Defined Benefit (Pension) · DOL Form 5500 · 2022

U a Local Union Officers & Employees Pension Fund Pension Plan

Data updated 2026-08-11

$1.1B
Total assets
1,768
Participants
99th
Percentile by assets
$621,896
Avg per participant
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Official DOL plan name: United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan · Sponsored by U a Local Union Officers & Employees Pension Fund · Maryland · Finance & Insurance

$1.1B in assets, 1,768 participants

U a Local Union Officers & Employees Pension Fund's United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan reported $1.1B in total assets and 1,768 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 139,126 plans)
  • #9,077 in Finance & Insurance (9,261 peers)

Where United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan sits by assets

United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan sits among the largest 1% of all filed plans, $1.1B for 1,768 participants (~$621,896/participant), down 15.7% in 2022.

$1.1B
total plan assets (2022 EOY)
1,768
covered participants
99th
percentile by assets (of 139,126 plans)
$621,896
avg assets per participant

The plan reported a net loss of $204M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan vs the 2022 asset distribution

By assets, United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan outranks 99% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 11x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$1.3B
Net Assets (End of Year)$1.1B
Net Income-$204M
Employer EIN521178032
Plan Effective Date1966-12-28
Filing StatusFILING RECEIVED

Sponsor Plan History (U a Local Union Officers & Employees Pension Fund)

$1.05B$1.1B$1.15B$1.2B$1.25B$1.3B 202220232024 $1.1B $1.26B ▲ +14.5%
Total plan assets by year, all U a Local Union Officers & Employees Pension Fund plans on file
Year Plans Participants Total Assets
2022 1 1,768 $1.1B
2023 1 1,846 $1.2B
2024 1 2,018 $1.3B

Nearby Defined Benefit (Pension) Plans in Maryland

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

United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants

United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 05101520 Total assets ($B) Participants United Assn Full-Tim…Lockheed Martin Corp…National Automatic S…Major League Basebal…International Painte…Bert Bell/Pete Rozel…
United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan by total assets, not by location.

Frequently Asked Questions

How did United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan assets move in 2022?
United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan declined sharply - down 15.7% during 2022, from $1.3B to $1.1B. Reported net income was -$204M.
How have U a Local Union Officers & Employees Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), U a Local Union Officers & Employees Pension Fund's sponsor-wide assets grew 15.0%, from $1.1B to $1.3B.
Where does United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan rank by assets among Form 5500 filers?
United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Cchs Retirement Plan in OH ($1.1B, 14,345 participants).

Next read for United Assn Full-Time Sal Off & Emp of L…

Scale reading

Ways to act on United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan's numbers.

  • By total assets, United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan ranks among the largest 1% of all filed plans. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Maryland. Compare plans
  • U a Local Union Officers & Employees Pension Fund's sponsor-wide assets have grown 15.0% since 2022 across 3 plan years on file. More Finance & Insurance plans