Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund Pension Plan
Data updated 2026-08-25
- $80M
- Total assets Below avg plan size
- 2,570
- Participants Above avg headcount
- 89th
- Percentile by assets National rank
- $31,070
- Avg per participant Low balance/head
Official DOL plan name: Ufcw Local 23 & Giant Eagle Pension Fund · Sponsored by Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund · Pennsylvania · Retail Trade
$80M in assets, 2,570 participants
Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund's Ufcw Local 23 & Giant Eagle Pension Fund reported $80M in total assets and 2,570 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #7,539 in Retail Trade (8,048 peers)
Coverage in Pennsylvania
Ufcw Local 23 & Giant Eagle Pension Fund covers 2,570 participants in Pennsylvania, 3.1x the typical Pennsylvania plan (state average ~822 per filing). Assets: $80M.
- #7,539
- in Retail Trade (8,048 peers)
- +8.6%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Ufcw Local 23 & Giant Eagle Pension Fund's outsized position by total assets
Ufcw Local 23 & Giant Eagle Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$79,850,165 Top 11% higher than 89% 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 23 & Giant Eagle Pension 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 23 & Giant Eagle Pension Fund lands in the large band (2,570 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ufcw Local 23 & Giant Eagle Pension Fund reported net income rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Ufcw Local 23 & Giant Eagle Pension Fund end-of-year assets rose from $74M in the plan year 2023 filing to $80M in the plan year 2024 filing.
- Ufcw Local 23 & Giant Eagle Pension Fund reported participants fell from 2,763 in the plan year 2023 filing to 2,570 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 256107185 · Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund PY 2024 · Defined Benefit (Pension)
Ufcw Local 23 & Giant Eagle Pension Fund · $80M · 2,570 · 89th
- NET $80M
- NET 2,570
- NET 89th
- NET Defined Benefit (Pension)
- NET near Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund
- NET ind #7539
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 Pennsylvania →
Ufcw Local 23 & Giant Eagle Pension Fund in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $74M |
|---|---|
| Net Assets (End of Year) | $80M |
| Net Income | $6M |
| Employer EIN | 256107185 |
| Plan Effective Date | 1957-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees Ufcw Local 23 & Giant Eagle Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $80M 14.032148888063176% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,878 | $70M |
| 2023 | 1 | 2,763 | $74M |
| 2024 | 1 | 2,570 | $80M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $12.2B · 28,308
- Steelworkers Pension Trust $7.2B · 46,110
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
Ufcw Local 23 & Giant Eagle Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund in OH ($80M); by covered participants it is Federated Mutual Retirement Plan in MN (2,571 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($80M here).
- Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund (OH) $80M · 327
- Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP Retirement Plan for Partners (CA) $80M · 128
- Plumbers & Steamfitters Pension Fund Local Union 373 (NY) $80M · 233
- Anywhere Real Estate Group LLC Pension Plan (NJ) $80M · 75
Similar participant headcount
Nearest other-state filings by covered participants (2,570 participants); asset peers above are excluded.
- Federated Mutual Retirement Plan (MN) 2,571 · 1 off
- Yum Brands Retirement Plan (KY) 2,572 · 2 off
- Chanel, Inc. Pension Plan (NY) 2,566 · 4 off
- Carmax, Inc. Pension Plan (VA) 2,563 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.