401(k) · DOL Form 5500 · 2023

1199seiu United Healthcare Workers East 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
767
Participants Near avg headcount
78th
Percentile by assets National rank
$36,052
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East · Sponsored by 1199seiu United Healthcare Workers East · New York · Other Services

$28M in assets, 767 participants

1199seiu United Healthcare Workers East's 401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East reported $28M in total assets and 767 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,988 in Other Services (7,857 peers)

Where 401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East sits by assets

401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East sits in the top quartile of all filed plans by assets, $28M for 767 participants (~$36,052/participant), up 19.8% in 2023.

#6,988
in Other Services (7,857 peers)
+19.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East's outsized position by total assets

401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East vs every filed plan by assets

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

$27,651,838 Top 22% higher than 78% 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

401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East 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. 401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East sits mid-pack in the medium band (767 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • 401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East end-of-year assets rose from $23M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • 401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East reported participants rose from 745 in the plan year 2022 filing to 767 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 131510821 · 1199seiu United Healthcare Workers East PY 2023 · 401(k)

401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East · $28M · 767 · 78th

  • IND $28M
  • IND 767
  • IND 78th
  • IND 401(k)
  • IND near Ies Downstream LLC 401(k) Plan
  • IND ind #6988

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 New York →

401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East in the asset neighbourhood

Ies Downstream LLC 401(k) PlanIes Downstream LLC 401(k) Pl…$28MFuel Tech, Inc. Retirement Savings PlanFuel Tech, Inc. Retirement S…$28MBearing & Drive Solutions 401(k) Retirement PlanBearing & Drive Solutions 40…$28MScafco Corporation Profit Sharing 401(k) PlanScafco Corporation Profit Sh…$28M401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East401(k) Savings Plan for Empl…$28M
End-of-year total assets ($M) among 401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$28M
Net Income$5M
Employer EIN131510821
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (1199seiu United Healthcare Workers East)

Sponsor-wide plan assets over time

All 1199seiu United Healthcare Workers East plans reported in each filing year

Latest sponsor-wide plan assets
$31M 34.52194078268424% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.1M $31.1M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 745 $23M
2023 1 767 $28M
2024 1 790 $31M

Nearby 401(k) Plans in New York

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

401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants 401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East, Total assets ($B): 0.027651838 · Participants: 767401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers EastIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East vs. nearby 401(k) plans in New York, assets vs. participants

401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ies Downstream LLC 401(k) Plan in HI ($28M); by covered participants it is Basin Electric Power Cooperative 401(k) Plan in ND (767 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (767 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 401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East assets move in 2023?
401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East grew sharply - up 19.8% during 2023, from $23M to $28M. Reported net income was $5M.
How have 1199seiu United Healthcare Workers East plan assets changed over time?
Across 3 plan years on file (2022-2024), 1199seiu United Healthcare Workers East's sponsor-wide assets grew 34.5%, from $23M to $31M.
Where does 401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East rank by assets among Form 5500 filers?
401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to 401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East?
Among 401(k) plans in other states, the closest by assets is Ies Downstream LLC 401(k) Plan in HI ($28M, 129 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Savings Plan for Employees of 1199seiu United Healthcare Workers East?
Among 401(k) plans in other states, the closest by covered participants is Basin Electric Power Cooperative 401(k) Plan in ND (767 participants, $355M in assets).