Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of the Ufcw International Union - Industry Variable Annuity P Pension Plan
Data updated 2026-08-25
- $174M
- Total assets Near avg plan size
- 43,875
- Participants Very large workforce
- 95th
- Percentile by assets National rank
- $3,962
- Avg per participant Low balance/head
Official DOL plan name: Ufcw International Union-Industry Variable Annuity Pension Plan · Sponsored by Trustees of the Ufcw International Union - Industry Variable Annuity P · Illinois · Retail Trade
$174M in assets, 43,875 participants
Trustees of the Ufcw International Union - Industry Variable Annuity P's Ufcw International Union-Industry Variable Annuity Pension Plan reported $174M in total assets and 43,875 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #9,266 in Retail Trade (9,519 peers)
Coverage in Illinois
Ufcw International Union-Industry Variable Annuity Pension Plan covers 43,875 participants in Illinois, 56x the typical Illinois plan (state average ~779 per filing). Assets: $174M.
- #9,266
- in Retail Trade (9,519 peers)
- +38.1%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Ufcw International Union-Industry Variable Annuity Pension Plan's outsized position by total assets
Ufcw International Union-Industry Variable Annuity Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$173,812,354 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ufcw International Union-Industry Variable Annuity Pension Plan's mega-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 International Union-Industry Variable Annuity Pension Plan is a mega filing (43,875 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 853177950 · Trustees of the Ufcw International Union - Industry Variable Annuity P PY 2022 · Defined Benefit (Pension)
Ufcw International Union-Industry Variable Annuity Pension Plan · $174M · 43,875 · 95th
- TYPE $174M
- TYPE 43,875
- TYPE 95th
- TYPE Defined Benefit (Pension)
- TYPE near Ineos USA Pension Plan
- TYPE ind #9266
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 Illinois →
Ufcw International Union-Industry Variable Annuity Pension Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $126M |
|---|---|
| Net Assets (End of Year) | $173M |
| Net Income | $48M |
| Employer EIN | 853177950 |
| Plan Effective Date | 2020-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Ufcw International Union - Industry Variable Annuity P)
Sponsor-wide plan assets over time
All Trustees of the Ufcw International Union - Industry Variable Annuity P plans reported in each filing year
- Latest sponsor-wide plan assets
- $300M 72.73505081232602% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43,875 | $174M |
| 2023 | 1 | 42,512 | $228M |
| 2024 | 1 | 41,671 | $300M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $42.6B · 50,096
- State Farm Insurance Companies Retirement Plan for United States Employees $32.1B · 49,052
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,170
- John Deere Pension Plan for Salaried Employees $7.3B · N/A
- Abbott Laboratories Annuity Retirement Plan $6.8B · 16,809
Scale composition for Ufcw International Union-Industry Variable Annuity Pension Plan
Ufcw International Union-Industry Variable Annuity Pension Plan reports $174M in end-of-year assets across 43,875 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.047% of 93,925,755 covered participants) - about $3,962 per participant (3% of the national average assets-per-participant) . Net income for plan year 2022 was $48M.
This plan identity (EIN 853177950, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $174M to $300M (+72.7%) while covered participants moved from 43,875 to 41,671 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 43,875 | $174M | This page |
| 2023 | 42,512 | $228M | Open filing |
| 2024 · index core | 41,671 | $300M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Ufcw International Union-Industry Variable Annuity Pension Plan (Defined Benefit (Pension), $300M, 41,671 participants)
Ufcw International Union-Industry Variable Annuity Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Ineos USA Pension Plan in TX ($174M); by covered participants it is Southern Nevada Culinary and Bartenders Pension Plan in NV (44,303 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($174M here).
- Ineos USA Pension Plan (TX) $174M · 576
- Nyu Langone Hospital-Brooklyn Uft Retirement Plan (NY) $174M · 951
- Huhtamaki Retirement Accrual Plan (KS) $174M · 1,198
- Central Iowa Carpenters Pension Plan (MN) $174M · 672
Similar participant headcount
Nearest other-state filings by covered participants (43,875 participants); asset peers above are excluded.
- Southern Nevada Culinary and Bartenders Pension Plan (NV) 44,303 · 428 off
- Southwest Carpenters Pension Trust (CA) 42,115 · 1,760 off
- Kaiser Permanente Retirement Plan for Scpmg (CA) 45,962 · 2,087 off
- Ernst & Young Defined Benefit Retirement Plan (NJ) 41,604 · 2,271 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.