Money Purchase · DOL Form 5500 · 2022
Board of Trustees Ufcw Local 2013 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 4,852
- Participants Above avg headcount
- 81st
- Percentile by assets National rank
- $5,562
- Avg per participant Low balance/head
Official DOL plan name: Ufcw Local 2013 Annuity Fund · Sponsored by Board of Trustees Ufcw Local 2013 Annuity Fund · New York · Food Services & Accommodation
$27M in assets, 4,852 participants
Board of Trustees Ufcw Local 2013 Annuity Fund's Ufcw Local 2013 Annuity Fund reported $27M in total assets and 4,852 participants in its 2022 DOL Form 5500 filing, ranking in the 81st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #4,393 in Food Services & Accommodation (4,592 peers)
Coverage in New York
Ufcw Local 2013 Annuity Fund covers 4,852 participants in New York, 6.1x the typical New York plan (state average ~798 per filing). Assets: $27M.
- #4,393
- in Food Services & Accommodation (4,592 peers)
- -9.5%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ufcw Local 2013 Annuity Fund's outsized position by total assets
Ufcw Local 2013 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,988,607 Top 19% higher than 81% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ufcw Local 2013 Annuity Fund's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ufcw Local 2013 Annuity Fund lands in the large band (4,852 participants).
Plan-year Form 5500 strip
Filing strip 112457157 · Board of Trustees Ufcw Local 2013 Annuity Fund PY 2022 · Money Purchase
Ufcw Local 2013 Annuity Fund · $27M · 4,852 · 81st
- TYPE $27M
- NET 4,852
- BOOK 81st
- VS-ST Money Purchase
- BOY near Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan
- SCH ind #4393
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Food Services & Accommodation retirement plans → · Plans in New York →
Ufcw Local 2013 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$3M |
| Employer EIN | 112457157 |
| Plan Effective Date | 1981-01-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Ufcw Local 2013 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Ufcw Local 2013 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 28.909487621943587% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,852 | $27M |
| 2023 | 1 | 4,734 | $31M |
| 2024 | 1 | 5,516 | $35M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan $3.6B · 42,922
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $1.7B · 11,845
- Brookhaven Science Associates, LLC Retirement Plan $1.3B · 2,436
- Iron Workers Locals 40,361, & 417 Annuity Fund $1.1B · 5,068
Ufcw Local 2013 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan in CA ($27M); by covered participants it is Carolina Electrical Workers Retirement Fund in UT (5,169 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan (CA) $27M · 361
- East Bay Restaurant & Tavern Retirement Plan (CA) $27M · 754
- Redwood Credit Union Target Benefit Plan (CA) $27M · 125
- Inland Refrigeration and Air Conditioning Retirement Trust Fund (CA) $27M · 168
Similar participant headcount
Nearest other-state filings by covered participants (4,852 participants); asset peers above are excluded.
- Carolina Electrical Workers Retirement Fund (UT) 5,169 · 317 off
- Local No. 1 IBEW Pension Benefit Trust Fund (MO) 4,522 · 330 off
- The Cleveland Clinic Foundation Cash Balance Plan (OH) 4,506 · 346 off
- Cement Masons Southern California Individual Retirement Account Defined Contribution Trust (CA) 5,280 · 428 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.