Defined Benefit (Pension) · DOL Form 5500 · 2023
U a Local Union Officers & Employees Pension Fund Pension Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 1,846
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $643,282
- Avg per participant High balance/head
Official DOL plan name: United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan · Sponsored by U a Local Union Officers & Employees Pension Fund · Maryland · Finance & Insurance
$1.2B in assets, 1,846 participants
U a Local Union Officers & Employees Pension Fund's United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan reported $1.2B in total assets and 1,846 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #8,670 in Finance & Insurance (8,869 peers)
Where United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan sits by assets
United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan sits among the largest 1% of all filed plans, $1.2B for 1,846 participants (~$643,282/participant), up 8.0% in 2023.
- #8,670
- in Finance & Insurance (8,869 peers)
- +8.0%
- assets growth YoY
- 12×
- vs typical plan assets (national mean)
United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan's outsized position by total assets
United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,187,499,148 Top 1% higher than 99% 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 Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen 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. United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan lands in the large band (1,846 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan reported net income rose from -$204M in the plan year 2022 filing to $88M in the plan year 2023 filing.
- United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan end-of-year assets rose from $1.1B in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
- United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan reported participants rose from 1,768 in the plan year 2022 filing to 1,846 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 521178032 · U a Local Union Officers & Employees Pension Fund PY 2023 · Defined Benefit (Pension)
United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan · $1.2B · 1,846 · 99th
- PHOTO $1.2B
- IND 1,846
- EOY 99th
- 5500 Defined Benefit (Pension)
- ASSETS near Retirement Plan for Employees of Southwest Gas Corporation
- PCT ind #8670
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 Maryland →
United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $88M |
| Employer EIN | 521178032 |
| Plan Effective Date | 1966-12-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (U a Local Union Officers & Employees Pension Fund)
Sponsor-wide plan assets over time
All U a Local Union Officers & Employees Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 14.991310700560096% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,768 | $1.1B |
| 2023 | 1 | 1,846 | $1.2B |
| 2024 | 1 | 2,018 | $1.3B |
Nearby Defined Benefit (Pension) Plans in Maryland
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Maryland, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Southwest Gas Corporation in NV ($1.2B); by covered participants it is Care New England Pension Plan in RI (1,851 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
Similar participant headcount
Nearest other-state filings by covered participants (1,846 participants); asset peers above are excluded.
- Care New England Pension Plan (RI) 1,851 · 5 off
- Riverside Health System Retirement Income Plan (VA) 1,839 · 7 off
- Globe Life Inc. Pension Plan (TX) 1,854 · 8 off
- Curtiss Wright Corporation Retirement Plan (NJ) 1,837 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.