401(k)
2022 plan-year 401(k) DOL Form 5500

The Western Union Company Incentive Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by The Western Union Company · Colorado · Professional & Technical Services

What the 2023 filing shows

The Western Union Company Incentive Savings Plan holds $400M for 1,726 participants — about $231,819 per participant, down 20.0% over the 2022 plan year.

$400M
total plan assets (2022 EOY)
1,726
covered participants
$231,819
avg assets per participant
-20.0%
assets change YoY

The plan reported a net loss of $101M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$400M
Participants
1,726
State
Industry
Professional & Technical Services

What the Filing Says About The Western Union Company Incentive Savings Plan

The Western Union Company Incentive Savings Plan is a 401(k) retirement plan sponsored by The Western Union Company, headquartered in Colorado. As of the 2022 Form 5500 filing, the plan reports $400M in total end-of-year assets and covers 1,726 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 204531180, and the plan has been effective since 2006-09-29. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $500M at the beginning of 2022 to $400M at year-end — a decline of 20.0%. Net assets (after liabilities) closed the year at $400M, with reported net income of $-101,312,382 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$500M
Total Assets (End of Year)$400M
Net Assets (End of Year)$400M
Net Income$-101,312,382
Plan Type401(k)
Employer EIN204531180
Plan Effective Date2006-09-29
Filing StatusFILING RECEIVED

Sponsor Plan History (The Western Union Company)

Year Plans Participants Total Assets
2022 2 1,726 $400M
2023 1 1,318 $428M
2024 1 1,407 $447M

Nearby 401(k) Plans in Colorado

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Frequently Asked Questions

How much money is in the The Western Union Company Incentive Savings Plan?
As of the 2022 Form 5500 filing, The Western Union Company Incentive Savings Plan holds $400M in total assets with 1,726 participants. It is sponsored by The Western Union Company.
What type of plan is The Western Union Company Incentive Savings Plan?
The Western Union Company Incentive Savings Plan is a 401(k) plan. It has been effective since 2006-09-29. The plan is filed with the U.S. Department of Labor under EIN 204531180.
Who sponsors the The Western Union Company Incentive Savings Plan?
The Western Union Company Incentive Savings Plan is sponsored by The Western Union Company, located in Colorado. The sponsor's EIN is 204531180 and the plan operates in the Professional & Technical Services industry.
How did The Western Union Company Incentive Savings Plan perform in 2022?
The Western Union Company Incentive Savings Plan declined by 20.0% during 2022, moving from $500M to $400M in total assets. Net income was $-101,312,382.
Where can I find official filings for The Western Union Company Incentive Savings Plan?
Official Form 5500 filings for The Western Union Company Incentive Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 204531180 or plan name at efast.dol.gov.
How does The Western Union Company Incentive Savings Plan compare to other plans?
You can compare The Western Union Company Incentive Savings Plan against other 401(k) plans on the plan type page, or view plans in Colorado on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 204531180.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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