Defined Benefit (Pension) · DOL Form 5500 · 2023
Trustees of Ufcw Int'l Union-Albertsons Variable Annuity Pension Pension Plan
Data updated 2026-08-11
- $48M
- Total assets
- 4,961
- Participants
- 85th
- Percentile by assets
- $9,596
- Avg per participant
Official DOL plan name: Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund · Sponsored by Trustees of Ufcw Int'l Union-Albertsons Variable Annuity Pension · Illinois · Retail Trade
$48M in assets, 4,961 participants
Trustees of Ufcw Int'l Union-Albertsons Variable Annuity Pension's Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund reported $48M in total assets and 4,961 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 127,072 plans)
- #7,700 in Retail Trade (8,414 peers)
Coverage in Illinois
Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund covers 4,961 participants in Illinois, 6.4x the typical Illinois plan (state average ~779 per filing). Assets: $48M.
- $48M
- total plan assets (2023 EOY)
- 4,961
- covered participants
- 85th
- percentile by assets (of 127,072 plans)
- $9,596
- avg assets per participant
Where Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund sits by total assets
Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$47,603,796 Top 15% higher than 85% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund end-of-year assets rose from $35M in the plan year 2022 filing to $48M in the plan year 2023 filing.
- Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund reported net income rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund reported participants rose from 4,868 in the plan year 2022 filing to 4,961 in the plan year 2023 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund reports 4,961 participants - 6.4x that state average ($48M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $13M |
| Employer EIN | 853326342 |
| Plan Effective Date | 2020-07-01 |
| Filing Status | FILING 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 |
| 2024 | 1 | 5,138 | $61M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund by total assets, not by location.
- Warburg Pincus LLC Cash Balance Retirement Plan (NY) $48M · 106
- Major League Baseball Pension Plan for Non-Uniformed Personnel (PA) $48M · 126
- Plumbers and Pipefitters Local Union No. 803 Pension Fund (FL) $48M · 372
- Retirement Plan for Employees of U.S. Epperson Underwriting Company (NY) $48M · N/A
Frequently Asked Questions
How did Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund assets move in 2023? ▼
How have Trustees of Ufcw Int'l Union-Albertsons Variable Annuity Pension plan assets changed over time? ▼
Where does Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund? ▼
Next read for Ufcw Int'l Union-Albertsons Variable Ann…
Filing takeaways
Ways to act on Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund's numbers.
- By total assets, Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund ranks in the top quartile 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 Ufcw Int'l Union-Albertsons Variable Annuity Pension's sponsor-wide assets have grown 74.2% since 2022 across 3 plan years on file. More Retail Trade plans