Defined Benefit (Pension) · DOL Form 5500 · 2022

Pension Committee Uft & Uft Wf Employees Pension Plan Pension Plan

Data updated 2026-08-25

$258M
Total assets Near avg plan size
524
Participants Below avg headcount
96th
Percentile by assets National rank
$492,252
Avg per participant High balance/head
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Official DOL plan name: Uft & Uft Welfare Fund Employees Pension Plan · Sponsored by Pension Committee Uft & Uft Wf Employees Pension Plan · New York · Educational Services

$258M in assets, 524 participants

Pension Committee Uft & Uft Wf Employees Pension Plan's Uft & Uft Welfare Fund Employees Pension Plan reported $258M in total assets and 524 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,785 in Educational Services (4,024 peers)

Where Uft & Uft Welfare Fund Employees Pension Plan sits by assets

Uft & Uft Welfare Fund Employees Pension Plan sits in the top 5% of all filed plans by assets, $258M for 524 participants (~$492,252/participant), down 17.0% in 2022.

#3,785
in Educational Services (4,024 peers)
-17.0%
assets change YoY
2.6×
vs typical plan assets (national mean)

The plan reported a net loss of $53M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Uft & Uft Welfare Fund Employees Pension Plan's outsized position by total assets

Uft & Uft Welfare Fund Employees Pension Plan vs every filed plan by assets

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

$257,940,098 Top 4% higher than 96% 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

Uft & Uft Welfare Fund Employees Pension 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. Uft & Uft Welfare Fund Employees Pension Plan sits mid-pack in the medium band (524 participants).

Form 5500 schedule snapshot

Filing strip 136565160 · Pension Committee Uft & Uft Wf Employees Pension Plan PY 2022 · Defined Benefit (Pension)

Uft & Uft Welfare Fund Employees Pension Plan · $258M · 524 · 96th

  • TYPE $258M
  • NET 524
  • BOOK 96th
  • VS-ST Defined Benefit (Pension)
  • BOY near Pension Plan for Employees of Hns Management Co Inc Represented by Atu
  • SCH ind #3785

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 →

Uft & Uft Welfare Fund Employees Pension Plan in the asset neighbourhood

Massey Energy Retirement Plan$259MStmicroelectronics, Inc. Retirement PlanStmicroelectronics, Inc. Ret…$259MPension Plan for Employees of Hns Management Co Inc Represented by AtuPension Plan for Employees o…$258MUft & Uft Welfare Fund Employees Pension PlanUft & Uft Welfare Fund Emplo…$258MMueller Group, LLC Pension Plan for Selected EmployeesMueller Group, LLC Pension P…$257M
End-of-year total assets ($M) among Uft & Uft Welfare Fund Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$311M
Net Assets (End of Year)$258M
Net Income-$53M
Employer EIN136565160
Plan Effective Date1972-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pension Committee Uft & Uft Wf Employees Pension Plan)

Sponsor-wide plan assets over time

All Pension Committee Uft & Uft Wf Employees Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$334M 29.637875845111918% vs 2022
2024 filing year
$250M$300M$350M 202220232024 $258M $334M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 524 $258M
2023 1 525 $296M
2024 1 539 $334M

Nearby Defined Benefit (Pension) Plans in New York

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

Uft & Uft Welfare Fund Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Uft & Uft Welfare Fund Employees Pension Plan, Total assets ($B): 0.257940098 · Participants: 524Uft & Uft Welfare Fund Employees Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Uft & Uft Welfare Fund Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Uft & Uft Welfare Fund Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Hns Management Co Inc Represented by Atu in CT ($258M); by covered participants it is Detroit Diesel Corporation Employees Pension Plan in OR (524 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (524 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 Uft & Uft Welfare Fund Employees Pension Plan assets move in 2022? ▼
Uft & Uft Welfare Fund Employees Pension Plan declined sharply - down 17.0% during 2022, from $311M to $258M. Reported net income was -$53M.
How have Pension Committee Uft & Uft Wf Employees Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pension Committee Uft & Uft Wf Employees Pension Plan's sponsor-wide assets grew 29.6%, from $258M to $334M.
Where does Uft & Uft Welfare Fund Employees Pension Plan rank by assets among Form 5500 filers? ▼
Uft & Uft Welfare Fund Employees Pension Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Uft & Uft Welfare Fund Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of Hns Management Co Inc Represented by Atu in CT ($258M, 983 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Uft & Uft Welfare Fund Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Detroit Diesel Corporation Employees Pension Plan in OR (524 participants, $78M in assets).