Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Ufcw Local 23 & Giant Eagle Pension Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund · Pennsylvania · Retail Trade

What the 2023 filing shows

Ufcw Local 23 & Giant Eagle Pension Fund holds $70M for 2,878 participants — about $24,331 per participant, down 14.5% over the 2022 plan year.

$70M
total plan assets (2022 EOY)
2,878
covered participants
$24,331
avg assets per participant
-14.5%
assets change YoY

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.

Total Assets (2023)
$70M
Participants
2,878
State
Industry
Retail Trade

What the Filing Says About Ufcw Local 23 & Giant Eagle Pension Fund

Ufcw Local 23 & Giant Eagle Pension Fund is a Defined Benefit (Pension) retirement plan sponsored by Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $70M in total end-of-year assets and covers 2,878 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 256107185, and the plan has been effective since 1957-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $82M at the beginning of 2022 to $70M at year-end — a decline of 14.5%. Net assets (after liabilities) closed the year at $70M, with reported net income of $-11,793,572 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$82M
Total Assets (End of Year)$70M
Net Assets (End of Year)$70M
Net Income$-11,793,572
Plan TypeDefined Benefit (Pension)
Employer EIN256107185
Plan Effective Date1957-10-01
Filing StatusFILING RECEIVED

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

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.

Frequently Asked Questions

How much money is in the Ufcw Local 23 & Giant Eagle Pension Fund?
As of the 2022 Form 5500 filing, Ufcw Local 23 & Giant Eagle Pension Fund holds $70M in total assets with 2,878 participants. It is sponsored by Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund.
What type of plan is Ufcw Local 23 & Giant Eagle Pension Fund?
Ufcw Local 23 & Giant Eagle Pension Fund is a Defined Benefit (Pension) plan. It has been effective since 1957-10-01. The plan is filed with the U.S. Department of Labor under EIN 256107185.
Who sponsors the Ufcw Local 23 & Giant Eagle Pension Fund?
Ufcw Local 23 & Giant Eagle Pension Fund is sponsored by Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund, located in Pennsylvania. The sponsor's EIN is 256107185 and the plan operates in the Retail Trade industry.
How did Ufcw Local 23 & Giant Eagle Pension Fund perform in 2022?
Ufcw Local 23 & Giant Eagle Pension Fund declined by 14.5% during 2022, moving from $82M to $70M in total assets. Net income was $-11,793,572.
Where can I find official filings for Ufcw Local 23 & Giant Eagle Pension Fund?
Official Form 5500 filings for Ufcw Local 23 & Giant Eagle Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 256107185 or plan name at efast.dol.gov.
How does Ufcw Local 23 & Giant Eagle Pension Fund compare to other plans?
You can compare Ufcw Local 23 & Giant Eagle Pension Fund against other Defined Benefit (Pension) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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