Money Purchase · DOL Form 5500 · 2022
Board of Trustees Ufcw Local 2013 Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $27M
- Total assets
- 4,852
- Participants
- 81st
- Percentile by assets
- $5,562
- Avg per participant
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.
- 81st percentile by assets (of 139,126 plans)
- #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.
- $27M
- total plan assets (2022 EOY)
- 4,852
- covered participants
- 81st
- percentile by assets (of 139,126 plans)
- $5,562
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Ufcw Local 2013 Annuity Fund reports 4,852 participants - 6.1x that state average ($27M EOY assets).
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)
| 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.
Ufcw Local 2013 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Ufcw Local 2013 Annuity Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Ufcw Local 2013 Annuity Fund assets move in 2022? ▼
How have Board of Trustees Ufcw Local 2013 Annuity Fund plan assets changed over time? ▼
Where does Ufcw Local 2013 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Ufcw Local 2013 Annuity Fund? ▼
Next read for Ufcw Local 2013 Annuity Fund
Filing takeaways
Ways to act on Ufcw Local 2013 Annuity Fund's numbers.
- By total assets, Ufcw Local 2013 Annuity Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Board of Trustees Ufcw Local 2013 Annuity Fund's sponsor-wide assets have grown 28.9% since 2022 across 3 plan years on file. More Food Services & Accommodation plans