Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Union Mutual Fund Pens Pension Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
1,454
Participants Near avg headcount
87th
Percentile by assets National rank
$41,745
Avg per participant Low balance/head
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Official DOL plan name: Union Mutual Fund Pension Plan · Sponsored by Board of Trustees Union Mutual Fund Pens · New York · Retail Trade

$61M in assets, 1,454 participants

Board of Trustees Union Mutual Fund Pens's Union Mutual Fund Pension Plan reported $61M in total assets and 1,454 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,825 in Retail Trade (8,414 peers)

Where Union Mutual Fund Pension Plan sits by assets

Union Mutual Fund Pension Plan sits in the top quartile of all filed plans by assets, $61M for 1,454 participants (~$41,745/participant), up 5.0% in 2023.

#7,825
in Retail Trade (8,414 peers)
+5.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Union Mutual Fund Pension Plan's outsized position by total assets

Union Mutual Fund Pension Plan vs every filed plan by assets

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

$60,697,839 Top 13% higher than 87% 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

Union Mutual Fund Pension 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. Union Mutual Fund Pension Plan lands in the large band (1,454 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Union Mutual Fund Pension Plan reported net income rose from -$9M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Union Mutual Fund Pension Plan reported participants rose from 1,253 in the plan year 2022 filing to 1,454 in the plan year 2023 filing.
  • Union Mutual Fund Pension Plan end-of-year assets rose from $58M in the plan year 2022 filing to $61M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 226073058 · Board of Trustees Union Mutual Fund Pens PY 2023 · Defined Benefit (Pension)

Union Mutual Fund Pension Plan · $61M · 1,454 · 87th

  • BOOK $61M
  • BOOK 1,454
  • BOOK 87th
  • BOOK Defined Benefit (Pension)
  • BOOK near The Pension Plan for Employees of the Ohio National Life Insurance Company
  • BOOK ind #7825

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 Retail Trade retirement plans → · Plans in New York →

Union Mutual Fund Pension Plan in the asset neighbourhood

The Okonite Company Cash Balance Pension PlanThe Okonite Company Cash Bal…$61MGroup Pension Plan for Employees of Staple Cotton Cooperative AssociationGroup Pension Plan for Emplo…$61MUnion Mutual Fund Pension PlanUnion Mutual Fund Pension Pl…$61MThe Pension Plan for Employees of the Ohio National Life Insurance CompanyThe Pension Plan for Employe…$61MCopeland Corporation Retirement Income Plan for Employees in Collective Bargaining UnitCopeland Corporation Retirem…$61M
End-of-year total assets ($M) among Union Mutual Fund Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$61M
Net Income$3M
Employer EIN226073058
Plan Effective Date1955-11-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Union Mutual Fund Pens)

Sponsor-wide plan assets over time

All Board of Trustees Union Mutual Fund Pens plans reported in each filing year

Latest sponsor-wide plan assets
$64M 11.287411928287096% vs 2022
2024 filing year
$56M$58M$60M$62M$64M$66M 202220232024 $57.8M $64.3M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 1,253 $58M
2023 1 1,454 $61M
2024 1 1,121 $64M

Nearby Defined Benefit (Pension) Plans in New York

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

Union Mutual Fund Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Union Mutual Fund Pension Plan, Total assets ($B): 0.060697839 · Participants: 1454Union Mutual Fund Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Union Mutual Fund Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Union Mutual Fund Pension Plan side-by-side with 3 peers →

Union Mutual Fund Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is The Pension Plan for Employees of the Ohio National Life Insurance Company in OH ($61M); by covered participants it is Lake Michigan Credit Union Cash Balance Defined Benefit Plan and Trust in MI (1,454 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,454 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 Union Mutual Fund Pension Plan assets move in 2023? ▼
Union Mutual Fund Pension Plan edged up modestly - up 5.0% during 2023, from $58M to $61M. Reported net income was $3M.
How have Board of Trustees Union Mutual Fund Pens plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Union Mutual Fund Pens's sponsor-wide assets grew 11.3%, from $58M to $64M.
Where does Union Mutual Fund Pension Plan rank by assets among Form 5500 filers? ▼
Union Mutual Fund Pension Plan ranks in the 87th 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 Defined Benefit (Pension) plans are similar in size to Union Mutual Fund Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Pension Plan for Employees of the Ohio National Life Insurance Company in OH ($61M, 59 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Union Mutual Fund Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lake Michigan Credit Union Cash Balance Defined Benefit Plan and Trust in MI (1,454 participants, $43M 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 226073058.

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.