Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Ufcw-Giant Excess Supplemental Benefit Fybd Pension Plan

Data updated 2026-08-25

$92K
Total assets Small plan by assets
5,081
Participants Above avg headcount
6th
Percentile by assets National rank
$18
Avg per participant Low balance/head
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Official DOL plan name: Ufcw- Giant Excess Supplemental Benefit Fund · Sponsored by Board of Trustees Ufcw-Giant Excess Supplemental Benefit Fybd · Maryland · Finance & Insurance

$92K in assets, 5,081 participants

Board of Trustees Ufcw-Giant Excess Supplemental Benefit Fybd's Ufcw- Giant Excess Supplemental Benefit Fund reported $92K in total assets and 5,081 participants in its 2024 DOL Form 5500 filing, ranking in the 6th 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.

  • #272 in Finance & Insurance (8,549 peers)

Coverage in Maryland

Ufcw- Giant Excess Supplemental Benefit Fund covers 5,081 participants in Maryland, 5.5x the typical Maryland plan (state average ~929 per filing). Assets: $92K.

#272
in Finance & Insurance (8,549 peers)
-46.9%
assets change YoY

Ufcw- Giant Excess Supplemental Benefit Fund among the smaller filed plans by assets

Ufcw- Giant Excess Supplemental Benefit Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$92,153 6th percentile higher than 6% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Ufcw- Giant Excess Supplemental Benefit 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- Giant Excess Supplemental Benefit Fund lands in the large band (5,081 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ufcw- Giant Excess Supplemental Benefit Fund reported net income rose from -$27K in the plan year 2023 filing to $12K in the plan year 2024 filing.
  • Ufcw- Giant Excess Supplemental Benefit Fund end-of-year assets fell from $173K in the plan year 2023 filing to $92K in the plan year 2024 filing.
  • Ufcw- Giant Excess Supplemental Benefit Fund reported participants fell from 5,492 in the plan year 2023 filing to 5,081 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 862133718 · Board of Trustees Ufcw-Giant Excess Supplemental Benefit Fybd PY 2024 · Defined Benefit (Pension)

Ufcw- Giant Excess Supplemental Benefit Fund · $92K · 5,081 · 6th

  • 5500 $92K
  • 5500 5,081
  • 5500 6th
  • 5500 Defined Benefit (Pension)
  • 5500 near Vnsc Cash Balance Pension Plan
  • 5500 ind #272

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 Finance & Insurance retirement plans → · Plans in Maryland →

Ufcw- Giant Excess Supplemental Benefit Fund in the asset neighbourhood

Catawba County United Way Profit Sharing PlanCatawba County United Way Pr…$97KUfcw- Giant Excess Supplemental Benefit FundUfcw- Giant Excess Supplemen…$92KVnsc Cash Balance Pension PlanVnsc Cash Balance Pension Pl…$90KRocky Mountain Gastroenterology Associates, PLLC Cash Balance PlanRocky Mountain Gastroenterol…$90KMilk & Ice Cream Industry Dairy Employees Union Pen. Pln.Milk & Ice Cream Industry Da…$95K
End-of-year total assets ($M) among Ufcw- Giant Excess Supplemental Benefit Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$173K
Net Assets (End of Year)$19K
Net Income$12K
Employer EIN862133718
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Ufcw-Giant Excess Supplemental Benefit Fybd)

Sponsor-wide plan assets over time

All Board of Trustees Ufcw-Giant Excess Supplemental Benefit Fybd plans reported in each filing year

Latest sponsor-wide plan assets
$92K 70.42396816226972% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.31M $0.09M ▼ -71.0%
Year Plans Participants Total Assets
2022 1 5,546 $312K
2023 1 5,492 $173K
2024 1 5,081 $92K

Nearby Defined Benefit (Pension) Plans in Maryland

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ufcw- Giant Excess Supplemental Benefit Fund vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -50510152025 Total assets ($B) Participants Ufcw- Giant Excess Supplemental Benefit Fund, Total assets ($B): 0.000092153 · Participants: 5081Ufcw- Giant Excess Supplemental Benefit FundNational Electrical Benefit Fund, Total assets ($B): 20.376060206 · Participants: 332362National Electrical Benefit FundLockheed Martin Corporation Salaried Employee Retirement Program, Total assets ($B): 18.271295253 · Participants: 18014Lockheed Martin Corporation Salaried Employee Retirement ProgramBakery & Confectionery Union & Industry International Pension Fund, Total assets ($B): 6.575836095 · Participants: 14954Bakery & Confectionery Union & Industry International Pension FundNational Automatic Sprinkler Industry Pension Fund, Total assets ($B): 4.765198925 · Participants: 15964National Automatic Sprinkler Industry Pension FundMajor League Baseball Players Pension Plan, Total assets ($B): 4.76226641 · Participants: 1091Major League Baseball Players Pension Plan
Ufcw- Giant Excess Supplemental Benefit Fund vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants
Compare Ufcw- Giant Excess Supplemental Benefit Fund side-by-side with 3 peers →

Ufcw- Giant Excess Supplemental Benefit Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Maryland, the nearest Defined Benefit (Pension) by assets is Vnsc Cash Balance Pension Plan in CA ($90K); by covered participants it is Retirement Plan of Norfolk Southern Corporation and Participating Subsidiary Companies in GA (5,090 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,081 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ufcw- Giant Excess Supplemental Benefit Fund assets move in 2024? ▼
Ufcw- Giant Excess Supplemental Benefit Fund contracted severely - down 46.9% during 2024, from $173K to $92K. Reported net income was $12K.
How have Board of Trustees Ufcw-Giant Excess Supplemental Benefit Fybd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Ufcw-Giant Excess Supplemental Benefit Fybd's sponsor-wide assets declined 70.4%, from $312K to $92K.
Where does Ufcw- Giant Excess Supplemental Benefit Fund rank by assets among Form 5500 filers? ▼
Ufcw- Giant Excess Supplemental Benefit Fund ranks in the 6th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Ufcw- Giant Excess Supplemental Benefit Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Vnsc Cash Balance Pension Plan in CA ($90K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw- Giant Excess Supplemental Benefit Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan of Norfolk Southern Corporation and Participating Subsidiary Companies in GA (5,090 participants, $2.5B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 862133718.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.