Defined Benefit (Pension) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$70M
Total assets Below avg plan size
2,878
Participants Above avg headcount
91st
Percentile by assets National rank
$24,331
Avg per participant Low balance/head
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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.

  • #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.

#9,044
in Retail Trade (9,519 peers)
-14.5%
assets change YoY
0.7×
vs typical plan assets (national mean)

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.

Ufcw Local 23 & Giant Eagle Pension Fund's outsized position 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 $2,050,000,000 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 Local 23 & Giant Eagle 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 Local 23 & Giant Eagle Pension Fund lands in the large band (2,878 participants).

Published 5500 schedule card

Filing strip 256107185 · Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund PY 2022 · Defined Benefit (Pension)

Ufcw Local 23 & Giant Eagle Pension Fund · $70M · 2,878 · 91st

  • IND $70M
  • IND 2,878
  • IND 91st
  • IND Defined Benefit (Pension)
  • IND near L3harris Communication Systems - East Pension Plan for Bargaining Unit Employees
  • IND ind #9044

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 Retail Trade retirement plans → · Plans in Pennsylvania →

Ufcw Local 23 & Giant Eagle Pension Fund in the asset neighbourhood

L3harris Communication Systems - East Pension Plan for Bargaining Unit EmployeesL3harris Communication Syste…$70MUfcw Local 23 & Giant Eagle Pension FundUfcw Local 23 & Giant Eagle …$70MThe Wawanesa Mutual Insurance Co. U.S. Ees Pension PlanThe Wawanesa Mutual Insuranc…$70MSemco Energy, Inc. Union Employees' Retirement PlanSemco Energy, Inc. Union Emp…$70MSteptoe & Johnson LLP Cash Balance Pension PlanSteptoe & Johnson LLP Cash B…$70M
End-of-year total assets ($M) among Ufcw Local 23 & Giant Eagle Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$80M 14.032148888063176% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $70M $79.9M ▲ +14.0%
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 ($B) Participants Ufcw Local 23 & Giant Eagle Pension Fund, Total assets ($B): 0.070024257 · Participants: 2878Ufcw Local 23 & Giant Eagle Pension FundNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
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 →

Ufcw Local 23 & Giant Eagle Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is L3harris Communication Systems - East Pension Plan for Bargaining Unit Employees in FL ($70M); by covered participants it is Chick-Fil-a, Inc. Defined Benefit Pension Plan in GA (2,879 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,878 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw Local 23 & Giant Eagle Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Chick-Fil-a, Inc. Defined Benefit Pension Plan in GA (2,879 participants, $395M in assets).

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.