Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees of Ufcw Int'l Union-Albertsons Variable Annuity Pension Pension Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
5,138
Participants Above avg headcount
86th
Percentile by assets National rank
$11,838
Avg per participant Low balance/head
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Official DOL plan name: Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund · Sponsored by Trustees of Ufcw Int'l Union-Albertsons Variable Annuity Pension · Illinois · Retail Trade

$61M in assets, 5,138 participants

Trustees of Ufcw Int'l Union-Albertsons Variable Annuity Pension's Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund reported $61M in total assets and 5,138 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,423 in Retail Trade (8,048 peers)

Coverage in Illinois

Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund covers 5,138 participants in Illinois, 6.6x the typical Illinois plan (state average ~779 per filing). Assets: $61M.

#7,423
in Retail Trade (8,048 peers)
+27.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund's outsized position by total assets

Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund vs every filed plan by assets

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

$60,823,757 Top 14% higher than 86% 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 Int'l Union-Albertsons 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 Int'l Union-Albertsons Variable Annuity Pension Fund lands in the large band (5,138 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund end-of-year assets rose from $48M in the plan year 2023 filing to $61M in the plan year 2024 filing.
  • Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund reported net income rose from $13M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund reported participants rose from 4,961 in the plan year 2023 filing to 5,138 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 853326342 · Trustees of Ufcw Int'l Union-Albertsons Variable Annuity Pension PY 2024 · Defined Benefit (Pension)

Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund · $61M · 5,138 · 86th

  • 5500 $61M
  • ASSETS 5,138
  • PCT 86th
  • EIN Defined Benefit (Pension)
  • RANK near The Tenacre Foundation Pension Plan
  • PHOTO ind #7423

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 Illinois →

Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund in the asset neighbourhood

The Tenacre Foundation Pension PlanThe Tenacre Foundation Pensi…$61MUfcw Int'l Union-Albertsons Variable Annuity Pension FundUfcw Int'l Union-Albertsons …$61MBrandenburg Telephone Company Retirement PlanBrandenburg Telephone Compan…$61MPerini Corporation Pension PlanPerini Corporation Pension P…$61MSt. Peter's Health Cashplus Retirement PlanSt. Peter's Health Cashplus …$61M
End-of-year total assets ($M) among Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$61M
Net Income$13M
Employer EIN853326342
Plan Effective Date2020-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Ufcw Int'l Union-Albertsons Variable Annuity Pension)

Sponsor-wide plan assets over time

All Trustees of Ufcw Int'l Union-Albertsons Variable Annuity Pension plans reported in each filing year

Latest sponsor-wide plan assets
$61M 74.21197865087028% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $34.9M $60.8M ▲ +74.2%
Year Plans Participants Total Assets
2022 1 4,868 $35M
2023 1 4,961 $48M
2024 1 5,138 $61M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 -200204060 Total assets ($B) Participants Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund, Total assets ($B): 0.060823757 · Participants: 5138Ufcw Int'l Union-Albertsons Variable Annuity Pension FundCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 48.22071058 · Participants: 36799Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 37.736369487 · Participants: 41619State Farm Insurance Companies Retirement Plan for United States EmployeesGE Healthcare Pension Plan, Total assets ($B): 13.74052931 · Participants: 5554GE Healthcare Pension PlanAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 8.591907247 · Participants: 17875Abbott Laboratories Annuity Retirement PlanUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 8.17675965 · Participants: 20984United Food & Commercial Workers Intl Union - Industry Pension Fund
Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund side-by-side with 3 peers →

Scale composition for Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund

Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund reports $61M in end-of-year assets across 5,138 participants (0.000% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $11,838 per participant (9% of the national average assets-per-participant) . Net income for plan year 2024 was $13M.

This plan identity (EIN 853326342, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $35M to $61M (+74.2%) while covered participants moved from 4,868 to 5,138 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 4,868 $35M Open filing
2023 4,961 $48M Open filing
2024 · index core 5,138 $61M This page

Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is The Tenacre Foundation Pension Plan in NJ ($61M); by covered participants it is Southwire Company Hourly Pension Plan in GA (5,144 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,138 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 Int'l Union-Albertsons Variable Annuity Pension Fund assets move in 2024? ▼
Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund grew sharply - up 27.8% during 2024, from $48M to $61M. Reported net income was $13M.
How have Trustees of Ufcw Int'l Union-Albertsons Variable Annuity Pension plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Ufcw Int'l Union-Albertsons Variable Annuity Pension's sponsor-wide assets grew 74.2%, from $35M to $61M.
Where does Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund rank by assets among Form 5500 filers? ▼
Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Tenacre Foundation Pension Plan in NJ ($61M, 131 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Southwire Company Hourly Pension Plan in GA (5,144 participants, $145M 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 853326342.

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.