Other · DOL Form 5500 · 2023
United Negro College Fund, Inc. Retirement Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 262
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $149,173
- Avg per participant Above avg balance/head
Official DOL plan name: United Negro College Fund DC Retirement Plan · Sponsored by United Negro College Fund, Inc. · District of Columbia · Educational Services
$39M in assets, 262 participants
United Negro College Fund, Inc.'s United Negro College Fund DC Retirement Plan reported $39M in total assets and 262 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,584 in Educational Services (3,735 peers)
Coverage in District of Columbia
United Negro College Fund DC Retirement Plan covers 262 participants in District of Columbia, about 18% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $39M.
- #2,584
- in Educational Services (3,735 peers)
- +13.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
United Negro College Fund DC Retirement Plan's outsized position by total assets
United Negro College Fund DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$39,083,297 Top 17% higher than 83% 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 Negro College Fund DC Retirement 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. United Negro College Fund DC Retirement Plan sits mid-pack in the medium band (262 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Negro College Fund DC Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- United Negro College Fund DC Retirement Plan end-of-year assets rose from $34M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- United Negro College Fund DC Retirement Plan reported participants rose from 249 in the plan year 2022 filing to 262 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 131624241 · United Negro College Fund, Inc. PY 2023 · Other
United Negro College Fund DC Retirement Plan · $39M · 262 · 83rd
- NET $39M
- NET 262
- NET 83rd
- NET Other
- NET near Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan
- NET ind #2584
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 Educational Services retirement plans → · Plans in District of Columbia →
United Negro College Fund DC Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $5M |
| Employer EIN | 131624241 |
| Plan Effective Date | 1955-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Negro College Fund, Inc.)
Sponsor-wide plan assets over time
All United Negro College Fund, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 28.909120960060513% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 249 | $34M |
| 2023 | 1 | 262 | $39M |
| 2024 | 1 | 423 | $44M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.6B · 431,907
- Georgetown University Defined Contribution Retirement Plan $2.2B · 4,981
- American University Defined Contribution Retirement Plan $1.3B · 2,668
- Howard University Savings Plan $1.1B · 6,611
- Georgetown University Voluntary Contribution Retirement Plan $865M · 15,030
United Negro College Fund DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan in NC ($39M); by covered participants it is 403(b) Thrift Plan for Employees of Refocus, Inc. in RI (262 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (262 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.