Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees - Ufcw and Safeway Variable Annuity Pension Fund Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
5,441
Participants Above avg headcount
75th
Percentile by assets National rank
$3,155
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ufcw and Safeway Variable Annuity Pension Fund · Sponsored by Board of Trustees - Ufcw and Safeway Variable Annuity Pension Fund · Maryland · Finance & Insurance

$17M in assets, 5,441 participants

Board of Trustees - Ufcw and Safeway Variable Annuity Pension Fund's Ufcw and Safeway Variable Annuity Pension Fund reported $17M in total assets and 5,441 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,601 in Finance & Insurance (9,261 peers)

Coverage in Maryland

Ufcw and Safeway Variable Annuity Pension Fund covers 5,441 participants in Maryland, 5.9x the typical Maryland plan (state average ~929 per filing). Assets: $17M.

#5,601
in Finance & Insurance (9,261 peers)
+46.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Ufcw and Safeway Variable Annuity Pension Fund's outsized position by total assets

Ufcw and Safeway Variable Annuity Pension Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$17,164,176 Top 25% higher than 75% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Ufcw and Safeway Variable Annuity Pension 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 and Safeway Variable Annuity Pension Fund lands in the large band (5,441 participants).

Form 5500 schedule snapshot

Filing strip 862084988 · Board of Trustees - Ufcw and Safeway Variable Annuity Pension Fund PY 2022 · Defined Benefit (Pension)

Ufcw and Safeway Variable Annuity Pension Fund · $17M · 5,441 · 75th

  • PART $17M
  • PART 5,441
  • PART 75th
  • PART Defined Benefit (Pension)
  • PART near Employees' Retirement Plan of the Kensico Cemetery
  • PART ind #5601

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 Finance & Insurance retirement plans → · Plans in Maryland →

Ufcw and Safeway Variable Annuity Pension Fund in the asset neighbourhood

Monro, Inc. Pension Plan$17MUfcw and Safeway Variable Annuity Pension FundUfcw and Safeway Variable An…$17MEmployees' Retirement Plan of the Kensico CemeteryEmployees' Retirement Plan o…$17MTrane Pension Plan$17MLocal Union 1710 IBEW Pension Trust FundLocal Union 1710 IBEW Pensio…$17M
End-of-year total assets ($M) among Ufcw and Safeway Variable Annuity Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$17M
Net Income$6M
Employer EIN862084988
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees - Ufcw and Safeway Variable Annuity Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees - Ufcw and Safeway Variable Annuity Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$31M 81.61545884870908% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.2M $31.2M ▲ +81.6%
Year Plans Participants Total Assets
2022 1 5,441 $17M
2023 1 5,337 $24M
2024 1 5,208 $31M

Nearby Defined Benefit (Pension) Plans in Maryland

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ufcw and Safeway Variable Annuity Pension Fund vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -505101520 Total assets ($B) Participants Ufcw and Safeway Variable Annuity Pension Fund, Total assets ($B): 0.017164176 · Participants: 5441Ufcw and Safeway Variable Annuity Pension FundLockheed Martin Corporation Salaried Employee Retirement Program, Total assets ($B): 18.843533772 · Participants: 21647Lockheed Martin Corporation Salaried Employee Retirement ProgramNational Automatic Sprinkler Industry Pension Fund, Total assets ($B): 4.273549408 · Participants: 14916National Automatic Sprinkler Industry Pension FundMajor League Baseball Players Pension Plan, Total assets ($B): 4.247803775 · Participants: 1041Major League Baseball Players Pension PlanInternational Painters and Allied Trades Industry Pension Plan, Total assets ($B): 3.938448124 · Participants: 50952International Painters and Allied Trades Industry Pension PlanBert Bell/Pete Rozelle Nfl Player Retirement Plan, Total assets ($B): 3.67312584 · Participants: 2587Bert Bell/Pete Rozelle Nfl Player Retirement Plan
Ufcw and Safeway Variable Annuity Pension Fund vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants

Ufcw and Safeway Variable Annuity Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Maryland, the nearest Defined Benefit (Pension) by assets is Employees' Retirement Plan of the Kensico Cemetery in NY ($17M); by covered participants it is Pension Plan for Employees at Ornl in TN (5,460 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ufcw and Safeway Variable Annuity Pension Fund assets move in 2022?
Ufcw and Safeway Variable Annuity Pension Fund surged - up 46.0% during 2022, from $12M to $17M. Reported net income was $6M.
How have Board of Trustees - Ufcw and Safeway Variable Annuity Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees - Ufcw and Safeway Variable Annuity Pension Fund's sponsor-wide assets grew 81.6%, from $17M to $31M.
Where does Ufcw and Safeway Variable Annuity Pension Fund rank by assets among Form 5500 filers?
Ufcw and Safeway Variable Annuity Pension Fund ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ufcw and Safeway Variable Annuity Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees' Retirement Plan of the Kensico Cemetery in NY ($17M, 53 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw and Safeway Variable Annuity Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Employees at Ornl in TN (5,460 participants, $2.3B in assets).