Defined Benefit (Pension) · DOL Form 5500 · 2022

Union Settlement Association, Inc. Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
21
Participants Small participant base
61st
Percentile by assets National rank
$394,827
Avg per participant High balance/head
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Official DOL plan name: Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. · Sponsored by Union Settlement Association, Inc. · New York · Healthcare & Social Assistance

$8M in assets, 21 participants

Union Settlement Association, Inc.'s Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. reported $8M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #13,404 in Healthcare & Social Assistance (20,060 peers)

Union Settlement Association, Inc. multi-year trail

Union Settlement Association, Inc.'s plans moved +22.0% in assets from 2022 to 2024; this filing shows Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. at $8M / 21 participants.

#13,404
in Healthcare & Social Assistance (20,060 peers)
-28.4%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. vs every filed plan by assets

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

$8,291,374 Top 39% higher than 61% 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

Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. is a small filing (21 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 131632530 · Union Settlement Association, Inc. PY 2022 · Defined Benefit (Pension)

Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. · $8M · 21 · 61st

  • BOOK $8M
  • BOOK 21
  • BOOK 61st
  • BOOK Defined Benefit (Pension)
  • BOOK near The Baltimore Sun Company Retirement Plan for Mailers
  • BOOK ind #13404

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. in the asset neighbourhood

Exacto Spring Corp. Employees' Pension PlanExacto Spring Corp. Employee…$8MKnoxville Milling Company Pension PlanKnoxville Milling Company Pe…$8MBliley Technologies, Inc. Pension PlanBliley Technologies, Inc. Pe…$8MDefined Benefit Pension Plan for Employees of Union Settlement Association, Inc.Defined Benefit Pension Plan…$8MThe Baltimore Sun Company Retirement Plan for MailersThe Baltimore Sun Company Re…$8M
End-of-year total assets ($M) among Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Union Settlement Association, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Union Settlement Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 21.960765280850254% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13.1M $16M ▲ +22.0%
Year Plans Participants Total Assets
2022 2 300 $13M
2023 2 240 $14M
2024 2 240 $16M

Union Settlement Association, Inc. filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$8M
Net Income-$3M
Employer EIN131632530
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc., Total assets ($B): 0.008291374 · Participants: 21Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc.IBM 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
Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. side-by-side with 3 peers →

Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is The Baltimore Sun Company Retirement Plan for Mailers in IL ($8M); by covered participants it is Halliburton Retirement Plan in TX (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. assets move in 2022? ▼
Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. declined sharply - down 28.4% during 2022, from $12M to $8M. Reported net income was -$3M.
How have Union Settlement Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Settlement Association, Inc.'s sponsor-wide assets grew 22.0%, from $13M to $16M.
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Baltimore Sun Company Retirement Plan for Mailers in IL ($8M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Halliburton Retirement Plan in TX (21 participants, $36M 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 131632530.

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.