401(k) · DOL Form 5500 · 2022

1199seiu National Benefit Fund for Health and Human Service Employees 401(k) Plan

Data updated 2026-08-11

$86M
Total assets
1,461
Participants
92nd
Percentile by assets
$59,194
Avg per participant
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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.

  • 92nd percentile by assets (of 139,126 plans)
  • #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.

$86M
total plan assets (2022 EOY)
1,461
covered participants
92nd
percentile by assets (of 139,126 plans)
$59,194
avg assets per participant

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.

Where 1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan sits 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

This plan $0 $2,010,000,000 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

State
New York
Industry
Finance & Insurance

1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan vs the 2022 asset distribution

By assets, 1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$86M
Net Income-$17M
Employer EIN131628401
Plan Effective Date1999-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (1199seiu National Benefit Fund for Health and Human Service Employees)

$80M$90M$100M$110M$120M 202220232024 $86.5M $115M ▲ +32.6%
Total plan assets by year, all 1199seiu National Benefit Fund for Health and Human Service Employees plans on file
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.

1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants 1199seiu National Be…, Total assets ($B): 0.086482441 · Participants: 14611199seiu National Be…IBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k…, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings …Deloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 40…, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 40…
1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare 1199seiu National Benefit Fund and Affil… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to 1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did 1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan assets move in 2022? ▼
1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan declined sharply - down 16.4% during 2022, from $103M to $86M. Reported net income was -$17M.
How have 1199seiu National Benefit Fund for Health and Human Service Employees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 1199seiu National Benefit Fund for Health and Human Service Employees's sponsor-wide assets grew 32.6%, from $86M to $115M.
Where does 1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan rank by assets among Form 5500 filers? ▼
1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to 1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sherman & Howard Retirement Plan (1) in CO ($86M, 166 participants).

Next read for 1199seiu National Benefit Fund and Affil…

Scale reading

Ways to act on 1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan's numbers.

  • By total assets, 1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
  • 1199seiu National Benefit Fund for Health and Human Service Employees's sponsor-wide assets have grown 32.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 131628401.

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.