UFCW 360 Shop Rite Pension Fund retirement plan: assets, participants and fees
What UFCW 360 Shop Rite 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 | Zenith American | Schedule C ↗ |
| Independent auditor | Baratz & Associates, P.A. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 41 pension plans in retail trade with 1,000 to 4,999 participants.
| UFCW 360 Shop Rite Pension Fund: employer contribution per participant | $491 | |
| Peer median | $717 |
| UFCW 360 Shop Rite Pension Fund: average balance | $7,792 | |
| Peer median | $31,616 |
| UFCW 360 Shop Rite Pension Fund: admin expenses ÷ assets | 1.64% | |
| Peer median | 1.11% |
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 $28M at the end of plan year 2021 to $32.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,199 | $32.7M | $2.1M | $491 | 1.64% | Not published | Form 5500 ↗ |
| 2023 | 4,056 | $28.9M | $2.1M | $508 | 1.90% | Not published | Form 5500 ↗ |
| 2022 | 3,764 | $25.4M | $2.1M | $548 | 1.68% | Not published | Form 5500 ↗ |
| 2021 | 3,523 | $28M | $2M | $564 | 1.65% | Not published | Form 5500 ↗ |
Common questions
Does UFCW 360 Shop Rite Pension Fund match 401(k) contributions?
The match terms for the Ufcw 360 Shop Rite Pension Fund have not been published from its filing yet. The plan year 2024 filing reports $2.1M in employer contributions, about $491 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the UFCW 360 Shop Rite Pension Fund 401(k) match vested?
The vesting schedule for the Ufcw 360 Shop Rite Pension Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the UFCW 360 Shop Rite Pension Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Zenith American. The plan administrator is Board of Trustees.
I left UFCW 360 Shop Rite Pension Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Board of Trustees, (302) 762-2008) or the recordkeeper, Zenith American. The UFCW 360 Shop Rite Pension Fund old 401(k) page lists the contacts from every plan filing. Find an old UFCW 360 Shop Rite Pension Fund 401(k)
Data from the public Form 5500 annual reports UFCW 360 Shop Rite Pension Fund filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 UFCW 360 Shop Rite Pension Fund. Not financial advice. Report a correction · Methodology