Money Purchase · DOL Form 5500 · 2024
Board of Trustees Ufcw Local 2013 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 5,516
- Participants Above avg headcount
- 79th
- Percentile by assets National rank
- $6,307
- Avg per participant Low balance/head
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.
- #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.
- #3,475
- in Food Services & Accommodation (3,672 peers)
- +12.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Ufcw Local 2013 Annuity Fund's outsized position by total assets
Ufcw Local 2013 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,790,875 Top 21% higher than 79% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Ufcw Local 2013 Annuity Fund's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ufcw Local 2013 Annuity Fund lands in the large band (5,516 participants).
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.
Form 5500 schedule snapshot
Filing strip 112457157 · Board of Trustees Ufcw Local 2013 Annuity Fund PY 2024 · Money Purchase
Ufcw Local 2013 Annuity Fund · $35M · 5,516 · 79th
- IND $35M
- EOY 5,516
- 5500 79th
- ASSETS Money Purchase
- PCT near Greylock Pension Plan
- EIN ind #3475
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 Food Services & Accommodation retirement plans → · Plans in New York →
Ufcw Local 2013 Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees Ufcw Local 2013 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 28.909487621943587% vs 2022
- 2024 filing year
| 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.
- 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
Ufcw Local 2013 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Greylock Pension Plan in MA ($35M); by covered participants it is Cement Masons Southern California Individual Retirement Account Defined Contribution Trust in CA (5,554 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,516 participants); asset peers above are excluded.
- Cement Masons Southern California Individual Retirement Account Defined Contribution Trust (CA) 5,554 · 38 off
- Billings Clinic Pension Plan (MT) 5,580 · 64 off
- Local 68 Engineers Union Annuity Plan (NJ) 5,385 · 131 off
- Samaritan Health Services Retirement Plan (OR) 5,342 · 174 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.