Defined Benefit (Pension) · DOL Form 5500 · 2024
United Food & Commercial Workers Union Local 880 - Mercantile Pension Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 747
- Participants Near avg headcount
- 84th
- Percentile by assets National rank
- $66,852
- Avg per participant Below avg balance/head
Official DOL plan name: United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund · Sponsored by United Food & Commercial Workers Union Local 880 - Mercantile · Ohio · Retail Trade
$50M in assets, 747 participants
United Food & Commercial Workers Union Local 880 - Mercantile's United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund reported $50M in total assets and 747 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #7,328 in Retail Trade (8,048 peers)
Where United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund sits by assets
United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund sits in the top quartile of all filed plans by assets, $50M for 747 participants (~$66,852/participant), up 4.3% in 2024.
- #7,328
- in Retail Trade (8,048 peers)
- +4.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund's outsized position by total assets
United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$49,938,475 Top 16% higher than 84% 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 Local 880 Mercantile Employers Joint Pension Fund 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. United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund sits mid-pack in the medium band (747 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund reported net income fell from $8M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund reported participants fell from 817 in the plan year 2023 filing to 747 in the plan year 2024 filing.
- United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund end-of-year assets rose from $48M in the plan year 2023 filing to $50M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 516031766 · United Food & Commercial Workers Union Local 880 - Mercantile PY 2024 · Defined Benefit (Pension)
United Food & Commercial Workers Union Local 880 Mercantile Employers Joint Pension Fund · $50M · 747 · 84th
- IND $50M
- EOY 747
- 5500 84th
- ASSETS Defined Benefit (Pension)
- PCT near Retirement Plan for Salaried Employees of Mersen USA
- EIN ind #7328
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 Local 880 Mercantile Employers Joint Pension Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | $2M |
| Employer EIN | 516031766 |
| Plan Effective Date | 1967-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Food & Commercial Workers Union Local 880 - Mercantile)
Sponsor-wide plan assets over time
All United Food & Commercial Workers Union Local 880 - Mercantile plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 25.248762071048763% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 769 | $40M |
| 2023 | 1 | 817 | $48M |
| 2024 | 1 | 747 | $50M |
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 Local 880 Mercantile Employers Joint Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Salaried Employees of Mersen USA in NJ ($50M); by covered participants it is Southwest Power Pool, Inc. Retirement Plan in AR (747 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
Similar participant headcount
Nearest other-state filings by covered participants (747 participants); asset peers above are excluded.
- Southwest Power Pool, Inc. Retirement Plan (AR) 747 · 0 off
- Plumbers & Pipefitters U.a. Local 85 Pension Plan (MI) 748 · 1 off
- Reynolds and Affiliates Pension Plan (NC) 748 · 1 off
- Commerce Bancshares, Inc Restated Retirement Plan (MO) 745 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.