Defined Benefit (Pension) · DOL Form 5500 · 2024

United Food & Commercial Workers Union - Employer Pension Fund Pension Plan

Data updated 2026-08-11

$340M
Total assets
3,916
Participants
96th
Percentile by assets
$86,719
Avg per participant
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Official DOL plan name: United Food & Commercial Workers Union - Employer Pension Fund · Sponsored by United Food & Commercial Workers Union - Employer Pension Fund · Ohio · Retail Trade

$340M in assets, 3,916 participants

United Food & Commercial Workers Union - Employer Pension Fund's United Food & Commercial Workers Union - Employer Pension Fund reported $340M in total assets and 3,916 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 123,622 plans)
  • #7,860 in Retail Trade (8,048 peers)

Coverage in Ohio

United Food & Commercial Workers Union - Employer Pension Fund covers 3,916 participants in Ohio, 5.1x the typical Ohio plan (state average ~765 per filing). Assets: $340M.

$340M
total plan assets (2024 EOY)
3,916
covered participants
96th
percentile by assets (of 123,622 plans)
$86,719
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Food & Commercial Workers Union - Employer Pension Fund reported net income fell from $52M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • United Food & Commercial Workers Union - Employer Pension Fund reported participants fell from 4,180 in the plan year 2023 filing to 3,916 in the plan year 2024 filing.
  • United Food & Commercial Workers Union - Employer Pension Fund end-of-year assets rose from $325M in the plan year 2023 filing to $340M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. United Food & Commercial Workers Union - Employer Pension Fund reports 3,916 participants - 5.1x that state average ($340M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$325M
Net Assets (End of Year)$339M
Net Income$15M
Employer EIN346665155
Plan Effective Date1960-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Food & Commercial Workers Union - Employer Pension Fund)

$250M$300M$350M 202220232024 $273M $340M ▲ +24.5%
Total plan assets by year, all United Food & Commercial Workers Union - Employer Pension Fund plans on file
Year Plans Participants Total Assets
2022 1 4,343 $273M
2023 1 4,180 $325M
2024 1 3,916 $340M

Nearby Defined Benefit (Pension) Plans in Ohio

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

United Food & Commercial Workers Union - Employer Pension Fund vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

United Food & Commercial Workers Union - Employer Pension Fund vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -505101520 Total assets ($B) Participants United Food & Commer…GE Aerospace Pension…Firstenergy Corp. Ma…American Electric Po…Ohio Operating Engin…Parker Defined Benef…
United Food & Commercial Workers Union - Employer Pension Fund vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to United Food & Commercial Workers Union - Employer Pension Fund by total assets, not by location.

Frequently Asked Questions

How did United Food & Commercial Workers Union - Employer Pension Fund assets move in 2024?
United Food & Commercial Workers Union - Employer Pension Fund edged up modestly - up 4.6% during 2024, from $325M to $340M. Reported net income was $15M.
How have United Food & Commercial Workers Union - Employer Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), United Food & Commercial Workers Union - Employer Pension Fund's sponsor-wide assets grew 24.5%, from $273M to $340M.
Where does United Food & Commercial Workers Union - Employer Pension Fund rank by assets among Form 5500 filers?
United Food & Commercial Workers Union - Employer Pension Fund ranks in the 96th 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 Defined Benefit (Pension) plans are similar in size to United Food & Commercial Workers Union - Employer Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pga Tour Employees Retirement Plan in FL ($339M, 1,255 participants).

Next read for United Food & Commercial Workers Union -…

Filing takeaways

Ways to act on United Food & Commercial Workers Union - Employer Pension Fund's numbers.

  • By total assets, United Food & Commercial Workers Union - Employer Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Ohio. Compare plans
  • United Food & Commercial Workers Union - Employer Pension Fund's sponsor-wide assets have grown 24.5% since 2022 across 3 plan years on file. More Retail Trade plans