Defined Benefit (Pension) · DOL Form 5500 · 2023
Trustees of the Ufcw International Union - Industry Variable Annuity P Pension Plan
Data updated 2026-08-11
- $228M
- Total assets
- 42,512
- Participants
- 95th
- Percentile by assets
- $5,364
- Avg per participant
Official DOL plan name: Ufcw International Union-Industry Variable Annuity Pension Plan · Sponsored by Trustees of the Ufcw International Union - Industry Variable Annuity P · Illinois · Retail Trade
$228M in assets, 42,512 participants
Trustees of the Ufcw International Union - Industry Variable Annuity P's Ufcw International Union-Industry Variable Annuity Pension Plan reported $228M in total assets and 42,512 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #8,187 in Retail Trade (8,414 peers)
Coverage in Illinois
Ufcw International Union-Industry Variable Annuity Pension Plan covers 42,512 participants in Illinois, 55x the typical Illinois plan (state average ~779 per filing). Assets: $228M.
- $228M
- total plan assets (2023 EOY)
- 42,512
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $5,364
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ufcw International Union-Industry Variable Annuity Pension Plan end-of-year assets rose from $174M in the plan year 2022 filing to $228M in the plan year 2023 filing.
- Ufcw International Union-Industry Variable Annuity Pension Plan reported net income rose from $48M in the plan year 2022 filing to $54M in the plan year 2023 filing.
- Ufcw International Union-Industry Variable Annuity Pension Plan reported participants fell from 43,875 in the plan year 2022 filing to 42,512 in the plan year 2023 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Ufcw International Union-Industry Variable Annuity Pension Plan reports 42,512 participants - 55x that state average ($228M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $174M |
|---|---|
| Net Assets (End of Year) | $228M |
| Net Income | $54M |
| Employer EIN | 853177950 |
| Plan Effective Date | 2020-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Ufcw International Union - Industry Variable Annuity P)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43,875 | $174M |
| 2023 | 1 | 42,512 | $228M |
| 2024 | 1 | 41,671 | $300M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Ufcw International Union-Industry Variable Annuity Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
Scale composition for Ufcw International Union-Industry Variable Annuity Pension Plan
Ufcw International Union-Industry Variable Annuity Pension Plan reports $228M in end-of-year assets across 42,512 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.045% of 93,925,755 covered participants) - about $5,364 per participant (4% of the national average assets-per-participant) . Net income for plan year 2023 was $54M.
This plan identity (EIN 853177950, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $174M to $300M (+72.7%) while covered participants moved from 43,875 to 41,671 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 43,875 | $174M | Open filing |
| 2023 | 42,512 | $228M | This page |
| 2024 · index core | 41,671 | $300M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Ufcw International Union-Industry Variable Annuity Pension Plan (Defined Benefit (Pension), $300M, 41,671 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Ufcw International Union-Industry Variable Annuity Pension Plan by total assets, not by location.
- I.a.T.S.E. Local No. 33 Pension Trust Fund (CA) $228M · 1,134
- Local 697 I.B.E.W. and Electrical Industry Pension Plan (IN) $228M · 855
- Tri-State Carpenters and Joiners Pension Trust Fund (TN) $228M · 2,208
- I.B.E.W. Pacific Coast Pension Fund (WA) $228M · 815
Frequently Asked Questions
How did Ufcw International Union-Industry Variable Annuity Pension Plan assets move in 2023? ▼
How have Trustees of the Ufcw International Union - Industry Variable Annuity P plan assets changed over time? ▼
Where does Ufcw International Union-Industry Variable Annuity Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Ufcw International Union-Industry Variable Annuity Pension Plan? ▼
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Filing takeaways
Ways to act on Ufcw International Union-Industry Variable Annuity Pension Plan's numbers.
- By total assets, Ufcw International Union-Industry Variable Annuity Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
- Trustees of the Ufcw International Union - Industry Variable Annuity P's sponsor-wide assets have grown 72.7% since 2022 across 3 plan years on file. More Retail Trade plans