401(k) · DOL Form 5500 · 2022
United Federation of Teachers and the Uft Welfare Fund 401(k) Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 214
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $151,138
- Avg per participant Above avg balance/head
Official DOL plan name: United Federation of Teachers and Uft Welfare Deferred Compensation Plan · Sponsored by United Federation of Teachers and the Uft Welfare Fund · New York · Educational Services
$32M in assets, 214 participants
United Federation of Teachers and the Uft Welfare Fund's United Federation of Teachers and Uft Welfare Deferred Compensation Plan reported $32M in total assets and 214 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- #2,823 in Educational Services (4,024 peers)
Coverage in New York
United Federation of Teachers and Uft Welfare Deferred Compensation Plan covers 214 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $32M.
- #2,823
- in Educational Services (4,024 peers)
- -14.9%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
United Federation of Teachers and Uft Welfare Deferred Compensation Plan's outsized position by total assets
United Federation of Teachers and Uft Welfare Deferred Compensation Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$32,343,629 Top 16% higher than 84% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
United Federation of Teachers and Uft Welfare Deferred Compensation 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. United Federation of Teachers and Uft Welfare Deferred Compensation Plan sits mid-pack in the medium band (214 participants).
Plan-year Form 5500 strip
Filing strip 133545716 · United Federation of Teachers and the Uft Welfare Fund PY 2022 · 401(k)
United Federation of Teachers and Uft Welfare Deferred Compensation Plan · $32M · 214 · 84th
- 5500 $32M
- ASSETS 214
- PCT 84th
- EIN 401(k)
- RANK near Tmc 401(k) Retirement Savings Plan
- PHOTO ind #2823
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 Educational Services retirement plans → · Plans in New York →
United Federation of Teachers and Uft Welfare Deferred Compensation Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | -$6M |
| Employer EIN | 133545716 |
| Plan Effective Date | 1985-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Federation of Teachers and the Uft Welfare Fund)
Sponsor-wide plan assets over time
All United Federation of Teachers and the Uft Welfare Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $99M 23.063612980708164% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 639 | $80M |
| 2023 | 2 | 621 | $92M |
| 2024 | 2 | 699 | $99M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
United Federation of Teachers and Uft Welfare Deferred Compensation Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Tmc 401(k) Retirement Savings Plan in FL ($32M); by covered participants it is Phoenix Processor Retirement Savings Plan in WA (214 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Tmc 401(k) Retirement Savings Plan (FL) $32M · 1,491
- Millman Companies Profit Sharing Plan (MO) $32M · 359
- Ajm Packaging Corporation 401(k) Plan (MI) $32M · 594
- Doxa Insurance Holdings, LLC 401(k) Plan (CA) $32M · 211
Similar participant headcount
Nearest other-state filings by covered participants (214 participants); asset peers above are excluded.
- Phoenix Processor Retirement Savings Plan (WA) 214 · 0 off
- Benchmark Landscape, Inc. 401(k) Profit Sharing Plan (CA) 214 · 0 off
- Webcetera, L.P. Dba Ezlynx 401(k) Plan (IL) 214 · 0 off
- Otterbase 401(k) Plan (MI) 214 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.