Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Ufcw Local 2013 Pension Fund Pension Plan

Data updated 2026-08-25

$507K
Total assets Small plan by assets: N/A
Participants Small participant base: 18th
Percentile by assets National rank

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Official DOL plan name: Ufcw Local 2013 Pension Plan · Sponsored by Board of Trustees Ufcw Local 2013 Pension Fund · New York · Food Services & Accommodation

$507K in assets, N/A participants

Board of Trustees Ufcw Local 2013 Pension Fund's Ufcw Local 2013 Pension Plan reported $507K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

#1,813 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Ufcw Local 2013 Pension Plan ranks #1,813 of 3,828 2023 filers by assets (3858% of the sector average)-$507K for N/A participants.

#1,813
in Food Services & Accommodation (3,828 peers): -3.7%
assets change YoY

Ufcw Local 2013 Pension Plan among the smaller filed plans by assets

Ufcw Local 2013 Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$507,161 18th percentile higher than 18% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Ufcw Local 2013 Pension Plan reported net income rose from -$17K in the plan year 2022 filing to $15K in the plan year 2023 filing.
Ufcw Local 2013 Pension Plan end-of-year assets fell from $526K in the plan year 2022 filing to $507K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 131975910 · Board of Trustees Ufcw Local 2013 Pension Fund PY 2023 · Defined Benefit (Pension)

Ufcw Local 2013 Pension Plan · $507K · N/A · 18th

ASSETS $507K
ASSETS N/A
ASSETS 18th
ASSETS Defined Benefit (Pension)
ASSETS near Holly Hall Defined Benefit Retirement Plan
ASSETS ind #1813

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 →

End-of-year total assets ($M) among Ufcw Local 2013 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)	$526K
Net Assets (End of Year)	$174K
Net Income	$15K
Employer EIN	131975910
Plan Effective Date	1962-09-01
Filing Status	FILING RECEIVED

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

Latest sponsor-wide plan assets: $486K 7.7465792068205% vs 2022; 2024 filing year

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

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ufcw Local 2013 Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $25.0B · 14,881
Consolidated Edison Retirement Plan $16.2B · 10,779
1199seiu Health Care Employees Pension Fund $16.2B · 107,582
Pfizer Consolidated Pension Plan $11.0B · 9,616
Pepsico Employees Retirement Plan I $7.6B · 12,289

Compare Ufcw Local 2013 Pension Plan side-by-side with 3 peers →

Ufcw Local 2013 Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is Holly Hall Defined Benefit Retirement Plan in TX at $507K (this filing: $507K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($507K here).

Holly Hall Defined Benefit Retirement Plan (TX) $507K · 8
Swiss Valley Farms, Co. Employees' Pension Plan and Trust (IA) $508K · 29
The Davisboyz Collective Inc. Cash Balance Plan (CA) $506K · 2
Stamford Health System Retirement Income Plan (CT) $504K · 275

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ufcw Local 2013 Pension Plan assets move in 2023? ▼

Ufcw Local 2013 Pension Plan edged down modestly - down 3.7% during 2023, from $526K to $507K. Reported net income was $15K.

How have Board of Trustees Ufcw Local 2013 Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Ufcw Local 2013 Pension Fund's sponsor-wide assets declined 7.7%, from $526K to $486K.

Where does Ufcw Local 2013 Pension Plan rank by assets among Form 5500 filers? ▼

Ufcw Local 2013 Pension Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Ufcw Local 2013 Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Holly Hall Defined Benefit Retirement Plan in TX ($507K, 8 participants).

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.