Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees - Ufcw and Safeway Variable Annuity Pension Fund Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
5,337
Participants Above avg headcount
76th
Percentile by assets National rank
$4,506
Avg per participant Low balance/head
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Official DOL plan name: Ufcw and Safeway Variable Annuity Pension Fund · Sponsored by Board of Trustees - Ufcw and Safeway Variable Annuity Pension Fund · Maryland · Finance & Insurance

$24M in assets, 5,337 participants

Board of Trustees - Ufcw and Safeway Variable Annuity Pension Fund's Ufcw and Safeway Variable Annuity Pension Fund reported $24M in total assets and 5,337 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,632 in Finance & Insurance (8,869 peers)

Coverage in Maryland

Ufcw and Safeway Variable Annuity Pension Fund covers 5,337 participants in Maryland, 5.7x the typical Maryland plan (state average ~929 per filing). Assets: $24M.

#5,632
in Finance & Insurance (8,869 peers)
+40.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Ufcw and Safeway Variable Annuity Pension Fund's outsized position by total assets

Ufcw and Safeway Variable Annuity Pension Fund vs every filed plan by assets

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

$24,050,026 Top 24% higher than 76% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Ufcw and Safeway Variable Annuity Pension 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 and Safeway Variable Annuity Pension Fund lands in the large band (5,337 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ufcw and Safeway Variable Annuity Pension Fund end-of-year assets rose from $17M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Ufcw and Safeway Variable Annuity Pension Fund reported net income rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Ufcw and Safeway Variable Annuity Pension Fund reported participants fell from 5,441 in the plan year 2022 filing to 5,337 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 862084988 · Board of Trustees - Ufcw and Safeway Variable Annuity Pension Fund PY 2023 · Defined Benefit (Pension)

Ufcw and Safeway Variable Annuity Pension Fund · $24M · 5,337 · 76th

  • ASSETS $24M
  • PCT 5,337
  • EIN 76th
  • RANK Defined Benefit (Pension)
  • PHOTO near The Defined Benefit Plan of Adams Community Bank
  • IND ind #5632

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 and Safeway Variable Annuity Pension Fund in the asset neighbourhood

Retirement Plan of Certain Employees of Ceva Logistics U.S. Inc.Retirement Plan of Certain E…$24MUfcw and Safeway Variable Annuity Pension FundUfcw and Safeway Variable An…$24MThe Defined Benefit Plan of Adams Community BankThe Defined Benefit Plan of …$24MBank of Ireland Group U.S. Retirement PlanBank of Ireland Group U.S. R…$24MLaborers District Council of Virginia Pension Trust FundLaborers District Council of…$24M
End-of-year total assets ($M) among Ufcw and Safeway Variable Annuity Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$24M
Net Income$7M
Employer EIN862084988
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees - Ufcw and Safeway Variable Annuity Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees - Ufcw and Safeway Variable Annuity Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$31M 81.61545884870908% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.2M $31.2M ▲ +81.6%
Year Plans Participants Total Assets
2022 1 5,441 $17M
2023 1 5,337 $24M
2024 1 5,208 $31M

Nearby Defined Benefit (Pension) Plans in Maryland

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

Ufcw and Safeway Variable Annuity Pension Fund vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Ufcw and Safeway Variable Annuity Pension Fund, Total assets ($B): 0.024050026 · Participants: 5337Ufcw and Safeway Variable Annuity Pension FundNational Electrical Benefit Fund, Total assets ($B): 18.88881693 · Participants: 323315National Electrical Benefit FundLockheed Martin Corporation Salaried Employee Retirement Program, Total assets ($B): 18.434547593 · Participants: 19673Lockheed Martin Corporation Salaried Employee Retirement ProgramMajor League Baseball Players Pension Plan, Total assets ($B): 4.648661647 · Participants: 1087Major League Baseball Players Pension PlanNational Automatic Sprinkler Industry Pension Fund, Total assets ($B): 4.493297428 · Participants: 15047National Automatic Sprinkler Industry Pension FundInternational Painters and Allied Trades Industry Pension Plan, Total assets ($B): 4.223547088 · Participants: 44973International Painters and Allied Trades Industry Pension Plan
Ufcw and Safeway Variable Annuity Pension Fund vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants
Compare Ufcw and Safeway Variable Annuity Pension Fund side-by-side with 3 peers →

Ufcw and Safeway Variable Annuity Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Maryland, the nearest Defined Benefit (Pension) by assets is The Defined Benefit Plan of Adams Community Bank in MA ($24M); by covered participants it is Shaws Supermarkets, Inc. Pension Plan for Union Employees in ID (5,337 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,337 participants); asset peers above are excluded.

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 and Safeway Variable Annuity Pension Fund assets move in 2023? ▼
Ufcw and Safeway Variable Annuity Pension Fund surged - up 40.1% during 2023, from $17M to $24M. Reported net income was $7M.
How have Board of Trustees - Ufcw and Safeway Variable Annuity Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees - Ufcw and Safeway Variable Annuity Pension Fund's sponsor-wide assets grew 81.6%, from $17M to $31M.
Where does Ufcw and Safeway Variable Annuity Pension Fund rank by assets among Form 5500 filers? ▼
Ufcw and Safeway Variable Annuity Pension Fund ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ufcw and Safeway Variable Annuity Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Defined Benefit Plan of Adams Community Bank in MA ($24M, 110 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw and Safeway Variable Annuity Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Shaws Supermarkets, Inc. Pension Plan for Union Employees in ID (5,337 participants, $223M in assets).

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 862084988.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.