Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Ufcw-Giant Variable Annuity Fund Pension Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
9,179
Participants Very large workforce
83rd
Percentile by assets National rank
$4,373
Avg per participant Low balance/head
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Official DOL plan name: Ufcw-Giant Variable Annuity Fund · Sponsored by Board of Trustees Ufcw-Giant Variable Annuity Fund · Maryland · Finance & Insurance

$40M in assets, 9,179 participants

Board of Trustees Ufcw-Giant Variable Annuity Fund's Ufcw-Giant Variable Annuity Fund reported $40M in total assets and 9,179 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,566 in Finance & Insurance (8,869 peers)

Coverage in Maryland

Ufcw-Giant Variable Annuity Fund covers 9,179 participants in Maryland, 9.9x the typical Maryland plan (state average ~929 per filing). Assets: $40M.

#6,566
in Finance & Insurance (8,869 peers)
+37.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ufcw-Giant Variable Annuity Fund's outsized position by total assets

Ufcw-Giant Variable Annuity Fund vs every filed plan by assets

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

$40,141,231 Top 17% higher than 83% 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-Giant Variable 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-Giant Variable Annuity Fund lands in the large band (9,179 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ufcw-Giant Variable Annuity Fund end-of-year assets rose from $29M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Ufcw-Giant Variable Annuity Fund reported net income fell from $17M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Ufcw-Giant Variable Annuity Fund reported participants fell from 9,713 in the plan year 2022 filing to 9,179 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 862048100 · Board of Trustees Ufcw-Giant Variable Annuity Fund PY 2023 · Defined Benefit (Pension)

Ufcw-Giant Variable Annuity Fund · $40M · 9,179 · 83rd

  • SCH $40M
  • EBSA 9,179
  • PART 83rd
  • TYPE Defined Benefit (Pension)
  • NET near Farmers Union Industries, LLC Retirement Plan
  • BOOK ind #6566

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 Variable Annuity Fund in the asset neighbourhood

Hourly Employees Pension Plan (Multiplant)Hourly Employees Pension Pla…$40MRetirement Plan for Employees of Augusta National, Inc.Retirement Plan for Employee…$40MUfcw-Giant Variable Annuity FundUfcw-Giant Variable Annuity …$40MFarmers Union Industries, LLC Retirement PlanFarmers Union Industries, LL…$40MJamaica Bearings Co., Inc. Pension TrustJamaica Bearings Co., Inc. P…$40M
End-of-year total assets ($M) among Ufcw-Giant Variable Annuity Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$40M
Net Income$11M
Employer EIN862048100
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Ufcw-Giant Variable Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees Ufcw-Giant Variable Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$53M 79.70166416988654% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $29.3M $52.6M ▲ +79.7%
Year Plans Participants Total Assets
2022 1 9,713 $29M
2023 1 9,179 $40M
2024 1 9,542 $53M

Nearby Defined Benefit (Pension) Plans in Maryland

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

Ufcw-Giant Variable Annuity Fund vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Ufcw-Giant Variable Annuity Fund, Total assets ($B): 0.040141231 · Participants: 9179Ufcw-Giant Variable Annuity 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-Giant Variable Annuity Fund vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants
Compare Ufcw-Giant Variable Annuity Fund side-by-side with 3 peers →

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

Outside Maryland, the nearest Defined Benefit (Pension) by assets is Farmers Union Industries, LLC Retirement Plan in MN ($40M); by covered participants it is Exelon Corporation Retirement Program in IL (9,116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9,179 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-Giant Variable Annuity Fund assets move in 2023? ▼
Ufcw-Giant Variable Annuity Fund surged - up 37.1% during 2023, from $29M to $40M. Reported net income was $11M.
How have Board of Trustees Ufcw-Giant Variable Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Ufcw-Giant Variable Annuity Fund's sponsor-wide assets grew 79.7%, from $29M to $53M.
Where does Ufcw-Giant Variable Annuity Fund rank by assets among Form 5500 filers? ▼
Ufcw-Giant Variable Annuity Fund ranks in the 83rd 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-Giant Variable Annuity Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Farmers Union Industries, LLC Retirement Plan in MN ($40M, 58 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw-Giant Variable Annuity Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Exelon Corporation Retirement Program in IL (9,116 participants, $6.4B 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 862048100.

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.