Plan Ledger DOL Form 5500 · updated monthly

Ufcw International Union401(k)

UFCW INTERNATIONAL SAVINGS & RETIREMENT PLAN FOR U.S. OFFICERS AND EMPLOYEES · WASHINGTON, DC · plan year 2023

Reported admin expense ratio · 2023
0.00%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Ufcw International Union reported $2,319 in plan administrative expenses for 2023: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,970 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.004% to 0.003%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other other services employers. By assets it is the 124th-largest of 618 plans among District of Columbia employers on file, and the 310th of 3,341 in other services. In 2023, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$67,391,812
Participants with balances412
Active participants242
Employer contributions$960,712
Employee contributions$1,621,878
Employer contribution per active participant$3,970
Average account balance$163,572
Benefits paid to participants$7,084,840
Plan auditUnmodified (clean) audit opinion
AuditorCALIBRE CPA GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$67.3M · 420 accts · $982K emplr
2023$67.4M · 412 accts · $961K emplr
2022$63.8M · 419 accts · $963K emplr
Administrative expenses, itemized · 2023
Investment management$2,319
Total administrative$2,319
The Ufcw International Union 401(k) match · 2023
Employer contribution per active participant$3,970
Median for plans this size$3,659
2024$3,821 per active participant
2023$3,970 per active participant
2022$3,746 per active participant

Ufcw International Union's 2023 employer contribution ran above the $3,659 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
FIDELITY INV INST OPER CO INC · Loan processing$2,319

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$1,934 · 0.00%
2023$2,319 · 0.00%
2022$2,344 · 0.00%
Same employer
Similar plansOther Services · District of Columbia
Optical Society of America DC$67.4M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 530220586 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.