Defined Benefit (Pension) · DOL Form 5500 · 2023
Trustees of Ufcw Int'l Union-Albertsons Variable Annuity Pension Pension Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 4,961
- Participants Above avg headcount
- 85th
- Percentile by assets National rank
- $9,596
- Avg per participant Low balance/head
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.
- #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.
- #7,700
- in Retail Trade (8,414 peers)
- +36.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund's outsized position 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
Ufcw Int'l Union-Albertsons Variable Annuity 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 Int'l Union-Albertsons Variable Annuity Pension Fund lands in the large band (4,961 participants).
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.
Published 5500 schedule card
Filing strip 853326342 · Trustees of Ufcw Int'l Union-Albertsons Variable Annuity Pension PY 2023 · Defined Benefit (Pension)
Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund · $48M · 4,961 · 85th
- ASSETS $48M
- PCT 4,961
- EIN 85th
- RANK Defined Benefit (Pension)
- PHOTO near Warburg Pincus LLC Cash Balance Retirement Plan
- IND ind #7700
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 Int'l Union-Albertsons Variable Annuity Pension Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Trustees of Ufcw Int'l Union-Albertsons Variable Annuity Pension plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 74.21197865087028% vs 2022
- 2024 filing year
| 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.
- 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
Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Warburg Pincus LLC Cash Balance Retirement Plan in NY ($48M); by covered participants it is United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan in GA (4,960 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (4,961 participants); asset peers above are excluded.
- United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan (GA) 4,960 · 1 off
- Wa State Plumbing and Pipefitting Industry Pension Plan (WA) 4,943 · 18 off
- Albert Einstein Medical Center Employees Retirement Plan (PA) 5,019 · 58 off
- Memorial Sloan Kettering Cancer Center Pension Plan (NY) 4,900 · 61 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.