Money Purchase · DOL Form 5500 · 2024
Board of Trustees Ufcw Local 2013 Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $35M
- Total assets
- 5,516
- Participants
- 79th
- Percentile by assets
- $6,307
- Avg per participant
Official DOL plan name: Ufcw Local 2013 Annuity Fund · Sponsored by Board of Trustees Ufcw Local 2013 Annuity Fund · New York · Food Services & Accommodation
$35M in assets, 5,516 participants
Board of Trustees Ufcw Local 2013 Annuity Fund's Ufcw Local 2013 Annuity Fund reported $35M in total assets and 5,516 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- 79th percentile by assets (of 123,622 plans)
- #3,475 in Food Services & Accommodation (3,672 peers)
Coverage in New York
Ufcw Local 2013 Annuity Fund covers 5,516 participants in New York, 6.9x the typical New York plan (state average ~798 per filing). Assets: $35M.
- $35M
- total plan assets (2024 EOY)
- 5,516
- covered participants
- 79th
- percentile by assets (of 123,622 plans)
- $6,307
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ufcw Local 2013 Annuity Fund reported participants rose from 4,734 in the plan year 2023 filing to 5,516 in the plan year 2024 filing.
- Ufcw Local 2013 Annuity Fund end-of-year assets rose from $31M in the plan year 2023 filing to $35M in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Ufcw Local 2013 Annuity Fund reports 5,516 participants - 6.9x that state average ($35M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $4M |
| Employer EIN | 112457157 |
| Plan Effective Date | 1981-01-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Ufcw Local 2013 Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,852 | $27M |
| 2023 | 1 | 4,734 | $31M |
| 2024 | 1 | 5,516 | $35M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Ufcw Local 2013 Annuity Fund vs. nearby Money Purchase plans in New York, assets vs. participants
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Ufcw Local 2013 Annuity Fund by total assets, not by location.
- Greylock Pension Plan (MA) $35M · 305
- Iron Workers Local 451 Annuity Fund (DE) $35M · 258
- Plumbers & Steamfitters Local 565 Pension Plan (WV) $35M · 632
- Ironworkers Local 380 Retirement and Severance Plan (IL) $36M · 1,118
Frequently Asked Questions
How did Ufcw Local 2013 Annuity Fund assets move in 2024? ▼
How have Board of Trustees Ufcw Local 2013 Annuity Fund plan assets changed over time? ▼
Where does Ufcw Local 2013 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Ufcw Local 2013 Annuity Fund? ▼
Next read for Ufcw Local 2013 Annuity Fund
Filing takeaways
Ways to act on Ufcw Local 2013 Annuity Fund's numbers.
- By total assets, Ufcw Local 2013 Annuity Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Board of Trustees Ufcw Local 2013 Annuity Fund's sponsor-wide assets have grown 28.9% since 2022 across 3 plan years on file. More Food Services & Accommodation plans