401(k) · DOL Form 5500 · 2023

Board of Trustees of the Uw of a Deferred Compensation Plan 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
499
Participants Below avg headcount
90th
Percentile by assets National rank
$162,780
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Utility Workers Union of America Deferred Compens Plan · Sponsored by Board of Trustees of the Uw of a Deferred Compensation Plan · Michigan · Construction

$81M in assets, 499 participants

Board of Trustees of the Uw of a Deferred Compensation Plan's Utility Workers Union of America Deferred Compens Plan reported $81M in total assets and 499 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,940 in Construction (9,030 peers)

Where Utility Workers Union of America Deferred Compens Plan sits by assets

Utility Workers Union of America Deferred Compens Plan sits in the top 10% of all filed plans by assets, $81M for 499 participants (~$162,780/participant), up 31.4% in 2023.

#7,940
in Construction (9,030 peers)
+31.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Utility Workers Union of America Deferred Compens Plan's outsized position by total assets

Utility Workers Union of America Deferred Compens Plan vs every filed plan by assets

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

$81,227,015 Top 10% higher than 90% 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

Utility Workers Union of America Deferred Compens Plan 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. Utility Workers Union of America Deferred Compens Plan sits mid-pack in the medium band (499 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Utility Workers Union of America Deferred Compens Plan reported net income rose from -$6M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Utility Workers Union of America Deferred Compens Plan end-of-year assets rose from $62M in the plan year 2022 filing to $81M in the plan year 2023 filing.
  • Utility Workers Union of America Deferred Compens Plan reported participants fell from 530 in the plan year 2022 filing to 499 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 061822042 · Board of Trustees of the Uw of a Deferred Compensation Plan PY 2023 · 401(k)

Utility Workers Union of America Deferred Compens Plan · $81M · 499 · 90th

  • EIN $81M
  • EIN 499
  • EIN 90th
  • EIN 401(k)
  • EIN near Crescent Hotels & Resorts 401(k) Plan
  • EIN ind #7940

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 Construction retirement plans → · Plans in Michigan →

Utility Workers Union of America Deferred Compens Plan in the asset neighbourhood

Dignity Health 401(k) Plan$81MNorthwest Administrators, Inc. Tax Deferred Savings PlanNorthwest Administrators, In…$81MUtility Workers Union of America Deferred Compens PlanUtility Workers Union of Ame…$81MCrescent Hotels & Resorts 401(k) PlanCrescent Hotels & Resorts 40…$81MTown Pump, Et Al 401(k) Plan$81M
End-of-year total assets ($M) among Utility Workers Union of America Deferred Compens Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$81M
Net Income$19M
Employer EIN061822042
Plan Effective Date2007-05-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Uw of a Deferred Compensation Plan)

Sponsor-wide plan assets over time

All Board of Trustees of the Uw of a Deferred Compensation Plan plans reported in each filing year

Latest sponsor-wide plan assets
$100M 62.36215490622013% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $61.8M $100M ▲ +62.4%
Year Plans Participants Total Assets
2022 1 530 $62M
2023 1 499 $81M
2024 1 504 $100M

Nearby 401(k) Plans in Michigan

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

Utility Workers Union of America Deferred Compens Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Utility Workers Union of America Deferred Compens Plan, Total assets ($B): 0.081227015 · Participants: 499Utility Workers Union of America Deferred Compens PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Utility Workers Union of America Deferred Compens Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

Utility Workers Union of America Deferred Compens Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Crescent Hotels & Resorts 401(k) Plan in VA ($81M); by covered participants it is Flock Freight, Inc. Retirement Trust in CA (499 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($81M here).

Similar participant headcount

Nearest other-state filings by covered participants (499 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 Utility Workers Union of America Deferred Compens Plan assets move in 2023?
Utility Workers Union of America Deferred Compens Plan surged - up 31.4% during 2023, from $62M to $81M. Reported net income was $19M.
How have Board of Trustees of the Uw of a Deferred Compensation Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees of the Uw of a Deferred Compensation Plan's sponsor-wide assets grew 62.4%, from $62M to $100M.
Where does Utility Workers Union of America Deferred Compens Plan rank by assets among Form 5500 filers?
Utility Workers Union of America Deferred Compens Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Utility Workers Union of America Deferred Compens Plan?
Among 401(k) plans in other states, the closest by assets is Crescent Hotels & Resorts 401(k) Plan in VA ($81M, 5,958 participants).
Which 401(k) plans cover a similar participant headcount to Utility Workers Union of America Deferred Compens Plan?
Among 401(k) plans in other states, the closest by covered participants is Flock Freight, Inc. Retirement Trust in CA (499 participants, $13M in assets).