Other
2023 plan-year Other DOL Form 5500

Ufcw Local 2013 Pension Plan

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

Sponsored by Board of Trustees Ufcw Local 2013 Pension Fund · New York · Food Services & Accommodation

What the 2023 filing shows

Ufcw Local 2013 Pension Plan holds $507K for N/A participants, down 3.7% over the 2023 plan year.

$507K
total plan assets (2023 EOY)
N/A
covered participants
-3.7%
assets change YoY
Total Assets (2023)
$507K
Participants
N/A
State
Industry
Food Services & Accommodation

What the Filing Says About Ufcw Local 2013 Pension Plan

Ufcw Local 2013 Pension Plan is a Other retirement plan sponsored by Board of Trustees Ufcw Local 2013 Pension Fund, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $507K in total end-of-year assets and covers N/A participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 131975910, and the plan has been effective since 1962-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $526K at the beginning of 2023 to $507K at year-end — a decline of 3.7%. Net assets (after liabilities) closed the year at $174K, with reported net income of $15K 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)$526K
Total Assets (End of Year)$507K
Net Assets (End of Year)$174K
Net Income$15K
Plan TypeOther
Employer EIN131975910
Plan Effective Date1962-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Ufcw Local 2013 Pension Fund)

Year Plans Participants Total Assets
2022 1 N/A $526K
2023 1 N/A $507K
2024 1 N/A $486K

Nearby Other Plans in New York

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Ufcw Local 2013 Pension Plan?
As of the 2023 Form 5500 filing, Ufcw Local 2013 Pension Plan holds $507K in total assets with N/A participants. It is sponsored by Board of Trustees Ufcw Local 2013 Pension Fund.
What type of plan is Ufcw Local 2013 Pension Plan?
Ufcw Local 2013 Pension Plan is a Other plan. It has been effective since 1962-09-01. The plan is filed with the U.S. Department of Labor under EIN 131975910.
Who sponsors the Ufcw Local 2013 Pension Plan?
Ufcw Local 2013 Pension Plan is sponsored by Board of Trustees Ufcw Local 2013 Pension Fund, located in New York. The sponsor's EIN is 131975910 and the plan operates in the Food Services & Accommodation industry.
How did Ufcw Local 2013 Pension Plan perform in 2023?
Ufcw Local 2013 Pension Plan declined by 3.7% during 2023, moving from $526K to $507K in total assets. Net income was $15K.
Where can I find official filings for Ufcw Local 2013 Pension Plan?
Official Form 5500 filings for Ufcw Local 2013 Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131975910 or plan name at efast.dol.gov.
How does Ufcw Local 2013 Pension Plan compare to other plans?
You can compare Ufcw Local 2013 Pension Plan against other Other plans on the plan type page, or view plans in New York 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 131975910.

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.