401(k) · DOL Form 5500 · 2022
1199seiu National Benefit Fund for Health and Human Service Employees 401(k) Plan
Data updated 2026-08-25
- $86M
- Total assets Below avg plan size
- 1,461
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $59,194
- Avg per participant Low balance/head
Official DOL plan name: 1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan · Sponsored by 1199seiu National Benefit Fund for Health and Human Service Employees · New York · Finance & Insurance
$86M in assets, 1,461 participants
1199seiu National Benefit Fund for Health and Human Service Employees's 1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan reported $86M in total assets and 1,461 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #8,063 in Finance & Insurance (9,261 peers)
Where 1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan sits by assets
1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan sits in the top 10% of all filed plans by assets, $86M for 1,461 participants (~$59,194/participant), down 16.4% in 2022.
- #8,063
- in Finance & Insurance (9,261 peers)
- -16.4%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan's outsized position by total assets
1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$86,482,441 Top 8% higher than 92% 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
1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan lands in the large band (1,461 participants).
Form 5500 schedule snapshot
Filing strip 131628401 · 1199seiu National Benefit Fund for Health and Human Service Employees PY 2022 · 401(k)
1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan · $86M · 1,461 · 92nd
- PART $86M
- TYPE 1,461
- NET 92nd
- BOOK 401(k)
- VS-ST near Sherman & Howard Retirement Plan (1)
- BOY ind #8063
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 Finance & Insurance retirement plans → · Plans in New York →
1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $103M |
|---|---|
| Net Assets (End of Year) | $86M |
| Net Income | -$17M |
| Employer EIN | 131628401 |
| Plan Effective Date | 1999-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (1199seiu National Benefit Fund for Health and Human Service Employees)
Sponsor-wide plan assets over time
All 1199seiu National Benefit Fund for Health and Human Service Employees plans reported in each filing year
- Latest sponsor-wide plan assets
- $115M 32.58156531451281% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,461 | $86M |
| 2023 | 1 | 1,443 | $101M |
| 2024 | 1 | 1,517 | $115M |
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
1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Sherman & Howard Retirement Plan (1) in CO ($86M); by covered participants it is Hexaware Technologies, Incorporated Retirement Plan in NJ (1,462 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($86M here).
- Sherman & Howard Retirement Plan (1) (CO) $86M · 166
- Reladyne LLC 401(k) Plan (OH) $86M · 1,562
- Pathgroup 401(k) Savings Plan (TN) $86M · 1,454
- Lowenstein Sandler 1992 401(k) Plan (NJ) $86M · 369
Similar participant headcount
Nearest other-state filings by covered participants (1,461 participants); asset peers above are excluded.
- Hexaware Technologies, Incorporated Retirement Plan (NJ) 1,462 · 1 off
- People, Pets and Vets 401(k) Plan (WA) 1,462 · 1 off
- 42 North Dental, LLC 401(k) Plan (MA) 1,462 · 1 off
- Welbilt 401(k) Retirement Plan (FL) 1,462 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.