Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees - Ufcw and Safeway Variable Annuity Pension Fund Pension Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 5,208
- Participants Above avg headcount
- 78th
- Percentile by assets National rank
- $5,986
- Avg per participant Low balance/head
Official DOL plan name: Ufcw and Safeway Variable Annuity Pension Fund · Sponsored by Board of Trustees - Ufcw and Safeway Variable Annuity Pension Fund · Maryland · Retail Trade
$31M in assets, 5,208 participants
Board of Trustees - Ufcw and Safeway Variable Annuity Pension Fund's Ufcw and Safeway Variable Annuity Pension Fund reported $31M in total assets and 5,208 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #6,972 in Retail Trade (8,048 peers)
Coverage in Maryland
Ufcw and Safeway Variable Annuity Pension Fund covers 5,208 participants in Maryland, 5.6x the typical Maryland plan (state average ~929 per filing). Assets: $31M.
- #6,972
- in Retail Trade (8,048 peers)
- +29.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Ufcw and Safeway Variable Annuity Pension Fund's outsized position by total assets
Ufcw and Safeway Variable Annuity Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,172,797 Top 22% higher than 78% 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 and Safeway Variable Annuity 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 and Safeway Variable Annuity Pension Fund lands in the large band (5,208 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ufcw and Safeway Variable Annuity Pension Fund end-of-year assets rose from $24M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Ufcw and Safeway Variable Annuity Pension Fund reported participants fell from 5,337 in the plan year 2023 filing to 5,208 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 862084988 · Board of Trustees - Ufcw and Safeway Variable Annuity Pension Fund PY 2024 · Defined Benefit (Pension)
Ufcw and Safeway Variable Annuity Pension Fund · $31M · 5,208 · 78th
- 5500 $31M
- 5500 5,208
- 5500 78th
- 5500 Defined Benefit (Pension)
- 5500 near Ohio Local No 1 Operative Plasterers and Cement Masons Pension Fund
- 5500 ind #6972
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 Maryland →
Ufcw and Safeway Variable Annuity Pension Fund in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $7M |
| Employer EIN | 862084988 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Ufcw and Safeway Variable Annuity Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees - Ufcw and Safeway Variable Annuity Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 81.61545884870908% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,441 | $17M |
| 2023 | 1 | 5,337 | $24M |
| 2024 | 1 | 5,208 | $31M |
Nearby Defined Benefit (Pension) Plans in Maryland
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Electrical Benefit Fund $20.4B · 332,362
- Lockheed Martin Corporation Salaried Employee Retirement Program $18.3B · 18,014
- Bakery & Confectionery Union & Industry International Pension Fund $6.6B · 14,954
- National Automatic Sprinkler Industry Pension Fund $4.8B · 15,964
- Major League Baseball Players Pension Plan $4.8B · 1,091
Ufcw and Safeway Variable Annuity Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Maryland, the nearest Defined Benefit (Pension) by assets is Ohio Local No 1 Operative Plasterers and Cement Masons Pension Fund in OH ($31M); by covered participants it is John Hancock Pension Plan in MA (5,193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (5,208 participants); asset peers above are excluded.
- John Hancock Pension Plan (MA) 5,193 · 15 off
- John Muir Health Retirement Plan (CA) 5,189 · 19 off
- Cadence Retirement Plan and Trust Agreement (MS) 5,242 · 34 off
- Iuoe Stationary Engineers Local 39 Pension Plan (CA) 5,166 · 42 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.