Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees Ufcw-Giant Variable Annuity Fund Pension Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
9,713
Participants Very large workforce
83rd
Percentile by assets National rank
$3,015
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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

$29M in assets, 9,713 participants

Board of Trustees Ufcw-Giant Variable Annuity Fund's Ufcw-Giant Variable Annuity Fund reported $29M in total assets and 9,713 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,653 in Finance & Insurance (9,261 peers)

Coverage in Maryland

Ufcw-Giant Variable Annuity Fund covers 9,713 participants in Maryland, 10x the typical Maryland plan (state average ~929 per filing). Assets: $29M.

#6,653
in Finance & Insurance (9,261 peers)
+120.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ufcw-Giant Variable Annuity Fund's outsized position by total assets

Ufcw-Giant Variable Annuity Fund vs every filed plan by assets

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

$29,285,051 Top 17% higher than 83% 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-Giant Variable 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-Giant Variable Annuity Fund lands in the large band (9,713 participants).

Plan-year Form 5500 strip

Filing strip 862048100 · Board of Trustees Ufcw-Giant Variable Annuity Fund PY 2022 · Defined Benefit (Pension)

Ufcw-Giant Variable Annuity Fund · $29M · 9,713 · 83rd

  • IND $29M
  • IND 9,713
  • IND 83rd
  • IND Defined Benefit (Pension)
  • IND near Toledo Painters and Allied Trades Pension Plan
  • IND ind #6653

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-Giant Variable Annuity Fund in the asset neighbourhood

NECA Employees' Pension Plan$29MUfcw-Giant Variable Annuity FundUfcw-Giant Variable Annuity …$29MToledo Painters and Allied Trades Pension PlanToledo Painters and Allied T…$29MInfineon Retirement Plan$29MSekisui Voltek, LLC Retirement PlanSekisui Voltek, LLC Retireme…$29M
End-of-year total assets ($M) among Ufcw-Giant Variable Annuity Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$29M
Net Income$17M
Employer EIN862048100
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Ufcw-Giant Variable Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees Ufcw-Giant Variable Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$53M 79.70166416988654% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $29.3M $52.6M ▲ +79.7%
Year Plans Participants Total Assets
2022 1 9,713 $29M
2023 1 9,179 $40M
2024 1 9,542 $53M

Nearby Defined Benefit (Pension) Plans in Maryland

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

Ufcw-Giant Variable Annuity Fund vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -505101520 Total assets ($B) Participants Ufcw-Giant Variable Annuity Fund, Total assets ($B): 0.029285051 · Participants: 9713Ufcw-Giant Variable Annuity 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-Giant Variable Annuity Fund vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants

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

Outside Maryland, the nearest Defined Benefit (Pension) by assets is Toledo Painters and Allied Trades Pension Plan in OH ($29M); by covered participants it is Building Trades United Pension Trust Fund Milwaukee and Vicinity in WI (9,724 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (9,713 participants); asset peers above are excluded.

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-Giant Variable Annuity Fund assets move in 2022? ▼
Ufcw-Giant Variable Annuity Fund surged - up 120.0% during 2022, from $13M to $29M. Reported net income was $17M.
How have Board of Trustees Ufcw-Giant Variable Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Ufcw-Giant Variable Annuity Fund's sponsor-wide assets grew 79.7%, from $29M to $53M.
Where does Ufcw-Giant Variable Annuity Fund rank by assets among Form 5500 filers? ▼
Ufcw-Giant Variable Annuity Fund ranks in the 83rd 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-Giant Variable Annuity Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Toledo Painters and Allied Trades Pension Plan in OH ($29M, 229 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw-Giant Variable Annuity Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Building Trades United Pension Trust Fund Milwaukee and Vicinity in WI (9,724 participants, $3.0B in assets).