$271MUfcw No. California Food Employers Joint Individual Account PlanUfcw No. California Food Emp…$267MBillings Clinic Pension Plan$262M
End-of-year total assets ($M) among Ufcw No. California Food Employers Joint Individual Account Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$254M
Net Assets (End of Year)$267M
Net Income$13M
Employer EIN680161773
Plan Effective Date1987-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Ufcw No. California Food Employers Joint Ind Account)

Sponsor-wide plan assets over time

All Board of Trustees Ufcw No. California Food Employers Joint Ind Account plans reported in each filing year

Latest sponsor-wide plan assets
$267M 8.811254445012787% vs 2022
2024 filing year
$240M$250M$260M$270M 202220232024 $246M $267M ▲ +8.8%
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 Scatter plot of 6 data points. 150002000025000300003500040000 -20246810 Total assets ($B) Participants Ufcw No. California Food Employers Joint Individual Account Plan, Total assets ($B): 0.267136981 · Participants: 24156Ufcw No. California Food Employers Joint Individual Account PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 7.903445624 · Participants: 18550The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.667619665 · Participants: 37013Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 5.016619293 · Participants: 19806University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.48261473 · Participants: 24741Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America - Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.321194427 · Participants: 23032Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan
Ufcw No. California Food Employers Joint Individual Account Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Ufcw No. California Food Employers Joint Individual Account Plan side-by-side with 3 peers →

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

Ufcw No. California Food Employers Joint Individual Account Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Apache Corporation Money Purchase Retirement Plan in TX ($271M); by covered participants it is International Brotherhood of Trade Unions Local 713 Annuity Fund in NY (25,523 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($267M here).

Similar participant headcount

Nearest other-state filings by covered participants (24,156 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 Food Employers Joint Individual Account Plan assets move in 2024? ▼
Ufcw No. California Food Employers Joint Individual Account Plan grew at a solid clip - up 5.0% during 2024, from $254M to $267M. Reported net income was $13M.
How have Board of Trustees Ufcw No. California Food Employers Joint Ind Account plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Ufcw No. California Food Employers Joint Ind Account's sponsor-wide assets grew 8.8%, from $246M to $267M.
Where does Ufcw No. California Food Employers Joint Individual Account Plan rank by assets among Form 5500 filers? ▼
Ufcw No. California Food Employers Joint Individual Account Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Ufcw No. California Food Employers Joint Individual Account Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Apache Corporation Money Purchase Retirement Plan in TX ($271M, 1,492 participants).
Which Money Purchase plans cover a similar participant headcount to Ufcw No. California Food Employers Joint Individual Account Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is International Brotherhood of Trade Unions Local 713 Annuity Fund in NY (25,523 participants, $34M 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 680161773.

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.