Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of the Ufcw International Union - Industry Variable Annuity P Pension Plan
Data updated 2026-08-11
- $174M
- Total assets
- 43,875
- Participants
- 95th
- Percentile by assets
- $3,962
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $174M
- total plan assets (2022 EOY)
- 43,875
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $3,962
- avg assets per participant
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Ufcw International Union-Industry Variable Annuity Pension Plan reports 43,875 participants - 56x that state average ($174M EOY assets).
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)
| 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.
Ufcw International Union-Industry Variable Annuity Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
- 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Ufcw International Union-Industry Variable Annuity Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Ufcw International Union-Industry Variable Annuity Pension Plan assets move in 2022? ▼
How have Trustees of the Ufcw International Union - Industry Variable Annuity P plan assets changed over time? ▼
Where does Ufcw International Union-Industry Variable Annuity Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Ufcw International Union-Industry Variable Annuity Pension Plan? ▼
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Filing takeaways
Ways to act on Ufcw International Union-Industry Variable Annuity Pension Plan's numbers.
- By total assets, Ufcw International Union-Industry Variable Annuity Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
- Trustees of the Ufcw International Union - Industry Variable Annuity P's sponsor-wide assets have grown 72.7% since 2022 across 3 plan years on file. More Retail Trade plans