UFCW International Union Industry Pension Fund vs Pennsylvania State Employees Retirement System (SERS)
Side-by-side pension health comparison from DOL and public plan data
Verdict
UFCW International Union Industry Pension Fund has a stronger Pension Health Score of 93/100 (A) compared to Pennsylvania State Employees Retirement System (SERS) at 57/100 (C). Funding ratios differ by 22.8 percentage points (85.9% vs 63.1%). UFCW International Union Industry Pension Fund covers 365,494 participants.
| Metric | UFCW International Union Industry Pension Fund | Pennsylvania State Employees Retirement System (SERS) |
|---|---|---|
| Health Score Composite of funding ratio, trend, and PBGC risk | 93/100 (A)* | 57/100 (C) |
| Funding Ratio Assets as % of liabilities (100%+ is fully funded) | 85.9%* | 63.1% |
| Total Assets | $5.2B | $36.2B |
| Total Liabilities | $6.0B* | $57.4B |
| Unfunded Liability | $848.9M* | $21.2B |
| Participants | 365,494 | 245,000 |
| 1-Year Investment Return | 4.8% | 5.4%* |
| Plan Type | multiemployer | public |
| PBGC Risk Level | low | high |
| Sponsor | UFCW International | State of Pennsylvania |
UFCW International Union Industry Pension Fund has a stronger Pension Health Score of 93/100 (A) compared to Pennsylvania State Employees Retirement System (SERS) at 57/100 (C). Funding ratios differ by 22.8 percentage points (85.9% vs 63.1%). UFCW International Union Industry Pension Fund covers 365,494 participants.