401(k) · DOL Form 5500 · 2023
United Nations Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $141M
- Total assets Near avg plan size
- 632
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $223,275
- Avg per participant Above avg balance/head
Official DOL plan name: United Nations Federal Credit Union 401(k) Plan and Trust · Sponsored by United Nations Federal Credit Union · New York · Finance & Insurance
$141M in assets, 632 participants
United Nations Federal Credit Union's United Nations Federal Credit Union 401(k) Plan and Trust reported $141M in total assets and 632 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,926 in Finance & Insurance (8,869 peers)
Where United Nations Federal Credit Union 401(k) Plan and Trust sits by assets
United Nations Federal Credit Union 401(k) Plan and Trust sits in the top 10% of all filed plans by assets, $141M for 632 participants (~$223,275/participant), up 20.3% in 2023.
- #7,926
- in Finance & Insurance (8,869 peers)
- +20.3%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
United Nations Federal Credit Union 401(k) Plan and Trust's outsized position by total assets
United Nations Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$141,109,877 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
United Nations Federal Credit Union 401(k) Plan and Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Nations Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (632 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Nations Federal Credit Union 401(k) Plan and Trust reported net income rose from -$16M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- United Nations Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $117M in the plan year 2022 filing to $141M in the plan year 2023 filing.
- United Nations Federal Credit Union 401(k) Plan and Trust reported participants rose from 610 in the plan year 2022 filing to 632 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 131628594 · United Nations Federal Credit Union PY 2023 · 401(k)
United Nations Federal Credit Union 401(k) Plan and Trust · $141M · 632 · 93rd
- ASSETS $141M
- ASSETS 632
- ASSETS 93rd
- ASSETS 401(k)
- ASSETS near Advancedhealth 401(k) Profit Sharing Plan
- ASSETS ind #7926
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 →
United Nations Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $117M |
|---|---|
| Net Assets (End of Year) | $141M |
| Net Income | $24M |
| Employer EIN | 131628594 |
| Plan Effective Date | 1984-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Nations Federal Credit Union)
Sponsor-wide plan assets over time
All United Nations Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $303M 36.80977327644464% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,137 | $222M |
| 2023 | 2 | 1,187 | $274M |
| 2024 | 2 | 1,338 | $303M |
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 $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
United Nations Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Advancedhealth 401(k) Profit Sharing Plan in TN ($141M); by covered participants it is Plan De Participacion De Ganancias Para Los in PR (632 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($141M here).
- Advancedhealth 401(k) Profit Sharing Plan (TN) $141M · 1,374
- Amy's Kitchen, Inc. 401(k) Retirement Plan (CA) $141M · 2,573
- Retirement Plan for Employees of Molnlycke Health Care US LLC (GA) $141M · 682
- Brooks Pierce Retirement and Savings Plan (NC) $141M · 156
Similar participant headcount
Nearest other-state filings by covered participants (632 participants); asset peers above are excluded.
- Plan De Participacion De Ganancias Para Los (PR) 632 · 0 off
- Skyward, Inc. 401(k) Plan (WI) 632 · 0 off
- Parametrix, Inc. 401(k) and Profit Sharing Plan (WA) 632 · 0 off
- Camden National Corporation Retirement Savings 401(k) Plan (ME) 632 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.