Money Purchase · DOL Form 5500 · 2023
Board of Trustees Ufcw Local 2013 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 4,734
- Participants Above avg headcount
- 80th
- Percentile by assets National rank
- $6,514
- Avg per participant Low balance/head
Official DOL plan name: Ufcw Local 2013 Annuity Fund · Sponsored by Board of Trustees Ufcw Local 2013 Annuity Fund · New York · Food Services & Accommodation
$31M in assets, 4,734 participants
Board of Trustees Ufcw Local 2013 Annuity Fund's Ufcw Local 2013 Annuity Fund reported $31M in total assets and 4,734 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #3,630 in Food Services & Accommodation (3,828 peers)
Coverage in New York
Ufcw Local 2013 Annuity Fund covers 4,734 participants in New York, 5.9x the typical New York plan (state average ~798 per filing). Assets: $31M.
- #3,630
- in Food Services & Accommodation (3,828 peers)
- +14.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Ufcw Local 2013 Annuity Fund's outsized position by total assets
Ufcw Local 2013 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$30,836,259 Top 20% higher than 80% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ufcw Local 2013 Annuity Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ufcw Local 2013 Annuity Fund lands in the large band (4,734 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ufcw Local 2013 Annuity Fund reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Ufcw Local 2013 Annuity Fund end-of-year assets rose from $27M in the plan year 2022 filing to $31M in the plan year 2023 filing.
- Ufcw Local 2013 Annuity Fund reported participants fell from 4,852 in the plan year 2022 filing to 4,734 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 112457157 · Board of Trustees Ufcw Local 2013 Annuity Fund PY 2023 · Money Purchase
Ufcw Local 2013 Annuity Fund · $31M · 4,734 · 80th
- PCT $31M
- EIN 4,734
- RANK 80th
- PHOTO Money Purchase
- IND near Iron Workers Local #397 Annuity Fund
- EOY ind #3630
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 Food Services & Accommodation retirement plans → · Plans in New York →
Ufcw Local 2013 Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $4M |
| Employer EIN | 112457157 |
| Plan Effective Date | 1981-01-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Ufcw Local 2013 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Ufcw Local 2013 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 28.909487621943587% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,852 | $27M |
| 2023 | 1 | 4,734 | $31M |
| 2024 | 1 | 5,516 | $35M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.3B · 12,501
- Young Men's Christian Association Retirement Fund Retirement Plan $3.7B · 43,490
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.0B · 15,163
- Brookhaven Science Associates, LLC Retirement Plan $1.4B · 2,473
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 4,998
Ufcw Local 2013 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Iron Workers Local #397 Annuity Fund in TN ($31M); by covered participants it is The Cleveland Clinic Foundation Cash Balance Plan in OH (4,739 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Iron Workers Local #397 Annuity Fund (TN) $31M · 1,596
- Salud Family Health Retirement Plan (CO) $30M · 534
- Plumbers and Pipefitters Local Union No. 396 Security Plan (OH) $30M · 2,190
- East Bay Restaurant & Tavern Retirement Plan (CA) $32M · 1,879
Similar participant headcount
Nearest other-state filings by covered participants (4,734 participants); asset peers above are excluded.
- The Cleveland Clinic Foundation Cash Balance Plan (OH) 4,739 · 5 off
- Presbyterian Homes and Services Employees Retirement Savings and Investment Plan (MN) 4,812 · 78 off
- Local No. 1 IBEW Pension Benefit Trust Fund (MO) 4,647 · 87 off
- Nysa-Ila Money Purchase Pension Fund and Plan (NJ) 4,634 · 100 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.