401(k) · DOL Form 5500 · 2024
Ufcw International Union 401(k) Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 242
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $278,068
- Avg per participant High balance/head
Official DOL plan name: Ufcw International Savings & Retirement Plan for U.S. Officers and Employees · Sponsored by Ufcw International Union · District of Columbia · Other Services
$67M in assets, 242 participants
Ufcw International Union's Ufcw International Savings & Retirement Plan for U.S. Officers and Employees reported $67M in total assets and 242 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #7,309 in Other Services (7,719 peers)
Coverage in District of Columbia
Ufcw International Savings & Retirement Plan for U.S. Officers and Employees covers 242 participants in District of Columbia, about 17% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $67M.
- #7,309
- in Other Services (7,719 peers)
- -0.1%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $99K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ufcw International Savings & Retirement Plan for U.S. Officers and Employees's outsized position by total assets
Ufcw International Savings & Retirement Plan for U.S. Officers and Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$67,292,568 Top 13% higher than 87% 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 International Savings & Retirement Plan for U.S. Officers and Employees among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ufcw International Savings & Retirement Plan for U.S. Officers and Employees sits mid-pack in the medium band (242 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ufcw International Savings & Retirement Plan for U.S. Officers and Employees reported net income fell from $4M in the plan year 2023 filing to -$99K in the plan year 2024 filing.
- Ufcw International Savings & Retirement Plan for U.S. Officers and Employees reported participants fell from 257 in the plan year 2023 filing to 242 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 530220586 · Ufcw International Union PY 2024 · 401(k)
Ufcw International Savings & Retirement Plan for U.S. Officers and Employees · $67M · 242 · 87th
- BOY $67M
- SCH 242
- EBSA 87th
- PART 401(k)
- TYPE near Delta Dental of New Jersey 401(k) and Profit Sharing Plan
- NET ind #7309
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 Other Services retirement plans → · Plans in District of Columbia →
Ufcw International Savings & Retirement Plan for U.S. Officers and Employees in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | -$99K |
| Employer EIN | 530220586 |
| Plan Effective Date | 1984-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ufcw International Union)
Sponsor-wide plan assets over time
All Ufcw International Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 5.521055837670433% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 254 | $64M |
| 2023 | 1 | 257 | $67M |
| 2024 | 1 | 242 | $67M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $6.5B · 23,090
- Geico 401(k) Savings Plan $6.2B · 30,641
- Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
- Finra Savings Plus Plan $2.5B · 4,201
- Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973
Ufcw International Savings & Retirement Plan for U.S. Officers and Employees's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Delta Dental of New Jersey 401(k) and Profit Sharing Plan in NJ ($67M); by covered participants it is Venus Construction Company 401 (K) Plan in TX (242 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
- Delta Dental of New Jersey 401(k) and Profit Sharing Plan (NJ) $67M · 270
- The Greenberg Farrow Architecture Incorporated Stock Ownership and 401(k) Plan (GA) $67M · 276
- Sid Peterson Memorial Hospital 401(k) Savings and Profit Sharing Plan (TX) $67M · 1,291
- North Central Heart Institute 401(k) Profit Sharing Plan (SD) $67M · 49
Similar participant headcount
Nearest other-state filings by covered participants (242 participants); asset peers above are excluded.
- Venus Construction Company 401 (K) Plan (TX) 242 · 0 off
- Allone Health Resources, Inc. 401(k) Retirement Savings Plan (PA) 242 · 0 off
- Dalton Motors 401(k) Plan (CA) 242 · 0 off
- Buck Institute for Research on Aging 401(k) Plan (CA) 242 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.