Defined Benefit (Pension) · DOL Form 5500 · 2022
Pension Committee Uft & Uft Wf Employees Pension Plan Pension Plan
Data updated 2026-08-11
- $258M
- Total assets
- 524
- Participants
- 96th
- Percentile by assets
- $492,252
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $258M
- total plan assets (2022 EOY)
- 524
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $492,252
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Uft & Uft Welfare Fund Employees Pension Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $311M |
|---|---|
| Net Assets (End of Year) | $258M |
| Net Income | -$53M |
| Employer EIN | 136565160 |
| Plan Effective Date | 1972-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pension Committee Uft & Uft Wf Employees Pension Plan)
| 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
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Uft & Uft Welfare Fund Employees Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Uft & Uft Welfare Fund Employees Pension Plan assets move in 2022? ▼
How have Pension Committee Uft & Uft Wf Employees Pension Plan plan assets changed over time? ▼
Where does Uft & Uft Welfare Fund Employees Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Uft & Uft Welfare Fund Employees Pension Plan? ▼
Next read for Uft & Uft Welfare Fund Employees Pension…
Scale reading
Ways to act on Uft & Uft Welfare Fund Employees Pension Plan's numbers.
- By total assets, Uft & Uft Welfare Fund Employees Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Pension Committee Uft & Uft Wf Employees Pension Plan's sponsor-wide assets have grown 29.6% since 2022 across 3 plan years on file. More Educational Services plans