401(k) · DOL Form 5500 · 2023

Utility Workers Union of America 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
32
Participants Small participant base
67th
Percentile by assets National rank
$467,004
Avg per participant High balance/head
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Official DOL plan name: Utility Workers Union of America 401(k) Retirement Plan · Sponsored by Utility Workers Union of America · District of Columbia · Other Services

$15M in assets, 32 participants

Utility Workers Union of America's Utility Workers Union of America 401(k) Retirement Plan reported $15M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #6,412 in Other Services (7,857 peers)

Utility Workers Union of America multi-year trail

Utility Workers Union of America's plans moved +27.6% in assets from 2022 to 2024; this filing shows Utility Workers Union of America 401(k) Retirement Plan at $15M / 32 participants.

#6,412
in Other Services (7,857 peers)
+17.2%
assets growth YoY

Utility Workers Union of America 401(k) Retirement Plan's outsized position by total assets

Utility Workers Union of America 401(k) Retirement Plan vs every filed plan by assets

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

$14,944,139 Top 33% higher than 67% 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 401(k) Retirement Plan among smaller 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 401(k) Retirement Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Utility Workers Union of America 401(k) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Utility Workers Union of America 401(k) Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Utility Workers Union of America 401(k) Retirement Plan reported participants rose from 31 in the plan year 2022 filing to 32 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 530183102 · Utility Workers Union of America PY 2023 · 401(k)

Utility Workers Union of America 401(k) Retirement Plan · $15M · 32 · 67th

  • VS-ST $15M
  • BOY 32
  • SCH 67th
  • EBSA 401(k)
  • PART near First Bank & Trust Co 401(k) Retirement Plan
  • TYPE ind #6412

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 Other Services retirement plans → · Plans in District of Columbia →

Utility Workers Union of America 401(k) Retirement Plan in the asset neighbourhood

Utility Workers Union of America 401(k) Retirement PlanUtility Workers Union of Ame…$15MFirst Bank & Trust Co 401(k) Retirement PlanFirst Bank & Trust Co 401(k)…$15MAll Holdings, LLC 401(k) Plan and TrustAll Holdings, LLC 401(k) Pla…$15MMccracken, Stemerman & Holsberry, LLP 401(k) PlanMccracken, Stemerman & Holsb…$15MBnim Architects Inc. Profit Sharing PlanBnim Architects Inc. Profit …$15M
End-of-year total assets ($M) among Utility Workers Union of America 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utility Workers Union of America multi-year asset trail

Sponsor-wide plan assets over time

All Utility Workers Union of America plans reported in each filing year

Latest sponsor-wide plan assets
$16M 27.559045235787956% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.8M $16.3M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 31 $13M
2023 1 32 $15M
2024 1 30 $16M

Utility Workers Union of America filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN530183102
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in District of Columbia

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

Utility Workers Union of America 401(k) Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Utility Workers Union of America 401(k) Retirement Plan, Total assets ($B): 0.014944139 · Participants: 32Utility Workers Union of America 401(k) Retirement PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Utility Workers Union of America 401(k) Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Utility Workers Union of America 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside District of Columbia, the nearest 401(k) by assets is First Bank & Trust Co 401(k) Retirement Plan in OK ($15M); by covered participants it is Presnell Gage Employees Retirement Plan in ID (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 401(k) Retirement Plan assets move in 2023? ▼
Utility Workers Union of America 401(k) Retirement Plan grew sharply - up 17.2% during 2023, from $13M to $15M. Reported net income was $2M.
How have Utility Workers Union of America plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utility Workers Union of America's sponsor-wide assets grew 27.6%, from $13M to $16M.
Which 401(k) plans are similar in size to Utility Workers Union of America 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Bank & Trust Co 401(k) Retirement Plan in OK ($15M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Utility Workers Union of America 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Presnell Gage Employees Retirement Plan in ID (32 participants, $9M 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 530183102.

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.