Other · DOL Form 5500 · 2022

United Negro College Fund, Inc. Retirement Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
249
Participants Below avg headcount
84th
Percentile by assets National rank
$137,845
Avg per participant Near avg balance/head
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Official DOL plan name: United Negro College Fund DC Retirement Plan · Sponsored by United Negro College Fund, Inc. · District of Columbia · Educational Services

$34M in assets, 249 participants

United Negro College Fund, Inc.'s United Negro College Fund DC Retirement Plan reported $34M in total assets and 249 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.

  • #2,858 in Educational Services (4,024 peers)

Coverage in District of Columbia

United Negro College Fund DC Retirement Plan covers 249 participants in District of Columbia, about 17% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $34M.

#2,858
in Educational Services (4,024 peers)
-9.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

United Negro College Fund DC Retirement Plan's outsized position by total assets

United Negro College Fund DC Retirement Plan vs every filed plan by assets

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

$34,323,503 Top 16% higher than 84% 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 Negro College Fund DC Retirement 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 Negro College Fund DC Retirement Plan sits mid-pack in the medium band (249 participants).

Plan-year Form 5500 strip

Filing strip 131624241 · United Negro College Fund, Inc. PY 2022 · Other

United Negro College Fund DC Retirement Plan · $34M · 249 · 84th

  • PHOTO $34M
  • PHOTO 249
  • PHOTO 84th
  • PHOTO Other
  • PHOTO near 403(b) Thrift Plan Community Health Resources, Inc.
  • PHOTO ind #2858

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 District of Columbia →

United Negro College Fund DC Retirement Plan in the asset neighbourhood

Retirement Plan for the Personnel of the Key SchoolRetirement Plan for the Pers…$34MFoote School DC Retirement PlanFoote School DC Retirement P…$34MUnited Negro College Fund DC Retirement PlanUnited Negro College Fund DC…$34M403(b) Thrift Plan Community Health Resources, Inc.403(b) Thrift Plan Community…$34MCrista Ministries 403(b) Savings PlanCrista Ministries 403(b) Sav…$34M
End-of-year total assets ($M) among United Negro College Fund DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

District of Columbia filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$34M
Net Income-$4M
Employer EIN131624241
Plan Effective Date1955-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Negro College Fund, Inc.)

Sponsor-wide plan assets over time

All United Negro College Fund, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 28.909120960060513% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.3M $44.3M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 249 $34M
2023 1 262 $39M
2024 1 423 $44M

Nearby Other Plans in District of Columbia

Peer Other plans, same state, same plan type, ranked by total assets.

United Negro College Fund DC Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants United Negro College Fund DC Retirement Plan, Total assets ($B): 0.034323503 · Participants: 249United Negro College Fund DC Retirement PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.455575793 · Participants: 419935Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 1.973536433 · Participants: 4918Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.141643477 · Participants: 2632American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.010943324 · Participants: 5159Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.741393379 · Participants: 13020Georgetown University Voluntary Contribution Retirement Plan
United Negro College Fund DC Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants

United Negro College Fund DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is 403(b) Thrift Plan Community Health Resources, Inc. in CT ($34M); by covered participants it is Human Rights Watch, Inc. Retirement Savings Plan in NY (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 Negro College Fund DC Retirement Plan assets move in 2022?
United Negro College Fund DC Retirement Plan pulled back noticeably - down 9.7% during 2022, from $38M to $34M. Reported net income was -$4M.
How have United Negro College Fund, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), United Negro College Fund, Inc.'s sponsor-wide assets grew 28.9%, from $34M to $44M.
Where does United Negro College Fund DC Retirement Plan rank by assets among Form 5500 filers?
United Negro College Fund DC Retirement Plan ranks in the 84th 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 Other plans are similar in size to United Negro College Fund DC Retirement Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan Community Health Resources, Inc. in CT ($34M, 708 participants).
Which Other plans cover a similar participant headcount to United Negro College Fund DC Retirement Plan?
Among Other plans in other states, the closest by covered participants is Human Rights Watch, Inc. Retirement Savings Plan in NY (249 participants, $86M in assets).