Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees, So Ca Ufcw Unions & Food Employers Pension Plan

Data updated 2026-07-24

$6.5B
Total assets: 54,456
Participants: 100th
Percentile by assets: $119,301
Avg per participant

Official DOL plan name: Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund · Sponsored by Board of Trustees, So Ca Ufcw Unions & Food Employers · California · Retail Trade

$6.5B in assets, 54,456 participants

Board of Trustees, So Ca Ufcw Unions & Food Employers's Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund reported $6.5B in total assets and 54,456 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.

100th percentile by assets (of 116,472 plans)

Coverage in California

Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund covers 54,456 participants in California, 86x the typical California plan (state average ~637 per filing). Assets: $6.5B.

$6.5B
total plan assets (2024 EOY): 54,456
covered participants: 100th
percentile by assets (of 116,472 plans): $119,301
avg assets per participant

Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund reported net income rose from $311M in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund end-of-year assets rose from $5.2B in the plan year 2023 filing to $6.5B in the plan year 2024 filing.
Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund reported participants rose from 51,823 in the plan year 2023 filing to 54,456 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Retail Trade

Participants vs California filers

In California, the average filing covers about 637 participants across 14,392 plans. Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund reports 54,456 participants - 86x that state average ($6.5B EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$5.2B
Net Assets (End of Year)	$6.5B
Net Income	$1.3B
Employer EIN	951939092
Plan Effective Date	1957-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees, So Ca Ufcw Unions & Food Employers)

Total plan assets by year, all Board of Trustees, So Ca Ufcw Unions & Food Employers plans on file

Year	Plans	Participants	Total Assets
2022	1	56,802	$4.9B
2023	1	51,823	$5.2B
2024	1	54,456	$6.5B

Nearby Defined Benefit (Pension) Plans in California

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

Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Kaiser Permanente Retirement Plan $34.5B · 135,057
Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
Western States Carpenters Pension Plan $11.3B · 48,582
Disney Salaried Pension Plan D $10.4B · 9,984

Compare Southern California Ufcw Unions and Food… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund by total assets, not by location.

Firstenergy Corp. Master Pension Plan (OH) $6.5B · 12,187
Altria Retirement Plan (VA) $6.4B · 2,132
Bakery & Confectionery Union & Industry International Pension Fund (MD) $6.6B · 14,954
Liberty Mutual Retirement Benefit Plan (MA) $6.3B · 34,910

Frequently Asked Questions

How did Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund assets move in 2024? ▼

Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund grew sharply - up 24.1% during 2024, from $5.2B to $6.5B. Reported net income was $1.3B.

How have Board of Trustees, So Ca Ufcw Unions & Food Employers plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees, So Ca Ufcw Unions & Food Employers's sponsor-wide assets grew 32.0%, from $4.9B to $6.5B.

Where does Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund rank by assets among Form 5500 filers? ▼

Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund ranks in the 100th percentile by end-of-year assets among 116,472 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 Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Firstenergy Corp. Master Pension Plan in OH ($6.5B, 12,187 participants).

Next read for Southern California Ufcw Unions and Food…

Filing takeaways

Ways to act on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's numbers.

By total assets, Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
Board of Trustees, So Ca Ufcw Unions & Food Employers's sponsor-wide assets have grown 32.0% 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 951939092.

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.