Civic Intelligence

Ufcw Northern California Health and Welfare Trst Fund

Plan context: Ufcw & Employers Benefit Trust

EIN 94-6078804 • Santa Rosa, CA • 44 filings • 6 plans

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4761 Hoen AvenueSanta Rosa, CA 95405
Current Snapshot

Latest Year

2024

2024 Participants

25,845

2024 Assets

$572,572,735

2024 Contributions

$501,102,516

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$572,572,735$286,286,368$0199920122024YearValue
$572,572,735Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

45,55622,7780199920122024YearValue
25,845Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024225,845$572,572,735$501,102,516$19,389iApproximate average salary by contribution assumption: employee only about $484,719 at 4% or $323,146 at 6%; with 50% employer match about $323,146 at 4% or $215,431 at 6%; with 100% employer match about $242,360 at 4% or $161,573 at 6%.
Ufcw & Employers Benefit Trust-25,845$475,551,394$400,456,261$15,495iApproximate average salary by contribution assumption: employee only about $387,363 at 4% or $258,242 at 6%; with 50% employer match about $258,242 at 4% or $172,162 at 6%; with 100% employer match about $193,682 at 4% or $129,121 at 6%.
Ufcw Northern California Health and Welfare Trust Fund--$97,021,341$100,646,255-
2023225,895$565,423,054$523,801,025$20,228iApproximate average salary by contribution assumption: employee only about $505,697 at 4% or $337,131 at 6%; with 50% employer match about $337,131 at 4% or $224,754 at 6%; with 100% employer match about $252,849 at 4% or $168,566 at 6%.
Ufcw & Employers Benefit Trust-25,895$484,088,235$412,515,606$15,930iApproximate average salary by contribution assumption: employee only about $398,258 at 4% or $265,505 at 6%; with 50% employer match about $265,505 at 4% or $177,004 at 6%; with 100% employer match about $199,129 at 4% or $132,753 at 6%.
Ufcw Northern California Health and Welfare Trust Fund--$81,334,819$111,285,419-
2022226,089$526,950,081$543,746,694$20,842iApproximate average salary by contribution assumption: employee only about $521,050 at 4% or $347,367 at 6%; with 50% employer match about $347,367 at 4% or $231,578 at 6%; with 100% employer match about $260,525 at 4% or $173,683 at 6%.
Ufcw & Employers Benefit Trust-26,089$459,911,823$430,131,524$16,487iApproximate average salary by contribution assumption: employee only about $412,177 at 4% or $274,785 at 6%; with 50% employer match about $274,785 at 4% or $183,190 at 6%; with 100% employer match about $206,089 at 4% or $137,392 at 6%.
Ufcw Northern California Health and Welfare Trust Fund--$67,038,258$113,615,170-
2021226,776$526,056,610$538,982,276$20,129iApproximate average salary by contribution assumption: employee only about $503,233 at 4% or $335,488 at 6%; with 50% employer match about $335,488 at 4% or $223,659 at 6%; with 100% employer match about $251,616 at 4% or $167,744 at 6%.
Ufcw & Employers Benefit Trust-26,776$437,715,428$416,240,908$15,545iApproximate average salary by contribution assumption: employee only about $388,632 at 4% or $259,088 at 6%; with 50% employer match about $259,088 at 4% or $172,726 at 6%; with 100% employer match about $194,316 at 4% or $129,544 at 6%.
Ufcw Northern California Health and Welfare Trust Fund--$88,341,182$122,741,368-
2020228,256$505,341,847$518,806,370$18,361iApproximate average salary by contribution assumption: employee only about $459,023 at 4% or $306,015 at 6%; with 50% employer match about $306,015 at 4% or $204,010 at 6%; with 100% employer match about $229,512 at 4% or $153,008 at 6%.
Ufcw & Employers Benefit Trust-28,256$410,947,784$374,087,249$13,239iApproximate average salary by contribution assumption: employee only about $330,980 at 4% or $220,654 at 6%; with 50% employer match about $220,654 at 4% or $147,102 at 6%; with 100% employer match about $165,490 at 4% or $110,327 at 6%.
Ufcw Northern California Health and Welfare Trust Fund--$94,394,063$144,719,121-
2019229,227$469,318,016$521,931,997$17,858iApproximate average salary by contribution assumption: employee only about $446,447 at 4% or $297,631 at 6%; with 50% employer match about $297,631 at 4% or $198,421 at 6%; with 100% employer match about $223,223 at 4% or $148,816 at 6%.
Ufcw & Employers Benefit Trust-29,227$413,002,280$415,568,758$14,219iApproximate average salary by contribution assumption: employee only about $355,466 at 4% or $236,978 at 6%; with 50% employer match about $236,978 at 4% or $157,985 at 6%; with 100% employer match about $177,733 at 4% or $118,489 at 6%.
Ufcw Northern California Health and Welfare Trust Fund--$56,315,736$106,363,239-
2018230,438$460,205,535$543,383,705$17,852iApproximate average salary by contribution assumption: employee only about $446,304 at 4% or $297,536 at 6%; with 50% employer match about $297,536 at 4% or $198,357 at 6%; with 100% employer match about $223,152 at 4% or $148,768 at 6%.
Ufcw & Employers Benefit Trust-30,438$391,109,419$422,524,488$13,881iApproximate average salary by contribution assumption: employee only about $347,037 at 4% or $231,358 at 6%; with 50% employer match about $231,358 at 4% or $154,239 at 6%; with 100% employer match about $173,518 at 4% or $115,679 at 6%.
Ufcw Northern California Health and Welfare Trust Fund--$69,096,116$120,859,217-
2017232,045$455,493,713$568,026,539$17,726iApproximate average salary by contribution assumption: employee only about $443,148 at 4% or $295,432 at 6%; with 50% employer match about $295,432 at 4% or $196,954 at 6%; with 100% employer match about $221,574 at 4% or $147,716 at 6%.
Ufcw & Employers Benefit Trust-32,045$390,797,855$437,257,120$13,645iApproximate average salary by contribution assumption: employee only about $341,127 at 4% or $227,418 at 6%; with 50% employer match about $227,418 at 4% or $151,612 at 6%; with 100% employer match about $170,564 at 4% or $113,709 at 6%.
Ufcw Northern California Health and Welfare Trust Fund--$64,695,858$130,769,419-
2016232,702$426,974,508$584,864,954$17,885iApproximate average salary by contribution assumption: employee only about $447,117 at 4% or $298,078 at 6%; with 50% employer match about $298,078 at 4% or $198,719 at 6%; with 100% employer match about $223,559 at 4% or $149,039 at 6%.
Ufcw & Employers Benefit Trust-32,702$351,972,460$452,306,512$13,831iApproximate average salary by contribution assumption: employee only about $345,779 at 4% or $230,519 at 6%; with 50% employer match about $230,519 at 4% or $153,680 at 6%; with 100% employer match about $172,889 at 4% or $115,260 at 6%.
Ufcw Northern California Health and Welfare Trust Fund--$75,002,048$132,558,442-
2015233,426$280,385,578$557,001,949$16,664iApproximate average salary by contribution assumption: employee only about $416,593 at 4% or $277,729 at 6%; with 50% employer match about $277,729 at 4% or $185,153 at 6%; with 100% employer match about $208,297 at 4% or $138,864 at 6%.
Ufcw & Employers Benefit Trust-33,426$243,340,921$443,816,987$13,278iApproximate average salary by contribution assumption: employee only about $331,940 at 4% or $221,293 at 6%; with 50% employer match about $221,293 at 4% or $147,529 at 6%; with 100% employer match about $165,970 at 4% or $110,647 at 6%.
Ufcw Northern California Health and Welfare Trust Fund--$37,044,657$113,184,962-
2014233,603$236,084,229$543,792,169$16,183iApproximate average salary by contribution assumption: employee only about $404,571 at 4% or $269,714 at 6%; with 50% employer match about $269,714 at 4% or $179,809 at 6%; with 100% employer match about $202,286 at 4% or $134,857 at 6%.
Ufcw & Employers Benefit Trust-33,603$199,447,507$432,117,057$12,859iApproximate average salary by contribution assumption: employee only about $321,487 at 4% or $214,325 at 6%; with 50% employer match about $214,325 at 4% or $142,883 at 6%; with 100% employer match about $160,743 at 4% or $107,162 at 6%.
Ufcw Northern California Health and Welfare Trust Fund--$36,636,722$111,675,112-
2013239,426$210,539,792$530,990,111$13,468iApproximate average salary by contribution assumption: employee only about $336,700 at 4% or $224,467 at 6%; with 50% employer match about $224,467 at 4% or $149,645 at 6%; with 100% employer match about $168,350 at 4% or $112,233 at 6%.
Ufcw & Employers Benefit Trust-39,426$157,723,701$420,612,773$10,668iApproximate average salary by contribution assumption: employee only about $266,710 at 4% or $177,807 at 6%; with 50% employer match about $177,807 at 4% or $118,538 at 6%; with 100% employer match about $133,355 at 4% or $88,903 at 6%.
Ufcw Northern California Health and Welfare Trust Fund-0$52,816,091$110,377,338-
2012240,841$206,141,888$495,332,558$12,128iApproximate average salary by contribution assumption: employee only about $303,208 at 4% or $202,139 at 6%; with 50% employer match about $202,139 at 4% or $134,759 at 6%; with 100% employer match about $151,604 at 4% or $101,069 at 6%.
Ufcw Northern California Health and Welfare Trust Fund-40,841$206,141,888$495,332,558$12,128iApproximate average salary by contribution assumption: employee only about $303,208 at 4% or $202,139 at 6%; with 50% employer match about $202,139 at 4% or $134,759 at 6%; with 100% employer match about $151,604 at 4% or $101,069 at 6%.
STEVEN P. KIM, D.P.M. 401(K) PROFIT SHARING PLAN-0$0$0-
2011242,324$280,396,707$512,042,387$12,098iApproximate average salary by contribution assumption: employee only about $302,454 at 4% or $201,636 at 6%; with 50% employer match about $201,636 at 4% or $134,424 at 6%; with 100% employer match about $151,227 at 4% or $100,818 at 6%.
Ufcw Northern California Health and Welfare Trust Fund-42,324$280,170,224$512,013,519$12,097iApproximate average salary by contribution assumption: employee only about $302,437 at 4% or $201,625 at 6%; with 50% employer match about $201,625 at 4% or $134,416 at 6%; with 100% employer match about $151,218 at 4% or $100,812 at 6%.
STEVEN P. KIM, D.P.M. 401(K) PROFIT SHARING PLAN-3$226,483$28,868$9,623iApproximate average salary by contribution assumption: employee only about $240,567 at 4% or $160,378 at 6%; with 50% employer match about $160,378 at 4% or $106,919 at 6%; with 100% employer match about $120,283 at 4% or $80,189 at 6%.
2010243,977$329,201,005$470,647,240$10,702iApproximate average salary by contribution assumption: employee only about $267,553 at 4% or $178,369 at 6%; with 50% employer match about $178,369 at 4% or $118,912 at 6%; with 100% employer match about $133,777 at 4% or $89,184 at 6%.
Ufcw Northern California Health and Welfare Trust Fund-43,977$328,995,686$470,614,858$10,701iApproximate average salary by contribution assumption: employee only about $267,535 at 4% or $178,356 at 6%; with 50% employer match about $178,356 at 4% or $118,904 at 6%; with 100% employer match about $133,767 at 4% or $89,178 at 6%.
STEVEN P. KIM, D.P.M. 401(K) PROFIT SHARING PLAN-3$205,319$32,382$10,794iApproximate average salary by contribution assumption: employee only about $269,850 at 4% or $179,900 at 6%; with 50% employer match about $179,900 at 4% or $119,933 at 6%; with 100% employer match about $134,925 at 4% or $89,950 at 6%.
2009245,556$424,725,363$506,829,600$11,125iApproximate average salary by contribution assumption: employee only about $278,135 at 4% or $185,424 at 6%; with 50% employer match about $185,424 at 4% or $123,616 at 6%; with 100% employer match about $139,068 at 4% or $92,712 at 6%.
Ufcw Northern California Health and Welfare Trust Fund-45,556$424,565,691$506,798,609$11,125iApproximate average salary by contribution assumption: employee only about $278,118 at 4% or $185,412 at 6%; with 50% employer match about $185,412 at 4% or $123,608 at 6%; with 100% employer match about $139,059 at 4% or $92,706 at 6%.
STEVEN P. KIM, D.P.M. 401(K) PROFIT SHARING PLAN-5$159,672$30,991$6,198iApproximate average salary by contribution assumption: employee only about $154,955 at 4% or $103,303 at 6%; with 50% employer match about $103,303 at 4% or $68,869 at 6%; with 100% employer match about $77,478 at 4% or $51,652 at 6%.
2008220,457$374,835,719$137,717,177$6,732iApproximate average salary by contribution assumption: employee only about $168,301 at 4% or $112,201 at 6%; with 50% employer match about $112,201 at 4% or $74,800 at 6%; with 100% employer match about $84,150 at 4% or $56,100 at 6%.
Ufcw Northern California Health and Welfare Trust Fund-20,457$374,723,252$137,686,952$6,731iApproximate average salary by contribution assumption: employee only about $168,264 at 4% or $112,176 at 6%; with 50% employer match about $112,176 at 4% or $74,784 at 6%; with 100% employer match about $84,132 at 4% or $56,088 at 6%.
STEVEN P. KIM, D.P.M. 401K PROFIT SHARING PLAN-3$112,467$30,225$10,075iApproximate average salary by contribution assumption: employee only about $251,875 at 4% or $167,917 at 6%; with 50% employer match about $167,917 at 4% or $111,944 at 6%; with 100% employer match about $125,938 at 4% or $83,958 at 6%.
2007219,760$235,547,223$208,122,088$10,532iApproximate average salary by contribution assumption: employee only about $263,312 at 4% or $175,542 at 6%; with 50% employer match about $175,542 at 4% or $117,028 at 6%; with 100% employer match about $131,656 at 4% or $87,771 at 6%.
Ufcw Northern California Health and Welfare Trust Fund-19,760$235,547,223$208,122,088$10,532iApproximate average salary by contribution assumption: employee only about $263,312 at 4% or $175,542 at 6%; with 50% employer match about $175,542 at 4% or $117,028 at 6%; with 100% employer match about $131,656 at 4% or $87,771 at 6%.
STEVEN P. KIM, D.P.M. 401K PROFIT SHARING PLAN-3---
2006125,188$182,550,869$232,596,173$9,234iApproximate average salary by contribution assumption: employee only about $230,860 at 4% or $153,907 at 6%; with 50% employer match about $153,907 at 4% or $102,604 at 6%; with 100% employer match about $115,430 at 4% or $76,953 at 6%.
Ufcw Northern California Health and Welfare Trust Fund-25,188$182,550,869$232,596,173$9,234iApproximate average salary by contribution assumption: employee only about $230,860 at 4% or $153,907 at 6%; with 50% employer match about $153,907 at 4% or $102,604 at 6%; with 100% employer match about $115,430 at 4% or $76,953 at 6%.
2005120,761$136,472,100$234,493,949$11,295iApproximate average salary by contribution assumption: employee only about $282,373 at 4% or $188,249 at 6%; with 50% employer match about $188,249 at 4% or $125,499 at 6%; with 100% employer match about $141,187 at 4% or $94,124 at 6%.
Ufcw Northern California Health and Welfare Trust Fund-20,761$136,472,100$234,493,949$11,295iApproximate average salary by contribution assumption: employee only about $282,373 at 4% or $188,249 at 6%; with 50% employer match about $188,249 at 4% or $125,499 at 6%; with 100% employer match about $141,187 at 4% or $94,124 at 6%.
2004124,946$114,507,978$310,018,166$12,428iApproximate average salary by contribution assumption: employee only about $310,689 at 4% or $207,126 at 6%; with 50% employer match about $207,126 at 4% or $138,084 at 6%; with 100% employer match about $155,345 at 4% or $103,563 at 6%.
Ufcw Northern California Health and Welfare Trust Fund-24,946$114,507,978$310,018,166$12,428iApproximate average salary by contribution assumption: employee only about $310,689 at 4% or $207,126 at 6%; with 50% employer match about $207,126 at 4% or $138,084 at 6%; with 100% employer match about $155,345 at 4% or $103,563 at 6%.
2003125,336$69,454,098$232,820,479$9,189iApproximate average salary by contribution assumption: employee only about $229,733 at 4% or $153,155 at 6%; with 50% employer match about $153,155 at 4% or $102,103 at 6%; with 100% employer match about $114,866 at 4% or $76,578 at 6%.
Ufcw Northern California Health and Welfare Trust Fund-25,336$69,454,098$232,820,479$9,189iApproximate average salary by contribution assumption: employee only about $229,733 at 4% or $153,155 at 6%; with 50% employer match about $153,155 at 4% or $102,103 at 6%; with 100% employer match about $114,866 at 4% or $76,578 at 6%.
2002124,975$52,784,325$200,415,814$8,025iApproximate average salary by contribution assumption: employee only about $200,616 at 4% or $133,744 at 6%; with 50% employer match about $133,744 at 4% or $89,163 at 6%; with 100% employer match about $100,308 at 4% or $66,872 at 6%.
Ufcw Northern California Health and Welfare Trust Fund-24,975$52,784,325$200,415,814$8,025iApproximate average salary by contribution assumption: employee only about $200,616 at 4% or $133,744 at 6%; with 50% employer match about $133,744 at 4% or $89,163 at 6%; with 100% employer match about $100,308 at 4% or $66,872 at 6%.
2001124,888$51,598,937$178,449,299$7,170iApproximate average salary by contribution assumption: employee only about $179,252 at 4% or $119,502 at 6%; with 50% employer match about $119,502 at 4% or $79,668 at 6%; with 100% employer match about $89,626 at 4% or $59,751 at 6%.
Ufcw Northern California Health and Welfare Trust Fund-24,888$51,598,937$178,449,299$7,170iApproximate average salary by contribution assumption: employee only about $179,252 at 4% or $119,502 at 6%; with 50% employer match about $119,502 at 4% or $79,668 at 6%; with 100% employer match about $89,626 at 4% or $59,751 at 6%.
2000123,409$46,878,730$147,271,949$6,291iApproximate average salary by contribution assumption: employee only about $157,281 at 4% or $104,854 at 6%; with 50% employer match about $104,854 at 4% or $69,903 at 6%; with 100% employer match about $78,641 at 4% or $52,427 at 6%.
Ufcw Northern California Health and Welfare Trust Fund-23,409$46,878,730$147,271,949$6,291iApproximate average salary by contribution assumption: employee only about $157,281 at 4% or $104,854 at 6%; with 50% employer match about $104,854 at 4% or $69,903 at 6%; with 100% employer match about $78,641 at 4% or $52,427 at 6%.
1999123,968$59,359,085$141,650,353$5,910iApproximate average salary by contribution assumption: employee only about $147,749 at 4% or $98,500 at 6%; with 50% employer match about $98,500 at 4% or $65,666 at 6%; with 100% employer match about $73,875 at 4% or $49,250 at 6%.
Ufcw Northern California Health and Welfare Trust Fund-23,968$59,359,085$141,650,353$5,910iApproximate average salary by contribution assumption: employee only about $147,749 at 4% or $98,500 at 6%; with 50% employer match about $98,500 at 4% or $65,666 at 6%; with 100% employer match about $73,875 at 4% or $49,250 at 6%.