401(k) · DOL Form 5500 · 2023
1199seiu National Benefit Fund for Health and Human Service Employees 401(k) Plan
Data updated 2026-08-25
- $101M
- Total assets Near avg plan size
- 1,443
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $69,695
- Avg per participant Below avg balance/head
Official DOL plan name: 1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan · Sponsored by 1199seiu National Benefit Fund for Health and Human Service Employees · New York · Finance & Insurance
$101M in assets, 1,443 participants
1199seiu National Benefit Fund for Health and Human Service Employees's 1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan reported $101M in total assets and 1,443 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #7,684 in Finance & Insurance (8,869 peers)
Where 1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan sits by assets
1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan sits in the top 10% of all filed plans by assets, $101M for 1,443 participants (~$69,695/participant), up 16.3% in 2023.
- #7,684
- in Finance & Insurance (8,869 peers)
- +16.3%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan's outsized position by total assets
1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$100,570,214 Top 9% higher than 91% 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
1199seiu National Benefit Fund and Affiliated Organizations 401(k) 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. 1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan lands in the large band (1,443 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan reported net income rose from -$17M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- 1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan end-of-year assets rose from $86M in the plan year 2022 filing to $101M in the plan year 2023 filing.
- 1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan reported participants fell from 1,461 in the plan year 2022 filing to 1,443 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 131628401 · 1199seiu National Benefit Fund for Health and Human Service Employees PY 2023 · 401(k)
1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan · $101M · 1,443 · 91st
- EBSA $101M
- PART 1,443
- TYPE 91st
- NET 401(k)
- BOOK near International Bancshares Corporation Employees Profit Sharing Plan and Trust
- VS-ST ind #7684
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 →
1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $101M |
| Net Income | $14M |
| Employer EIN | 131628401 |
| Plan Effective Date | 1999-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (1199seiu National Benefit Fund for Health and Human Service Employees)
Sponsor-wide plan assets over time
All 1199seiu National Benefit Fund for Health and Human Service Employees plans reported in each filing year
- Latest sponsor-wide plan assets
- $115M 32.58156531451281% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,461 | $86M |
| 2023 | 1 | 1,443 | $101M |
| 2024 | 1 | 1,517 | $115M |
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
1199seiu National Benefit Fund and Affiliated Organizations 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is International Bancshares Corporation Employees Profit Sharing Plan and Trust in TX ($101M); by covered participants it is Scentsy, Inc. Retirement Plan in ID (1,443 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($101M here).
- International Bancshares Corporation Employees Profit Sharing Plan and Trust (TX) $101M · 2,201
- Naes Corporation Corporate Retirement and 401(k) Plan (WA) $101M · 399
- Heartland Express, Inc. of Iowa 401(k) Plan (IA) $101M · 1,814
- Lendmark 401(k) Plan (GA) $101M · 2,046
Similar participant headcount
Nearest other-state filings by covered participants (1,443 participants); asset peers above are excluded.
- Scentsy, Inc. Retirement Plan (ID) 1,443 · 0 off
- Helen of Troy 401(k) Plan (TX) 1,443 · 0 off
- Promega Salary Deferral Profit Sharing Plan (WI) 1,443 · 0 off
- Calavo Growers, Inc. Retirement Plan (CA) 1,442 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.