Trustees of UFCW Int'l Union - Industry Pension Fund retirement plan: assets, participants and fees
What Trustees of UFCW Int'l Union - Industry Pension Fund's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | State Street Bank and Trust | Schedule C ↗ |
| Independent auditor | Calibre Cpa Group PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 11 pension plans in retail trade with 50,000 or more participants.
| Trustees of UFCW Int'l Union - Industry Pension Fund: employer contribution per participant | $166 | |
| Peer median | $614 |
| Trustees of UFCW Int'l Union - Industry Pension Fund: average balance | $39,755 | |
| Peer median | $18,938 |
| Trustees of UFCW Int'l Union - Industry Pension Fund: admin expenses ÷ assets | 0.57% | |
| Peer median | 0.69% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $7.9B at the end of plan year 2023 to $8.1B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 204,155 | $8.1B | $33.9M | $166 | 0.57% | Not published | Form 5500 ↗ |
| 2023 | 205,572 | $7.9B | $35.3M | $172 | 0.62% | Not published | Form 5500 ↗ |
Common questions
Does Trustees of UFCW Int'l Union - Industry Pension Fund match 401(k) contributions?
The match terms for the United Food & Commercial Workers Intl Union - Industry Pension Fund have not been published from its filing yet. The plan year 2024 filing reports $33.9M in employer contributions, about $166 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trustees of UFCW Int'l Union - Industry Pension Fund 401(k) match vested?
The vesting schedule for the United Food & Commercial Workers Intl Union - Industry Pension Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees of UFCW Int'l Union - Industry Pension Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is State Street Bank and Trust. The plan administrator is Trustees of Ufcw Int'L Union - Industry Pension Fund.
I left Trustees of UFCW Int'l Union - Industry Pension Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trustees of Ufcw Int'L Union - Industry Pension Fund, (312) 649-1200) or the recordkeeper, State Street Bank and Trust. The Trustees of UFCW Int'l Union - Industry Pension Fund old 401(k) page lists the contacts from every plan filing. Find an old Trustees of UFCW Int'l Union - Industry Pension Fund 401(k)
Data from the public Form 5500 annual reports Trustees of UFCW Int'l Union - Industry Pension Fund filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Trustees of UFCW Int'l Union - Industry Pension Fund. Not financial advice. Report a correction · Methodology