UFCW Local 1776 & Participating Employers Pension Fund retirement plan: assets, participants and fees
What UFCW Local 1776 & Participating Employers 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 | Healthcare Strategies | Schedule C ↗ |
| Independent auditor | Alan Ross and Company PC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 19 pension plans in retail trade with 5,000 to 9,999 participants.
| UFCW Local 1776 & Participating Employers Pension Fund: employer contribution per participant | $414 | |
| Peer median | $1,135 |
| UFCW Local 1776 & Participating Employers Pension Fund: average balance | $14,575 | |
| Peer median | $30,270 |
| UFCW Local 1776 & Participating Employers Pension Fund: admin expenses ÷ assets | 1.01% | |
| Peer median | 1.09% |
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 $79.6M at the end of plan year 2021 to $81.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,580 | $81.3M | $2.3M | $414 | 1.01% | Not published | Form 5500 ↗ |
| 2023 | 5,365 | $72.1M | $1.9M | $355 | 1.13% | Not published | Form 5500 ↗ |
| 2022 | 5,253 | $68.1M | $1.9M | $371 | 1.16% | Not published | Form 5500 ↗ |
| 2021 | 5,391 | $79.6M | $2.2M | $403 | 1.11% | Not published | Form 5500 ↗ |
Common questions
Does UFCW Local 1776 & Participating Employers Pension Fund match 401(k) contributions?
The match terms for the Ufcw Local 1776 & Participating Employers Pension Fund have not been published from its filing yet. The plan year 2024 filing reports $2.3M in employer contributions, about $414 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the UFCW Local 1776 & Participating Employers Pension Fund 401(k) match vested?
The vesting schedule for the Ufcw Local 1776 & Participating Employers Pension Fund is not in the data published so far. Your Summary Plan Description states it.
Who manages the UFCW Local 1776 & Participating Employers Pension Fund 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Healthcare Strategies. The plan administrator is Ufcw Local 1776 & Participating Employers Pension Fund.
I left UFCW Local 1776 & Participating Employers Pension Fund. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ufcw Local 1776 & Participating Employers Pension Fund) or the recordkeeper, Healthcare Strategies. The UFCW Local 1776 & Participating Employers Pension Fund old 401(k) page lists the contacts from every plan filing. Find an old UFCW Local 1776 & Participating Employers Pension Fund 401(k)
Data from the public Form 5500 annual reports UFCW Local 1776 & Participating Employers 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 Local 1776 & Participating Employers Pension Fund. Not financial advice. Report a correction · Methodology