Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees-Ufcw Local 174 Retail Pension Fund Pension Plan

Data updated 2026-08-25

$872K
Total assets Small plan by assets: N/A
Participants Small participant base: 22nd
Percentile by assets National rank

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Official DOL plan name: Ufcw Local 174 Retail Pension Fund · Sponsored by Board of Trustees-Ufcw Local 174 Retail Pension Fund · New Jersey · Retail Trade

$872K in assets, N/A participants

Board of Trustees-Ufcw Local 174 Retail Pension Fund's Ufcw Local 174 Retail Pension Fund reported $872K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

#2,750 in Retail Trade (8,048 peers)

2024 asset change

Ufcw Local 174 Retail Pension Fund pulled back noticeably 8.6% in 2024 ($955K → $872K) for N/A participants.

#2,750
in Retail Trade (8,048 peers): -8.6%
assets change YoY

The plan reported a net loss of $83K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ufcw Local 174 Retail Pension Fund among the smaller filed plans by assets

Ufcw Local 174 Retail Pension Fund vs every filed plan by assets

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

$872,222 22nd percentile higher than 22% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Ufcw Local 174 Retail Pension Fund reported net income fell from $5K in the plan year 2023 filing to -$83K in the plan year 2024 filing.
Ufcw Local 174 Retail Pension Fund end-of-year assets fell from $955K in the plan year 2023 filing to $872K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 131845497 · Board of Trustees-Ufcw Local 174 Retail Pension Fund PY 2024 · Defined Benefit (Pension)

Ufcw Local 174 Retail Pension Fund · $872K · N/A · 22nd

EOY $872K
5500 N/A
ASSETS 22nd
PCT Defined Benefit (Pension)
EIN near Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan
RANK ind #2750

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 New Jersey →

End-of-year total assets ($M) among Ufcw Local 174 Retail Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Board of Trustees-Ufcw Local 174 Retail Pension Fund years around the 2024 move

Latest sponsor-wide plan assets: $872K 8.50095147378779% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$953K
2023	1	N/A	$955K
2024	1	N/A	$872K

2024 asset-move particulars

Total Assets (Beginning of Year)	$955K
Net Assets (End of Year)	$866K
Net Income	-$83K
Employer EIN	131845497
Plan Effective Date	1957-01-24
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Ufcw Local 174 Retail Pension Fund vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Retirement Plan of Johnson and Johnson $21.1B · 37,882
JPMorgan Chase Retirement Plan $16.1B · 83,812
Nokia Retirement Income Plan $12.9B · 7,280
The Prudential Merged Retirement Plan $12.0B · 16,233
Merck US Pension Plan $10.1B · 26,843

Compare Ufcw Local 174 Retail Pension Fund side-by-side with 3 peers →

Ufcw Local 174 Retail Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New Jersey, the nearest Defined Benefit (Pension) by end-of-year assets is Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan in CA at $875K (this filing: $872K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($872K here).

Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan (CA) $875K · 4
Law Office of Charles Riley, P.C. Retirement Plan (TX) $867K · 3
Western Growers Pension Trust Plan a (CA) $878K · N/A
Four Dollar Room Inc Defined Benefit Pension Plan (CA) $866K · 7

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 Local 174 Retail Pension Fund assets move in 2024? ▼

Ufcw Local 174 Retail Pension Fund pulled back noticeably - down 8.6% during 2024, from $955K to $872K. Reported net income was -$83K.

How have Board of Trustees-Ufcw Local 174 Retail Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees-Ufcw Local 174 Retail Pension Fund's sponsor-wide assets declined 8.5%, from $953K to $872K.

Where does Ufcw Local 174 Retail Pension Fund rank by assets among Form 5500 filers? ▼

Ufcw Local 174 Retail Pension Fund ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Ufcw Local 174 Retail Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Christopher I. Zoumalan, M.D., Inc. Cash Balance Plan in CA ($875K, 4 participants).

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 131845497.