UFCW International Union 401(k) match, vesting and fees
What UFCW International Union's 401(k) 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 | Fidelity Inv Inst Oper Co Inc | Schedule C ↗ |
| Independent auditor | Calibre Cpa Group (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| UFCW International Union: employer contribution per participant | $2,338 | |
| Peer median | $1,803 |
| UFCW International Union: average balance | $160,220 | |
| Peer median | $48,934 |
| UFCW International Union: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.31% |
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 $66.1M at the end of plan year 2021 to $67.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 422 | $67.3M | $982K | $2,338 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 422 | $67.4M | $961K | $2,332 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 425 | $63.8M | $963K | $2,298 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 427 | $66.1M | $990K | $2,369 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does UFCW International Union match 401(k) contributions?
The match terms for the Ufcw International Savings & Retirement Plan for U.S. Officers and Employees have not been published from its filing yet. The plan year 2024 filing reports $982K in employer contributions, about $2,338 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the UFCW International Union 401(k) match vested?
The vesting schedule for the Ufcw International Savings & Retirement Plan for U.S. Officers and Employees is not in the data published so far. Your Summary Plan Description states it.
Who manages the UFCW International Union 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Inv Inst Oper Co Inc. The plan administrator is Executive Committee of the Ufcw International Union.
I left UFCW International Union. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Executive Committee of the Ufcw International Union, (202) 223-3111) or the recordkeeper, Fidelity Inv Inst Oper Co Inc. The UFCW International Union old 401(k) page lists the contacts from every plan filing. Find an old UFCW International Union 401(k)
Data from the public Form 5500 annual reports UFCW International Union 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 International Union. Not financial advice. Report a correction · Methodology