Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of the Ufcw International Union - Industry Variable Annuity P Pension Plan
Data updated 2026-08-25
- $300M
- Total assets Above avg plan size
- 41,671
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $7,205
- Avg per participant Low balance/head
Official DOL plan name: Ufcw International Union-Industry Variable Annuity Pension Plan · Sponsored by Trustees of the Ufcw International Union - Industry Variable Annuity P · Illinois · Retail Trade
$300M in assets, 41,671 participants
Trustees of the Ufcw International Union - Industry Variable Annuity P's Ufcw International Union-Industry Variable Annuity Pension Plan reported $300M in total assets and 41,671 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #7,844 in Retail Trade (8,048 peers)
Coverage in Illinois
Ufcw International Union-Industry Variable Annuity Pension Plan covers 41,671 participants in Illinois, 53x the typical Illinois plan (state average ~779 per filing). Assets: $300M.
- #7,844
- in Retail Trade (8,048 peers)
- +31.7%
- assets growth YoY
- 3.0×
- vs typical plan assets (national mean)
Ufcw International Union-Industry Variable Annuity Pension Plan's outsized position by total assets
Ufcw International Union-Industry Variable Annuity Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$300,234,858 Top 4% higher than 96% 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 International Union-Industry Variable Annuity Pension Plan's mega-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 International Union-Industry Variable Annuity Pension Plan is a mega filing (41,671 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ufcw International Union-Industry Variable Annuity Pension Plan reported net income rose from $54M in the plan year 2023 filing to $72M in the plan year 2024 filing.
- Ufcw International Union-Industry Variable Annuity Pension Plan end-of-year assets rose from $228M in the plan year 2023 filing to $300M in the plan year 2024 filing.
- Ufcw International Union-Industry Variable Annuity Pension Plan reported participants fell from 42,512 in the plan year 2023 filing to 41,671 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 853177950 · Trustees of the Ufcw International Union - Industry Variable Annuity P PY 2024 · Defined Benefit (Pension)
Ufcw International Union-Industry Variable Annuity Pension Plan · $300M · 41,671 · 96th
- PCT $300M
- EIN 41,671
- RANK 96th
- PHOTO Defined Benefit (Pension)
- IND near Massachusetts Service Employees' Pension Fund
- EOY ind #7844
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 International Union-Industry Variable Annuity Pension Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $228M |
|---|---|
| Net Assets (End of Year) | $300M |
| Net Income | $72M |
| Employer EIN | 853177950 |
| Plan Effective Date | 2020-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Ufcw International Union - Industry Variable Annuity P)
Sponsor-wide plan assets over time
All Trustees of the Ufcw International Union - Industry Variable Annuity P plans reported in each filing year
- Latest sponsor-wide plan assets
- $300M 72.73505081232602% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43,875 | $174M |
| 2023 | 1 | 42,512 | $228M |
| 2024 | 1 | 41,671 | $300M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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 International Union-Industry Variable Annuity Pension Plan
Ufcw International Union-Industry Variable Annuity Pension Plan reports $300M in end-of-year assets across 41,671 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.044% of 93,925,755 covered participants) - about $7,205 per participant (5% of the national average assets-per-participant) . Net income for plan year 2024 was $72M.
This plan identity (EIN 853177950, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $174M to $300M (+72.7%) while covered participants moved from 43,875 to 41,671 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 43,875 | $174M | Open filing |
| 2023 | 42,512 | $228M | Open filing |
| 2024 · index core | 41,671 | $300M | This page |
Ufcw International Union-Industry Variable Annuity Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Massachusetts Service Employees' Pension Fund in NY ($300M); by covered participants it is Target Corporation Pension Plan in MN (41,726 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($300M here).
- Massachusetts Service Employees' Pension Fund (NY) $300M · 12,813
- The United Illuminating Company Pension Plan (CT) $301M · 153
- Volvo Group North America New River Valley Pension Plan (NC) $300M · 1,209
- Inlandboatmen's Union of the Pacific National Pension Plan (OR) $300M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (41,671 participants); asset peers above are excluded.
- Target Corporation Pension Plan (MN) 41,726 · 55 off
- The Adjustable Plan of the Unite Here Retirement (NY) 41,173 · 498 off
- Kaiser Permanente Employees Pension Plan (CA) 40,879 · 792 off
- Ufcw No. California Employers Joint Pension Plan (CA) 43,053 · 1,382 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.