Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees Ufcw- Giant Excess Supplemental Benefit Fund Pension Plan
Data updated 2026-08-25
- $173K
- Total assets Small plan by assets
- 5,492
- Participants Above avg headcount
- 10th
- Percentile by assets National rank
- $32
- Avg per participant Low balance/head
Official DOL plan name: Ufcw- Giant Excess Supplemental Benefit Fund · Sponsored by Board of Trustees Ufcw- Giant Excess Supplemental Benefit Fund · Maryland · Finance & Insurance
$173K in assets, 5,492 participants
Board of Trustees Ufcw- Giant Excess Supplemental Benefit Fund's Ufcw- Giant Excess Supplemental Benefit Fund reported $173K in total assets and 5,492 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.
- #504 in Finance & Insurance (8,869 peers)
Coverage in Maryland
Ufcw- Giant Excess Supplemental Benefit Fund covers 5,492 participants in Maryland, 5.9x the typical Maryland plan (state average ~929 per filing). Assets: $173K.
- #504
- in Finance & Insurance (8,869 peers)
- -44.3%
- assets change YoY
The plan reported a net loss of $27K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ufcw- Giant Excess Supplemental Benefit Fund among the smaller filed plans by assets
Ufcw- Giant Excess Supplemental Benefit Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$173,403 10th percentile higher than 10% 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- Giant Excess Supplemental Benefit 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- Giant Excess Supplemental Benefit Fund lands in the large band (5,492 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ufcw- Giant Excess Supplemental Benefit Fund end-of-year assets fell from $312K in the plan year 2022 filing to $173K in the plan year 2023 filing.
- Ufcw- Giant Excess Supplemental Benefit Fund reported net income fell from -$23K in the plan year 2022 filing to -$27K in the plan year 2023 filing.
- Ufcw- Giant Excess Supplemental Benefit Fund reported participants fell from 5,546 in the plan year 2022 filing to 5,492 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 862133718 · Board of Trustees Ufcw- Giant Excess Supplemental Benefit Fund PY 2023 · Defined Benefit (Pension)
Ufcw- Giant Excess Supplemental Benefit Fund · $173K · 5,492 · 10th
- PCT $173K
- PCT 5,492
- PCT 10th
- PCT Defined Benefit (Pension)
- PCT near Local 76 Resort Hotel Industry Pension Plan
- PCT ind #504
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 Finance & Insurance retirement plans → · Plans in Maryland →
Ufcw- Giant Excess Supplemental Benefit Fund in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $312K |
|---|---|
| Net Assets (End of Year) | $7K |
| Net Income | -$27K |
| Employer EIN | 862133718 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Ufcw- Giant Excess Supplemental Benefit Fund)
Sponsor-wide plan assets over time
All Board of Trustees Ufcw- Giant Excess Supplemental Benefit Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $92K 70.42396816226972% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,546 | $312K |
| 2023 | 1 | 5,492 | $173K |
| 2024 | 1 | 5,081 | $92K |
Nearby Defined Benefit (Pension) Plans in Maryland
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Electrical Benefit Fund $18.9B · 323,315
- Lockheed Martin Corporation Salaried Employee Retirement Program $18.4B · 19,673
- Major League Baseball Players Pension Plan $4.6B · 1,087
- National Automatic Sprinkler Industry Pension Fund $4.5B · 15,047
- International Painters and Allied Trades Industry Pension Plan $4.2B · 44,973
Ufcw- Giant Excess Supplemental Benefit Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Maryland, the nearest Defined Benefit (Pension) by assets is Local 76 Resort Hotel Industry Pension Plan in NY ($174K); by covered participants it is Sheet Metal Workers Pension Plan of Northern California in CA (5,496 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($173K here).
Similar participant headcount
Nearest other-state filings by covered participants (5,492 participants); asset peers above are excluded.
- Sheet Metal Workers Pension Plan of Northern California (CA) 5,496 · 4 off
- Mufg Bank, Ltd. Retirement Plan (NY) 5,502 · 10 off
- Beth Israel Lahey Health Defined Benefit Plan I (MA) 5,470 · 22 off
- Retirement Benefit Accumulation Plan for Employees of Pwc (FL) 5,514 · 22 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.