401(k) · DOL Form 5500 · 2022

United Federation of Teachers and Uft Welfare Fund 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
425
Participants Below avg headcount
88th
Percentile by assets National rank
$113,218
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: United Federation of Teachers and Uft Welfare Fund 401(k) Plan · Sponsored by United Federation of Teachers and Uft Welfare Fund · New York · Educational Services

$48M in assets, 425 participants

United Federation of Teachers and Uft Welfare Fund's United Federation of Teachers and Uft Welfare Fund 401(k) Plan reported $48M in total assets and 425 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #3,104 in Educational Services (4,024 peers)

Where United Federation of Teachers and Uft Welfare Fund 401(k) Plan sits by assets

United Federation of Teachers and Uft Welfare Fund 401(k) Plan sits in the top quartile of all filed plans by assets, $48M for 425 participants (~$113,218/participant), down 12.4% in 2022.

#3,104
in Educational Services (4,024 peers)
-12.4%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $7M 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 Fund 401(k) Plan's outsized position by total assets

United Federation of Teachers and Uft Welfare Fund 401(k) Plan vs every filed plan by assets

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

$48,117,559 Top 12% higher than 88% 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

United Federation of Teachers and Uft Welfare Fund 401(k) 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 Fund 401(k) Plan sits mid-pack in the medium band (425 participants).

Plan-year Form 5500 strip

Filing strip 133545716 · United Federation of Teachers and Uft Welfare Fund PY 2022 · 401(k)

United Federation of Teachers and Uft Welfare Fund 401(k) Plan · $48M · 425 · 88th

  • EBSA $48M
  • PART 425
  • TYPE 88th
  • NET 401(k)
  • BOOK near Epi-Use America Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #3104

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 Fund 401(k) Plan in the asset neighbourhood

United Federation of Teachers and Uft Welfare Fund 401(k) PlanUnited Federation of Teacher…$48MEpi-Use America Inc. 401(k) Profit Sharing PlanEpi-Use America Inc. 401(k) …$48MLedcor Contractors Group, Inc. 401(k) PlanLedcor Contractors Group, In…$48MToltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings PlanToltz King Duvall Anderson a…$48MLiebert Cassidy Whitmore Profit Sharing/401(k) Plan and TrustLiebert Cassidy Whitmore Pro…$48M
End-of-year total assets ($M) among United Federation of Teachers and Uft Welfare Fund 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$48M
Net Income-$7M
Employer EIN133545716
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Federation of Teachers and Uft Welfare Fund)

Sponsor-wide plan assets over time

All United Federation of Teachers and Uft Welfare Fund plans reported in each filing year

Latest sponsor-wide plan assets
$99M 23.063612980708164% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $80.5M $99M ▲ +23.1%
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.

United Federation of Teachers and Uft Welfare Fund 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants United Federation of Teachers and Uft Welfare Fund 401(k) Plan, Total assets ($B): 0.048117559 · Participants: 425United Federation of Teachers and Uft Welfare Fund 401(k) 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
United Federation of Teachers and Uft Welfare Fund 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare United Federation of Teachers and Uft Welfare Fund 401(k) Plan side-by-side with 3 peers →

United Federation of Teachers and Uft Welfare Fund 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Epi-Use America Inc. 401(k) Profit Sharing Plan in GA ($48M); by covered participants it is Bayer Built Woodworks, Inc. Retirement Plan in MN (425 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (425 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 United Federation of Teachers and Uft Welfare Fund 401(k) Plan assets move in 2022? ▼
United Federation of Teachers and Uft Welfare Fund 401(k) Plan pulled back noticeably - down 12.4% during 2022, from $55M to $48M. Reported net income was -$7M.
How have United Federation of Teachers and Uft Welfare Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Federation of Teachers and Uft Welfare Fund's sponsor-wide assets grew 23.1%, from $80M to $99M.
Where does United Federation of Teachers and Uft Welfare Fund 401(k) Plan rank by assets among Form 5500 filers? ▼
United Federation of Teachers and Uft Welfare Fund 401(k) Plan ranks in the 88th 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 401(k) plans are similar in size to United Federation of Teachers and Uft Welfare Fund 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Epi-Use America Inc. 401(k) Profit Sharing Plan in GA ($48M, 342 participants).
Which 401(k) plans cover a similar participant headcount to United Federation of Teachers and Uft Welfare Fund 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bayer Built Woodworks, Inc. Retirement Plan in MN (425 participants, $32M 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 133545716.

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.