Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of Ufcw Int'l Union-Albertsons Variable Annuity Pension Pension Plan
Data updated 2026-08-11
- $61M
- Total assets
- 5,138
- Participants
- 86th
- Percentile by assets
- $11,838
- Avg per participant
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.
- 86th percentile by assets (of 123,622 plans)
- #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.
- $61M
- total plan assets (2024 EOY)
- 5,138
- covered participants
- 86th
- percentile by assets (of 123,622 plans)
- $11,838
- avg assets per participant
Where Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund reports 5,138 participants - 6.6x that state average ($61M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | $13M |
| Employer EIN | 853326342 |
| Plan Effective Date | 2020-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Ufcw Int'l Union-Albertsons Variable Annuity Pension)
| 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
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
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 |
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund by total assets, not by location.
- The Tenacre Foundation Pension Plan (NJ) $61M · 131
- Brandenburg Telephone Company Retirement Plan (KY) $61M · 86
- Perini Corporation Pension Plan (CA) $61M · 39
- St. Peter's Health Cashplus Retirement Plan (MT) $61M · 206
Frequently Asked Questions
How did Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund assets move in 2024? ▼
How have Trustees of Ufcw Int'l Union-Albertsons Variable Annuity Pension plan assets changed over time? ▼
Where does Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund? ▼
Next read for Ufcw Int'l Union-Albertsons Variable Ann…
Filing takeaways
Ways to act on Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund's numbers.
- By total assets, Ufcw Int'l Union-Albertsons Variable Annuity Pension Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
- Trustees of Ufcw Int'l Union-Albertsons Variable Annuity Pension's sponsor-wide assets have grown 74.2% since 2022 across 3 plan years on file. More Retail Trade plans