401(k) · DOL Form 5500 · 2023

The Union League Club 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
120
Participants Small participant base
58th
Percentile by assets National rank
$80,404
Avg per participant Below avg balance/head
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Official DOL plan name: The Union League Club 401(k) Plan · Sponsored by The Union League Club · New York · Other Services

$10M in assets, 120 participants

The Union League Club's The Union League Club 401(k) Plan reported $10M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,947 in Other Services (7,857 peers)

Coverage in New York

The Union League Club 401(k) Plan covers 120 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $10M.

#5,947
in Other Services (7,857 peers)
+20.7%
assets growth YoY

The Union League Club 401(k) Plan's mid-pack asset rank among Other Services and all filers

The Union League Club 401(k) Plan vs every filed plan by assets

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

$9,648,511 Top 42% higher than 58% 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

The Union League Club 401(k) Plan 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. The Union League Club 401(k) Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Union League Club 401(k) Plan reported net income rose from -$863K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Union League Club 401(k) Plan reported participants rose from 99 in the plan year 2022 filing to 120 in the plan year 2023 filing.
  • The Union League Club 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 131423100 · The Union League Club PY 2023 · 401(k)

The Union League Club 401(k) Plan · $10M · 120 · 58th

  • NET $10M
  • BOOK 120
  • VS-ST 58th
  • BOY 401(k)
  • SCH near Alpha Teknova Inc. 401(k) Profit Sharing Plan
  • EBSA ind #5947

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 →

The Union League Club 401(k) Plan in the asset neighbourhood

The Union League Club 401(k) PlanThe Union League Club 401(k)…$10MAlpha Teknova Inc. 401(k) Profit Sharing PlanAlpha Teknova Inc. 401(k) Pr…$10MEyesight Holding Co., LLC 401(k) PlanEyesight Holding Co., LLC 40…$10MQuick Med Claims, LLC 401(k) Profit Sharing PlanQuick Med Claims, LLC 401(k)…$10MDiamond Materials 401(k) Plan$10M
End-of-year total assets ($M) among The Union League Club 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN131423100
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Union League Club)

Sponsor-wide plan assets over time

All The Union League Club plans reported in each filing year

Latest sponsor-wide plan assets
$16M 23.89162389422215% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13.2M $16.3M ▲ +23.9%
Year Plans Participants Total Assets
2022 2 115 $13M
2023 2 134 $15M
2024 2 141 $16M

Nearby 401(k) Plans in New York

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

The Union League Club 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Union League Club 401(k) Plan, Total assets ($B): 0.009648511 · Participants: 120The Union League Club 401(k) PlanIBM 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
The Union League Club 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Union League Club 401(k) Plan side-by-side with 3 peers →

The Union League Club 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Alpha Teknova Inc. 401(k) Profit Sharing Plan in CA ($10M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (120 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 The Union League Club 401(k) Plan assets move in 2023? ▼
The Union League Club 401(k) Plan grew sharply - up 20.7% during 2023, from $8M to $10M. Reported net income was $2M.
How have The Union League Club plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Union League Club's sponsor-wide assets grew 23.9%, from $13M to $16M.
Which 401(k) plans are similar in size to The Union League Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alpha Teknova Inc. 401(k) Profit Sharing Plan in CA ($10M, 290 participants).
Which 401(k) plans cover a similar participant headcount to The Union League Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southgroup 401(k) Plan in MS (120 participants, $13M 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 131423100.

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.