Defined Benefit (Pension) · DOL Form 5500 · 2023

United Association General Officers and Employees Pension Fund Board O Pension Plan

Data updated 2026-08-25

$197M
Total assets Near avg plan size: 146
Participants Small participant base: 95th
Percentile by assets National rank: $1.4M
Avg per participant High balance/head

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Official DOL plan name: United Association General Officers and Employees Pension Fund · Sponsored by United Association General Officers and Employees Pension Fund Board O · Maryland · Other Services

$197M in assets, 146 participants

United Association General Officers and Employees Pension Fund Board O's United Association General Officers and Employees Pension Fund reported $197M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

#7,739 in Other Services (7,857 peers)

Coverage in Maryland

United Association General Officers and Employees Pension Fund covers 146 participants in Maryland, about 16% of the average Maryland filer (state average ~929 per filing). Assets: $197M.

#7,739
in Other Services (7,857 peers): +7.6%
assets growth YoY: 2.0×
vs typical plan assets (national mean)

United Association General Officers and Employees Pension Fund's outsized position by total assets

United Association General Officers and Employees Pension Fund vs every filed plan by assets

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

$197,428,381 Top 5% higher than 95% 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

United Association General Officers and Employees Pension Fund 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. United Association General Officers and Employees Pension Fund sits mid-pack in the medium band (146 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

United Association General Officers and Employees Pension Fund reported net income rose from -$33M in the plan year 2022 filing to $14M in the plan year 2023 filing.
United Association General Officers and Employees Pension Fund end-of-year assets rose from $183M in the plan year 2022 filing to $197M in the plan year 2023 filing.
United Association General Officers and Employees Pension Fund reported participants rose from 140 in the plan year 2022 filing to 146 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 526134634 · United Association General Officers and Employees Pension Fund Board O PY 2023 · Defined Benefit (Pension)

United Association General Officers and Employees Pension Fund · $197M · 146 · 95th

RANK $197M
PHOTO 146
IND 95th
EOY Defined Benefit (Pension)
5500 near Plan for Retirement Allowances for Non Represented Employees
ASSETS ind #7739

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 Maryland →

End-of-year total assets ($M) among United Association General Officers and Employees Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)	$183M
Net Assets (End of Year)	$197M
Net Income	$14M
Employer EIN	526134634
Plan Effective Date	1953-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (United Association General Officers and Employees Pension Fund Board O)

Latest sponsor-wide plan assets: $209M 13.752581929509313% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	140	$183M
2023	1	146	$197M
2024	1	146	$209M

Nearby Defined Benefit (Pension) Plans in Maryland

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

United Association General Officers and Employees Pension Fund vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants

National Electrical Benefit Fund $18.9B · 323,315
Lockheed Martin Corporation Salaried Employee Retirement Program $18.4B · 19,673
Major League Baseball Players Pension Plan $4.6B · 1,087
National Automatic Sprinkler Industry Pension Fund $4.5B · 15,047
International Painters and Allied Trades Industry Pension Plan $4.2B · 44,973

Compare United Association General Officers and Employees Pension Fund side-by-side with 3 peers →

United Association General Officers and Employees Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Maryland, the nearest Defined Benefit (Pension) by assets is Plan for Retirement Allowances for Non Represented Employees in NJ ($197M); by covered participants it is Delong's, Inc. Pension Plan in MO (146 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($197M here).

Plan for Retirement Allowances for Non Represented Employees (NJ) $197M · 182
Kloeckner Metals Defined Benefit Plan (GA) $197M · 440
Trustage Pension Plan for Represented Employees (WI) $198M · 455
Twu-Westchester Private Bus Lines Pension Trust (NJ) $198M · 743

Similar participant headcount

Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.

Delong's, Inc. Pension Plan (MO) 146 · 0 off
Pnm Resources, Inc. Employees' Retirement Plan (NM) 146 · 0 off
Pension Plan for Employees of Evraz Inc. NA (IL) 146 · 0 off
United Mine Workers of America 1974 Pension Trust Employees' Pension Plan (DC) 146 · 0 off

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 United Association General Officers and Employees Pension Fund assets move in 2023? ▼

United Association General Officers and Employees Pension Fund grew at a solid clip - up 7.6% during 2023, from $183M to $197M. Reported net income was $14M.

How have United Association General Officers and Employees Pension Fund Board O plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), United Association General Officers and Employees Pension Fund Board O's sponsor-wide assets grew 13.8%, from $183M to $209M.

Where does United Association General Officers and Employees Pension Fund rank by assets among Form 5500 filers? ▼

United Association General Officers and Employees Pension Fund ranks in the 95th 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 Defined Benefit (Pension) plans are similar in size to United Association General Officers and Employees Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Plan for Retirement Allowances for Non Represented Employees in NJ ($197M, 182 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to United Association General Officers and Employees Pension Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Delong's, Inc. Pension Plan in MO (146 participants, $25M 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 526134634.