401(k) · DOL Form 5500 · 2022

Board of Trustees of United Workers Pension Fund 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
649
Participants Below avg headcount
71st
Percentile by assets National rank
$20,881
Avg per participant Low balance/head
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Official DOL plan name: United Workers Pension Fund · Sponsored by Board of Trustees of United Workers Pension Fund · New York · Retail Trade

$14M in assets, 649 participants

Board of Trustees of United Workers Pension Fund's United Workers Pension Fund reported $14M in total assets and 649 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #7,732 in Retail Trade (9,519 peers)

Board of Trustees of United Workers Pension Fund multi-year trail

Board of Trustees of United Workers Pension Fund's plans moved +59.2% in assets from 2022 to 2024; this filing shows United Workers Pension Fund at $14M / 649 participants.

#7,732
in Retail Trade (9,519 peers)
-5.4%
assets change YoY

The plan reported a net loss of $810K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Workers Pension Fund's outsized position by total assets

United Workers Pension Fund vs every filed plan by assets

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

$13,551,612 Top 29% higher than 71% 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 Workers Pension Fund 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 Workers Pension Fund sits mid-pack in the medium band (649 participants).

EBSA filing schedule strip

Filing strip 841655235 · Board of Trustees of United Workers Pension Fund PY 2022 · 401(k)

United Workers Pension Fund · $14M · 649 · 71st

  • PART $14M
  • PART 649
  • PART 71st
  • PART 401(k)
  • PART near O'neil & Associates, Inc. Profit Sharing and Savings Plan
  • PART ind #7732

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 Retail Trade retirement plans → · Plans in New York →

United Workers Pension Fund in the asset neighbourhood

United Workers Pension Fund$14MO'neil & Associates, Inc. Profit Sharing and Savings PlanO'neil & Associates, Inc. Pr…$14MJensen Builders Ltd Employees' Savings TrustJensen Builders Ltd Employee…$14MReinhausen Manufacturing Inc. 401(k) & Retirement PlanReinhausen Manufacturing Inc…$14MChrome Deposit Corporation 401(k) PlanChrome Deposit Corporation 4…$14M
End-of-year total assets ($M) among United Workers Pension Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Board of Trustees of United Workers Pension Fund multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees of United Workers Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$22M 59.186139626783884% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.6M $21.6M ▲ +59.2%
Year Plans Participants Total Assets
2022 1 649 $14M
2023 1 389 $18M
2024 1 389 $22M

Board of Trustees of United Workers Pension Fund filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income-$810K
Employer EIN841655235
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

United Workers Pension Fund vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants United Workers Pension Fund, Total assets ($B): 0.013551612 · Participants: 649United Workers Pension FundIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
United Workers Pension Fund vs. nearby 401(k) plans in New York, assets vs. participants
Compare United Workers Pension Fund side-by-side with 3 peers →

United Workers Pension Fund's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is O'neil & Associates, Inc. Profit Sharing and Savings Plan in OH ($14M); by covered participants it is Safety National Casualty Corporation Savings & Profit Sharing Plan in MO (649 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (649 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 Workers Pension Fund assets move in 2022? ▼
United Workers Pension Fund pulled back noticeably - down 5.4% during 2022, from $14M to $14M. Reported net income was -$810K.
How have Board of Trustees of United Workers Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of United Workers Pension Fund's sponsor-wide assets grew 59.2%, from $14M to $22M.
Which 401(k) plans are similar in size to United Workers Pension Fund? ▼
Among 401(k) plans in other states, the closest by assets is O'neil & Associates, Inc. Profit Sharing and Savings Plan in OH ($14M, 161 participants).
Which 401(k) plans cover a similar participant headcount to United Workers Pension Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Safety National Casualty Corporation Savings & Profit Sharing Plan in MO (649 participants, $163M in assets).

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 841655235.

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.