Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund Pension Plan

Data updated 2026-08-11

$70M
Total assets
2,878
Participants
91st
Percentile by assets
$24,331
Avg per participant
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Official DOL plan name: Ufcw Local 23 & Giant Eagle Pension Fund · Sponsored by Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund · Pennsylvania · Retail Trade

$70M in assets, 2,878 participants

Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund's Ufcw Local 23 & Giant Eagle Pension Fund reported $70M in total assets and 2,878 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 139,126 plans)
  • #9,044 in Retail Trade (9,519 peers)

Coverage in Pennsylvania

Ufcw Local 23 & Giant Eagle Pension Fund covers 2,878 participants in Pennsylvania, 3.5x the typical Pennsylvania plan (state average ~822 per filing). Assets: $70M.

$70M
total plan assets (2022 EOY)
2,878
covered participants
91st
percentile by assets (of 139,126 plans)
$24,331
avg assets per participant

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Ufcw Local 23 & Giant Eagle Pension Fund sits by total assets

Ufcw Local 23 & Giant Eagle Pension Fund vs every filed plan by assets

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

$70,024,257 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Pennsylvania
Industry
Retail Trade

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Ufcw Local 23 & Giant Eagle Pension Fund reports 2,878 participants - 3.5x that state average ($70M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$70M
Net Income-$12M
Employer EIN256107185
Plan Effective Date1957-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund)

$65M$70M$75M$80M$85M 202220232024 $70M $79.9M ▲ +14.0%
Total plan assets by year, all Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund plans on file
Year Plans Participants Total Assets
2022 1 2,878 $70M
2023 1 2,763 $74M
2024 1 2,570 $80M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Ufcw Local 23 & Giant Eagle Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Ufcw Local 23 & Gian…, Total assets ($B): 0.070024257 · Participants: 2878Ufcw Local 23 & Gian…National Elevator In…, Total assets ($B): 10.401485458 · Participants: 27097National Elevator In…Steelworkers Pension…, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension…The PNC Financial Se…, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Se…Constellation Retire…, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retire…The Bank of New York…, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York…
Ufcw Local 23 & Giant Eagle Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Ufcw Local 23 & Giant Eagle Pension Fund side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Ufcw Local 23 & Giant Eagle Pension Fund by total assets, not by location.

Frequently Asked Questions

How did Ufcw Local 23 & Giant Eagle Pension Fund assets move in 2022? ▼
Ufcw Local 23 & Giant Eagle Pension Fund pulled back noticeably - down 14.5% during 2022, from $82M to $70M. Reported net income was -$12M.
How have Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund's sponsor-wide assets grew 14.0%, from $70M to $80M.
Where does Ufcw Local 23 & Giant Eagle Pension Fund rank by assets among Form 5500 filers? ▼
Ufcw Local 23 & Giant Eagle Pension Fund ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ufcw Local 23 & Giant Eagle Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is L3harris Communication Systems - East Pension Plan for Bargaining Unit Employees in FL ($70M, 79 participants).

Next read for Ufcw Local 23 & Giant Eagle Pension Fund

Filing takeaways

Ways to act on Ufcw Local 23 & Giant Eagle Pension Fund's numbers.

  • By total assets, Ufcw Local 23 & Giant Eagle Pension Fund ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
  • Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund's sponsor-wide assets have grown 14.0% since 2022 across 3 plan years on file. More Retail Trade plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 256107185.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.