Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund Pension Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
2,763
Participants Above avg headcount
89th
Percentile by assets National rank
$26,603
Avg per participant Low balance/head
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Official DOL plan name: Ufcw Local 23 & Giant Eagle Pension Fund · Sponsored by Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund · Pennsylvania · Retail Trade

$74M in assets, 2,763 participants

Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund's Ufcw Local 23 & Giant Eagle Pension Fund reported $74M in total assets and 2,763 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,912 in Retail Trade (8,414 peers)

Coverage in Pennsylvania

Ufcw Local 23 & Giant Eagle Pension Fund covers 2,763 participants in Pennsylvania, 3.4x the typical Pennsylvania plan (state average ~822 per filing). Assets: $74M.

#7,912
in Retail Trade (8,414 peers)
+5.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Ufcw Local 23 & Giant Eagle Pension Fund's outsized position by total assets

Ufcw Local 23 & Giant Eagle Pension Fund vs every filed plan by assets

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

$73,502,894 Top 11% higher than 89% 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 Local 23 & Giant Eagle 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 Local 23 & Giant Eagle Pension Fund lands in the large band (2,763 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ufcw Local 23 & Giant Eagle Pension Fund reported net income rose from -$12M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ufcw Local 23 & Giant Eagle Pension Fund end-of-year assets rose from $70M in the plan year 2022 filing to $74M in the plan year 2023 filing.
  • Ufcw Local 23 & Giant Eagle Pension Fund reported participants fell from 2,878 in the plan year 2022 filing to 2,763 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 256107185 · Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund PY 2023 · Defined Benefit (Pension)

Ufcw Local 23 & Giant Eagle Pension Fund · $74M · 2,763 · 89th

  • PCT $74M
  • PCT 2,763
  • PCT 89th
  • PCT Defined Benefit (Pension)
  • PCT near Pension Plan for Salaried Employees of Alcon
  • PCT ind #7912

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 Retail Trade retirement plans → · Plans in Pennsylvania →

Ufcw Local 23 & Giant Eagle Pension Fund in the asset neighbourhood

Pension Plan for Salaried Employees of AlconPension Plan for Salaried Em…$74MUfcw Local 23 & Giant Eagle Pension FundUfcw Local 23 & Giant Eagle …$74MSappi North America, Inc. Central Mills Employees' Retirement PlanSappi North America, Inc. Ce…$73MUnited States Cold Storage, Inc. Pension PlanUnited States Cold Storage, …$73MEssendant Pension Plan$73M
End-of-year total assets ($M) among Ufcw Local 23 & Giant Eagle Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$73M
Net Income$3M
Employer EIN256107185
Plan Effective Date1957-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$80M 14.032148888063176% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $70M $79.9M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 2,878 $70M
2023 1 2,763 $74M
2024 1 2,570 $80M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Ufcw Local 23 & Giant Eagle Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Ufcw Local 23 & Giant Eagle Pension Fund, Total assets ($B): 0.073502894 · Participants: 2763Ufcw Local 23 & Giant Eagle Pension FundNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Ufcw Local 23 & Giant Eagle Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Ufcw Local 23 & Giant Eagle Pension Fund side-by-side with 3 peers →

Ufcw Local 23 & Giant Eagle Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Pension Plan for Salaried Employees of Alcon in TX ($74M); by covered participants it is Evergy, Inc. Retirement Plan in MO (2,763 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,763 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 Local 23 & Giant Eagle Pension Fund assets move in 2023? ▼
Ufcw Local 23 & Giant Eagle Pension Fund edged up modestly - up 5.0% during 2023, from $70M to $74M. Reported net income was $3M.
How have Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund's sponsor-wide assets grew 14.0%, from $70M to $80M.
Where does Ufcw Local 23 & Giant Eagle Pension Fund rank by assets among Form 5500 filers? ▼
Ufcw Local 23 & Giant Eagle Pension Fund ranks in the 89th 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 Local 23 & Giant Eagle Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Salaried Employees of Alcon in TX ($74M, 366 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw Local 23 & Giant Eagle Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Evergy, Inc. Retirement Plan in MO (2,763 participants, $1.2B 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 256107185.

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.