Defined Benefit (Pension) · DOL Form 5500 · 2023

The Union League Club Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
14
Participants Small participant base
47th
Percentile by assets National rank
$402,554
Avg per participant High balance/head
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Official DOL plan name: Employees' Retirement Plan of the Union League Club · Sponsored by The Union League Club · New York · Food Services & Accommodation

$6M in assets, 14 participants

The Union League Club's Employees' Retirement Plan of the Union League Club reported $6M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,040 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Employees' Retirement Plan of the Union League Club ranks #3,040 of 3,828 2023 filers by assets (347% of the sector average)-$6M for 14 participants.

#3,040
in Food Services & Accommodation (3,828 peers)
+9.1%
assets growth YoY

Employees' Retirement Plan of the Union League Club's mid-pack asset rank among Food Services & Accommodation and all filers

Employees' Retirement Plan of the Union League Club vs every filed plan by assets

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

$5,635,760 47th percentile higher than 47% 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

Employees' Retirement Plan of the Union League Club among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees' Retirement Plan of the Union League Club is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employees' Retirement Plan of the Union League Club reported net income rose from -$2M in the plan year 2022 filing to $468K in the plan year 2023 filing.
  • Employees' Retirement Plan of the Union League Club reported participants fell from 16 in the plan year 2022 filing to 14 in the plan year 2023 filing.
  • Employees' Retirement Plan of the Union League Club end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131423100 · The Union League Club PY 2023 · Defined Benefit (Pension)

Employees' Retirement Plan of the Union League Club · $6M · 14 · 47th

  • NET $6M
  • BOOK 14
  • VS-ST 47th
  • BOY Defined Benefit (Pension)
  • SCH near International Association of Bridge, Structural, Ornamental & Reinforcing Ironworkers L.U. No. 79 Pension Fund
  • EBSA ind #3040

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 Food Services & Accommodation retirement plans → · Plans in New York →

Employees' Retirement Plan of the Union League Club in the asset neighbourhood

International Longshoremens Association Pension PlanInternational Longshoremens …$6MEmployees' Retirement Plan of the Union League ClubEmployees' Retirement Plan o…$6MInternational Association of Bridge, Structural, Ornamental & Reinforcing Ironworkers L.U. No. 79 Pension FundInternational Association of…$6MKar Products Retirement Income PlanKar Products Retirement Inco…$6MHz II LLC Cash Balance Pension PlanHz II LLC Cash Balance Pensi…$6M
End-of-year total assets ($M) among Employees' Retirement Plan of the Union League Club and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$468K
Employer EIN131423100
Plan Effective Date1957-01-01
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 Defined Benefit (Pension) Plans in New York

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

Employees' Retirement Plan of the Union League Club vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Employees' Retirement Plan of the Union League Club, Total assets ($B): 0.00563576 · Participants: 14Employees' Retirement Plan of the Union League ClubIBM 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
Employees' Retirement Plan of the Union League Club vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Employees' Retirement Plan of the Union League Club side-by-side with 3 peers →

Employees' Retirement Plan of the Union League Club's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is International Association of Bridge, Structural, Ornamental & Reinforcing Ironworkers L.U. No. 79 Pension Fund in VA ($6M); by covered participants it is Pottsville Republican Inc. Pension Plan in PA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Employees' Retirement Plan of the Union League Club assets move in 2023? ▼
Employees' Retirement Plan of the Union League Club grew at a solid clip - up 9.1% during 2023, from $5M to $6M. Reported net income was $468K.
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 Defined Benefit (Pension) plans are similar in size to Employees' Retirement Plan of the Union League Club? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is International Association of Bridge, Structural, Ornamental & Reinforcing Ironworkers L.U. No. 79 Pension Fund in VA ($6M, 128 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employees' Retirement Plan of the Union League Club? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pottsville Republican Inc. Pension Plan in PA (14 participants, N/A 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.