401(k) · DOL Form 5500 · 2022

New York State Public Employees Federation,AFL-CIO 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
104
Participants Small participant base
65th
Percentile by assets National rank
$95,343
Avg per participant Below avg balance/head
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Official DOL plan name: New York State Public Employees Federation, AFL-CIO-Union Plan · Sponsored by New York State Public Employees Federation,AFL-CIO · New York · Other Services

$10M in assets, 104 participants

New York State Public Employees Federation,AFL-CIO's New York State Public Employees Federation, AFL-CIO-Union Plan reported $10M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,690 in Other Services (8,398 peers)

Coverage in New York

New York State Public Employees Federation, AFL-CIO-Union Plan covers 104 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $10M.

#6,690
in Other Services (8,398 peers)
-26.8%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

New York State Public Employees Federation, AFL-CIO-Union Plan's mid-pack asset rank among Other Services and all filers

New York State Public Employees Federation, AFL-CIO-Union Plan vs every filed plan by assets

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

$9,915,635 Top 35% higher than 65% 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

New York State Public Employees Federation, AFL-CIO-Union Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New York State Public Employees Federation, AFL-CIO-Union Plan sits mid-pack in the medium band (104 participants).

Plan-year Form 5500 strip

Filing strip 132808635 · New York State Public Employees Federation,AFL-CIO PY 2022 · 401(k)

New York State Public Employees Federation, AFL-CIO-Union Plan · $10M · 104 · 65th

  • PCT $10M
  • EIN 104
  • RANK 65th
  • PHOTO 401(k)
  • IND near Cowlitz Indian Tribe 401(k) Plan
  • EOY ind #6690

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 Other Services retirement plans → · Plans in New York →

New York State Public Employees Federation, AFL-CIO-Union Plan in the asset neighbourhood

New York State Public Employees Federation, AFL-CIO-Union PlanNew York State Public Employ…$10MCowlitz Indian Tribe 401(k) PlanCowlitz Indian Tribe 401(k) …$10MThe Gmu Geotechnical, Inc. Retirement Savings PlansThe Gmu Geotechnical, Inc. R…$10MBurnham Holdings, Inc. Savings Plan BBurnham Holdings, Inc. Savin…$10MBrilliant Earth, LLC 401(k) Profit Sharing PlanBrilliant Earth, LLC 401(k) …$10M
End-of-year total assets ($M) among New York State Public Employees Federation, AFL-CIO-Union Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$10M
Net Income-$4M
Employer EIN132808635
Plan Effective Date2001-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New York State Public Employees Federation,AFL-CIO)

Sponsor-wide plan assets over time

All New York State Public Employees Federation,AFL-CIO plans reported in each filing year

Latest sponsor-wide plan assets
$24M 26.975312312154827% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $18.8M $23.9M ▲ +27.0%
Year Plans Participants Total Assets
2022 2 153 $19M
2023 2 150 $21M
2024 2 150 $24M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

New York State Public Employees Federation, AFL-CIO-Union Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants New York State Public Employees Federation, AFL-CIO-Union Plan, Total assets ($B): 0.009915635 · Participants: 104New York State Public Employees Federation, AFL-CIO-Union PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
New York State Public Employees Federation, AFL-CIO-Union Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare New York State Public Employees Federation, AFL-CIO-Union Plan side-by-side with 3 peers →

New York State Public Employees Federation, AFL-CIO-Union Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cowlitz Indian Tribe 401(k) Plan in WA ($10M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 New York State Public Employees Federation, AFL-CIO-Union Plan assets move in 2022? ▼
New York State Public Employees Federation, AFL-CIO-Union Plan declined sharply - down 26.8% during 2022, from $14M to $10M. Reported net income was -$4M.
How have New York State Public Employees Federation,AFL-CIO plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New York State Public Employees Federation,AFL-CIO's sponsor-wide assets grew 27.0%, from $19M to $24M.
Which 401(k) plans are similar in size to New York State Public Employees Federation, AFL-CIO-Union Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cowlitz Indian Tribe 401(k) Plan in WA ($10M, 284 participants).
Which 401(k) plans cover a similar participant headcount to New York State Public Employees Federation, AFL-CIO-Union Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First City Credit Union 401(k) Plan in CA (104 participants, N/A 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 132808635.

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.