Defined Benefit (Pension) · DOL Form 5500 · 2024
United Food & Commercial Workers Union - Employer Pension Fund Pension Plan
Data updated 2026-08-25
- $340M
- Total assets Above avg plan size
- 3,916
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $86,719
- Avg per participant Below avg balance/head
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.
- #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.
- #7,860
- in Retail Trade (8,048 peers)
- +4.6%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
United Food & Commercial Workers Union - Employer Pension Fund's outsized position by total assets
United Food & Commercial Workers Union - Employer Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$339,589,887 Top 4% higher than 96% 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
United Food & Commercial Workers Union - Employer Pension Fund's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Food & Commercial Workers Union - Employer Pension Fund lands in the large band (3,916 participants).
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.
Published 5500 schedule card
Filing strip 346665155 · United Food & Commercial Workers Union - Employer Pension Fund PY 2024 · Defined Benefit (Pension)
United Food & Commercial Workers Union - Employer Pension Fund · $340M · 3,916 · 96th
- NET $340M
- BOOK 3,916
- VS-ST 96th
- BOY Defined Benefit (Pension)
- SCH near Pga Tour Employees Retirement Plan
- EBSA ind #7860
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 Ohio →
United Food & Commercial Workers Union - Employer Pension Fund in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $325M |
|---|---|
| Net Assets (End of Year) | $339M |
| Net Income | $15M |
| Employer EIN | 346665155 |
| Plan Effective Date | 1960-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Food & Commercial Workers Union - Employer Pension Fund)
Sponsor-wide plan assets over time
All United Food & Commercial Workers Union - Employer Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $340M 24.524515872601775% vs 2022
- 2024 filing year
| 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.
- GE Aerospace Pension Plan $19.0B · 9,637
- Firstenergy Corp. Master Pension Plan $6.5B · 12,187
- American Electric Power System Retirement Plan $4.1B · 16,073
- Ohio Operating Engineers Pension Plan $3.9B · 10,387
- Parker Defined Benefit Pension Plan $3.5B · 8,120
United Food & Commercial Workers Union - Employer Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Pga Tour Employees Retirement Plan in FL ($339M); by covered participants it is Local No. 1 Pension Trust Fund in IL (3,911 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($340M here).
- Pga Tour Employees Retirement Plan (FL) $339M · 1,255
- The Hanover Insurance Group Cash Balance Pension Plan (MA) $340M · 624
- Bechtel Plant Machinery, Inc. Pension Plan (PA) $339M · 438
- Airconditioning and Refrigeration Industry Retirement Trust Fund (CA) $341M · 1,774
Similar participant headcount
Nearest other-state filings by covered participants (3,916 participants); asset peers above are excluded.
- Local No. 1 Pension Trust Fund (IL) 3,911 · 5 off
- Ernst & Young Partnership Defined Benefit Retirement Plan (NJ) 3,910 · 6 off
- Operating Eng Cons Ind Misc. Pension Fund (PA) 3,908 · 8 off
- Alaska Teamster-Employer Pension Trust (AK) 3,901 · 15 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.