401(k) · DOL Form 5500 · 2023

The Western Union Company 401(k) Plan

Data updated 2026-08-25

$428M
Total assets Above avg plan size
1,318
Participants Near avg headcount
97th
Percentile by assets National rank
$324,547
Avg per participant High balance/head
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Official DOL plan name: The Western Union Company Incentive Savings Plan · Sponsored by The Western Union Company · Colorado · Professional & Technical Services

$428M in assets, 1,318 participants

The Western Union Company's The Western Union Company Incentive Savings Plan reported $428M in total assets and 1,318 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,904 in Professional & Technical Services (20,321 peers)

Coverage in Colorado

The Western Union Company Incentive Savings Plan covers 1,318 participants in Colorado, 3.5x the typical Colorado plan (state average ~376 per filing). Assets: $428M.

#19,904
in Professional & Technical Services (20,321 peers)
+6.9%
assets growth YoY
4.3×
vs typical plan assets (national mean)

The Western Union Company Incentive Savings Plan's outsized position by total assets

The Western Union Company Incentive Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$427,752,966 Top 3% higher than 97% of 127,068 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 2023

The Western Union Company Incentive Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Western Union Company Incentive Savings Plan lands in the large band (1,318 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Western Union Company Incentive Savings Plan reported net income rose from -$101M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • The Western Union Company Incentive Savings Plan reported participants fell from 1,726 in the plan year 2022 filing to 1,318 in the plan year 2023 filing.
  • The Western Union Company Incentive Savings Plan end-of-year assets rose from $400M in the plan year 2022 filing to $428M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 204531180 · The Western Union Company PY 2023 · 401(k)

The Western Union Company Incentive Savings Plan · $428M · 1,318 · 97th

  • PCT $428M
  • PCT 1,318
  • PCT 97th
  • PCT 401(k)
  • PCT near Travelport Employee Savings Plan
  • PCT ind #19904

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 Professional & Technical Services retirement plans → · Plans in Colorado →

The Western Union Company Incentive Savings Plan in the asset neighbourhood

The Western Union Company Incentive Savings PlanThe Western Union Company In…$428MTravelport Employee Savings PlanTravelport Employee Savings …$428MTrugreen Profit Sharing and Retirement PlanTrugreen Profit Sharing and …$428MRyerson Savings Plan$428MSaint Luke's Retirement Balance and Matching PlanSaint Luke's Retirement Bala…$427M
End-of-year total assets ($M) among The Western Union Company Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$400M
Net Assets (End of Year)$426M
Net Income$26M
Employer EIN204531180
Plan Effective Date2006-09-29
Filing StatusFILING RECEIVED

Sponsor Plan History (The Western Union Company)

Sponsor-wide plan assets over time

All The Western Union Company plans reported in each filing year

Latest sponsor-wide plan assets
$447M 11.691374514619705% vs 2022
2024 filing year
$380M$400M$420M$440M$460M 202220232024 $400M $447M ▲ +11.7%
Year Plans Participants Total Assets
2022 2 1,726 $400M
2023 1 1,318 $428M
2024 1 1,407 $447M

Nearby 401(k) Plans in Colorado

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

The Western Union Company Incentive Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 01234 Total assets ($B) Participants The Western Union Company Incentive Savings Plan, Total assets ($B): 0.427752966 · Participants: 1318The Western Union Company Incentive Savings PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
The Western Union Company Incentive Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare The Western Union Company Incentive Savings Plan side-by-side with 3 peers →

The Western Union Company Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Travelport Employee Savings Plan in GA ($428M); by covered participants it is Locke Supply Co. 401(k) Plan in OK (1,318 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($428M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,318 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Western Union Company Incentive Savings Plan assets move in 2023? ▼
The Western Union Company Incentive Savings Plan grew at a solid clip - up 6.9% during 2023, from $400M to $428M. Reported net income was $26M.
How have The Western Union Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Western Union Company's sponsor-wide assets grew 11.7%, from $400M to $447M.
Where does The Western Union Company Incentive Savings Plan rank by assets among Form 5500 filers? ▼
The Western Union Company Incentive Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Western Union Company Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Travelport Employee Savings Plan in GA ($428M, 899 participants).
Which 401(k) plans cover a similar participant headcount to The Western Union Company Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Locke Supply Co. 401(k) Plan in OK (1,318 participants, $32M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 204531180.

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.