UFCW International Union Industry Pension Fund vs School Employees Retirement System of Ohio (SERS)
Side-by-side pension health comparison from DOL and public plan data
UFCW International Union Industry Pension Fund and School Employees Retirement System of Ohio (SERS) are meaningfully apart on the LakeQuality pension-health rubric: UFCW International Union Industry Pension Fund grades A while School Employees Retirement System of Ohio (SERS) grades B. Funding ratios: 86% vs 68%.
UFCW International Union Industry Pension Fund comes out ahead on the composite rubric. For a participant in either plan, the spread is informative but not directly actionable — pension participation is not portable, so the relevant question is what each plan's funded-status trajectory means for that participant's benefit security.
Verdict
UFCW International Union Industry Pension Fund has a stronger Pension Health Score of 93/100 (A) compared to School Employees Retirement System of Ohio (SERS) at 66/100 (B). Funding ratios differ by 18.0 percentage points (85.9% vs 67.9%). UFCW International Union Industry Pension Fund covers 365,494 participants.
| Metric | UFCW International Union Industry Pension Fund | School Employees Retirement System of Ohio (SERS) |
|---|---|---|
| Health Score Composite of funding ratio, trend, and PBGC risk | 93/100 (A)* | 66/100 (B) |
| Funding Ratio Assets as % of liabilities (100%+ is fully funded) | 85.9%* | 67.9% |
| Total Assets | $5.2B | $16.2B |
| Total Liabilities | $6.0B* | $23.9B |
| Unfunded Liability | $848.9M* | $7.7B |
| Participants | 365,494 | 218,000 |
| 1-Year Investment Return | 4.8% | 5.3%* |
| Plan Type | multiemployer | public |
| PBGC Risk Level | low | moderate |
| Sponsor | UFCW International | State of Ohio |
UFCW International Union Industry Pension Fund has a stronger Pension Health Score of 93/100 (A) compared to School Employees Retirement System of Ohio (SERS) at 66/100 (B). Funding ratios differ by 18.0 percentage points (85.9% vs 67.9%). UFCW International Union Industry Pension Fund covers 365,494 participants.