Other
2023 plan-year Other DOL Form 5500

UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEES OF UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION

This Other plan holds $48M in total assets and serves 4,961 participants as of 2023. It is sponsored by TRUSTEES OF UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION in Illinois. The plan reported positive net income of $13M for the year.

Total Assets (2023)
$48M
Participants
4,961
State
Industry
Retail Trade

What the Filing Says About UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION FUND

UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION FUND is a Other retirement plan sponsored by TRUSTEES OF UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION, headquartered in Illinois. As of the 2023 Form 5500 filing, the plan reports $48M in total end-of-year assets and covers 4,961 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 853326342, and the plan has been effective since 2020-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $35M at the beginning of 2023 to $48M at year-end — a gain of 36.3%. Net assets (after liabilities) closed the year at $47M, with reported net income of $13M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$35M
Total Assets (End of Year)$48M
Net Assets (End of Year)$47M
Net Income$13M
Plan TypeOther
Employer EIN853326342
Plan Effective Date2020-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES OF UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION)

Year Plans Participants Total Assets
2022 1 4,868 $35M
2023 1 4,961 $48M

Nearby Other Plans in Illinois

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION FUND?
As of the 2023 Form 5500 filing, UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION FUND holds $48M in total assets with 4,961 participants. It is sponsored by TRUSTEES OF UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION.
What type of plan is UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION FUND?
UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION FUND is a Other plan. It has been effective since 2020-07-01. The plan is filed with the U.S. Department of Labor under EIN 853326342.
Who sponsors the UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION FUND?
UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION FUND is sponsored by TRUSTEES OF UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION, located in Illinois. The sponsor's EIN is 853326342 and the plan operates in the Retail Trade industry.
How did UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION FUND perform in 2023?
UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION FUND grew by 36.3% during 2023, moving from $35M to $48M in total assets. Net income was $13M.
Where can I find official filings for UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION FUND?
Official Form 5500 filings for UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 853326342 or plan name at efast.dol.gov.
How does UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION FUND compare to other plans?
You can compare UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSION FUND against other Other plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 853326342.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.