Defined Benefit (Pension) · DOL Form 5500 · 2024
United Food & Commercial Workers- Employer Health & Welfare Fund Pension Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $533,563
- Avg per participant High balance/head
Official DOL plan name: Pension Plan for Employees of United Food & Commercial Workers Union Employer Health & Welfare Fund · Sponsored by United Food & Commercial Workers- Employer Health & Welfare Fund · Ohio · Retail Trade
$13M in assets, 24 participants
United Food & Commercial Workers- Employer Health & Welfare Fund's Pension Plan for Employees of United Food & Commercial Workers Union Employer Health & Welfare Fund reported $13M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #5,794 in Retail Trade (8,048 peers)
What the 2024 filing shows
Pension Plan for Employees of United Food & Commercial Workers Union Employer Health & Welfare Fund holds $13M for 24 participants - about $533,563 per participant, above the median plan by assets.
- #5,794
- in Retail Trade (8,048 peers)
- +2.7%
- assets growth YoY
Pension Plan for Employees of United Food & Commercial Workers Union Employer Health & Welfare Fund's mid-pack asset rank among Retail Trade and all filers
Pension Plan for Employees of United Food & Commercial Workers Union Employer Health & Welfare Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,805,504 Top 39% higher than 61% 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
Pension Plan for Employees of United Food & Commercial Workers Union Employer Health & Welfare Fund among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of United Food & Commercial Workers Union Employer Health & Welfare Fund is a small filing (24 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pension Plan for Employees of United Food & Commercial Workers Union Employer Health & Welfare Fund reported net income fell from $2M in the plan year 2023 filing to $343K in the plan year 2024 filing.
- Pension Plan for Employees of United Food & Commercial Workers Union Employer Health & Welfare Fund reported participants rose from 22 in the plan year 2023 filing to 24 in the plan year 2024 filing.
- Pension Plan for Employees of United Food & Commercial Workers Union Employer Health & Welfare Fund end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 346726563 · United Food & Commercial Workers- Employer Health & Welfare Fund PY 2024 · Defined Benefit (Pension)
Pension Plan for Employees of United Food & Commercial Workers Union Employer Health & Welfare Fund · $13M · 24 · 61st
- BOOK $13M
- BOOK 24
- BOOK 61st
- BOOK Defined Benefit (Pension)
- BOOK near Western Farm Bureau Pension Plan
- BOOK ind #5794
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 →
Pension Plan for Employees of United Food & Commercial Workers Union Employer Health & Welfare Fund in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $343K |
| Employer EIN | 346726563 |
| Plan Effective Date | 1973-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Food & Commercial Workers- Employer Health & Welfare Fund)
Sponsor-wide plan assets over time
All United Food & Commercial Workers- Employer Health & Welfare Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 2.7483561913016445% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 22 | $12M |
| 2024 | 1 | 24 | $13M |
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
Pension Plan for Employees of United Food & Commercial Workers Union Employer Health & Welfare Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Western Farm Bureau Pension Plan in ID ($13M); by covered participants it is Employees' Retirement Plan of Centrus Energy Corp. in MD (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.