Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees Union Mutual Fund Pension Plan Pension Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
1,253
Participants Near avg headcount
89th
Percentile by assets National rank
$46,143
Avg per participant Low balance/head
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Official DOL plan name: Union Mutual Fund Pension Plan · Sponsored by Board of Trustees Union Mutual Fund Pension Plan · New York · Retail Trade

$58M in assets, 1,253 participants

Board of Trustees Union Mutual Fund Pension Plan's Union Mutual Fund Pension Plan reported $58M in total assets and 1,253 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #8,966 in Retail Trade (9,519 peers)

Where Union Mutual Fund Pension Plan sits by assets

Union Mutual Fund Pension Plan sits in the top quartile of all filed plans by assets, $58M for 1,253 participants (~$46,143/participant), down 12.8% in 2022.

#8,966
in Retail Trade (9,519 peers)
-12.8%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Union Mutual Fund Pension Plan's outsized position by total assets

Union Mutual Fund Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$57,817,656 Top 11% higher than 89% of 139,123 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 2022

Union Mutual Fund Pension Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union Mutual Fund Pension Plan lands in the large band (1,253 participants).

Published 5500 schedule card

Filing strip 226073058 · Board of Trustees Union Mutual Fund Pension Plan PY 2022 · Defined Benefit (Pension)

Union Mutual Fund Pension Plan · $58M · 1,253 · 89th

  • RANK $58M
  • PHOTO 1,253
  • IND 89th
  • EOY Defined Benefit (Pension)
  • 5500 near Retirement Plan for Salaried Employees of the Hillman Company
  • ASSETS ind #8966

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 New York →

Union Mutual Fund Pension Plan in the asset neighbourhood

Heat and Frost Insulators Pension PlanHeat and Frost Insulators Pe…$58MRetirement Plan for Salaried Employees of the Hillman CompanyRetirement Plan for Salaried…$58MUnion Mutual Fund Pension PlanUnion Mutual Fund Pension Pl…$58MI.B.E.W. Local 490 Pension FundI.B.E.W. Local 490 Pension F…$58MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$58M
End-of-year total assets ($M) among Union Mutual Fund Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$58M
Net Income-$9M
Employer EIN226073058
Plan Effective Date1955-11-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Union Mutual Fund Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees Union Mutual Fund Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$64M 11.287411928287096% vs 2022
2024 filing year
$56M$58M$60M$62M$64M$66M 202220232024 $57.8M $64.3M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 1,253 $58M
2023 1 1,454 $61M
2024 1 1,121 $64M

Nearby Defined Benefit (Pension) Plans in New York

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

Union Mutual Fund Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -100102030 Total assets ($B) Participants Union Mutual Fund Pension Plan, Total assets ($B): 0.057817656 · Participants: 1253Union Mutual Fund Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Union Mutual Fund Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Union Mutual Fund Pension Plan side-by-side with 3 peers →

Union Mutual Fund Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Salaried Employees of the Hillman Company in PA ($58M); by covered participants it is Bunge U.S. Pension Plan in MO (1,255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,253 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Union Mutual Fund Pension Plan assets move in 2022? ▼
Union Mutual Fund Pension Plan pulled back noticeably - down 12.8% during 2022, from $66M to $58M. Reported net income was -$9M.
How have Board of Trustees Union Mutual Fund Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Union Mutual Fund Pension Plan's sponsor-wide assets grew 11.3%, from $58M to $64M.
Where does Union Mutual Fund Pension Plan rank by assets among Form 5500 filers? ▼
Union Mutual Fund Pension Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Union Mutual Fund Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Salaried Employees of the Hillman Company in PA ($58M, 42 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Union Mutual Fund Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bunge U.S. Pension Plan in MO (1,255 participants, $475M in assets).

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 226073058.

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.