Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of the Ufcw International Union - Industry Variable Annuity P Pension Plan

Data updated 2026-08-25

$228M
Total assets Near avg plan size
42,512
Participants Very large workforce
95th
Percentile by assets National rank
$5,364
Avg per participant Low balance/head
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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.

  • #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.

#8,187
in Retail Trade (8,414 peers)
+31.2%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Ufcw International Union-Industry Variable Annuity Pension Plan's outsized position by total assets

Ufcw International Union-Industry Variable Annuity Pension Plan vs every filed plan by assets

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

$228,038,887 Top 5% higher than 95% 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 International Union-Industry Variable Annuity Pension Plan's mega-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 International Union-Industry Variable Annuity Pension Plan is a mega filing (42,512 participants), the rightmost band on the breakdown.

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 853177950 · Trustees of the Ufcw International Union - Industry Variable Annuity P PY 2023 · Defined Benefit (Pension)

Ufcw International Union-Industry Variable Annuity Pension Plan · $228M · 42,512 · 95th

  • EBSA $228M
  • EBSA 42,512
  • EBSA 95th
  • EBSA Defined Benefit (Pension)
  • EBSA near I.a.T.S.E. Local No. 33 Pension Trust Fund
  • EBSA ind #8187

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 Illinois →

Ufcw International Union-Industry Variable Annuity Pension Plan in the asset neighbourhood

Tri-State Carpenters and Joiners Pension Trust FundTri-State Carpenters and Joi…$228MI.a.T.S.E. Local No. 33 Pension Trust FundI.a.T.S.E. Local No. 33 Pens…$228MUfcw International Union-Industry Variable Annuity Pension PlanUfcw International Union-Ind…$228MLocal 697 I.B.E.W. and Electrical Industry Pension PlanLocal 697 I.B.E.W. and Elect…$228MI.B.E.W. Pacific Coast Pension FundI.B.E.W. Pacific Coast Pensi…$228M
End-of-year total assets ($M) among Ufcw International Union-Industry Variable Annuity Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$174M
Net Assets (End of Year)$228M
Net Income$54M
Employer EIN853177950
Plan Effective Date2020-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Ufcw International Union - Industry Variable Annuity P)

Sponsor-wide plan assets over time

All Trustees of the Ufcw International Union - Industry Variable Annuity P plans reported in each filing year

Latest sponsor-wide plan assets
$300M 72.73505081232602% vs 2022
2024 filing year
$150M$200M$250M$300M$350M 202220232024 $174M $300M ▲ +72.7%
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 Scatter plot of 6 data points. 100002000030000400005000060000 -200204060 Total assets ($B) Participants Ufcw International Union-Industry Variable Annuity Pension Plan, Total assets ($B): 0.228038887 · Participants: 42512Ufcw International Union-Industry Variable Annuity Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Ufcw International Union-Industry Variable Annuity Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Ufcw International Union-Industry Variable Annuity Pension Plan side-by-side with 3 peers →

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's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is I.a.T.S.E. Local No. 33 Pension Trust Fund in CA ($228M); by covered participants it is The Adjustable Plan of the Unite Here Retirement in NY (42,309 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42,512 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 International Union-Industry Variable Annuity Pension Plan assets move in 2023? ▼
Ufcw International Union-Industry Variable Annuity Pension Plan surged - up 31.2% during 2023, from $174M to $228M. Reported net income was $54M.
How have Trustees of the Ufcw International Union - Industry Variable Annuity P plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the Ufcw International Union - Industry Variable Annuity P's sponsor-wide assets grew 72.7%, from $174M to $300M.
Where does Ufcw International Union-Industry Variable Annuity Pension Plan rank by assets among Form 5500 filers? ▼
Ufcw International Union-Industry Variable Annuity Pension Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ufcw International Union-Industry Variable Annuity Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is I.a.T.S.E. Local No. 33 Pension Trust Fund in CA ($228M, 1,134 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw International Union-Industry Variable Annuity Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Adjustable Plan of the Unite Here Retirement in NY (42,309 participants, $349M 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 853177950.

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.