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UNITED FOOD AND COMMERCIAL WORKERS LOCAL NO. 5 — UFCW 5 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250908125413NAL0041040066001
UNITED FOOD AND COMMERCIAL WORKERS LOCAL NO. 5
Form 5500-SF
FILING_RECEIVED
UFCW 5 401(K) PLAN
401(k) retirement plan
Active participants
76
Accounts w/ balance
32
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UNITED FOOD AND COMMERCIAL WORKERS LOCAL NO. 5
.
Find decision makers
Plan sponsor
Name
UNITED FOOD AND COMMERCIAL WORKERS LOCAL NO. 5
EIN
20-8028546
Address
240 SOUTH MARKET STREET · SAN JOSE, CA · 95113
Phone
(408) 625-5630
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
ASSOCIATION OF PROFESSIONAL FLIG
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WRITERS GUILD OF AMERICA EAST, INC
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$2.0M · 17 participants
65
Knocking points off
Only 42% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LOCAL 143 ANNUITY FUND
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BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
