401(k) · DOL Form 5500 · 2023

Board of Trustees of Local 74 U.S.W.U 401(k) Savings Plan 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
711
Participants Below avg headcount
61st
Percentile by assets National rank
$15,977
Avg per participant Low balance/head
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Official DOL plan name: Local 74 U.S.W.U. 401(k) Savings Plan · Sponsored by Board of Trustees of Local 74 U.S.W.U 401(k) Savings Plan · New York · Finance & Insurance

$11M in assets, 711 participants

Board of Trustees of Local 74 U.S.W.U 401(k) Savings Plan's Local 74 U.S.W.U. 401(k) Savings Plan reported $11M in total assets and 711 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,085 in Finance & Insurance (8,869 peers)

Board of Trustees of Local 74 U.S.W.U 401(k) Savings Plan multi-year trail

Board of Trustees of Local 74 U.S.W.U 401(k) Savings Plan's plans moved +40.5% in assets from 2022 to 2024; this filing shows Local 74 U.S.W.U. 401(k) Savings Plan at $11M / 711 participants.

#4,085
in Finance & Insurance (8,869 peers)
+19.7%
assets growth YoY

Local 74 U.S.W.U. 401(k) Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Local 74 U.S.W.U. 401(k) Savings Plan vs every filed plan by assets

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

$11,359,508 Top 39% higher than 61% 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

Local 74 U.S.W.U. 401(k) Savings 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. Local 74 U.S.W.U. 401(k) Savings Plan sits mid-pack in the medium band (711 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Local 74 U.S.W.U. 401(k) Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Local 74 U.S.W.U. 401(k) Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Local 74 U.S.W.U. 401(k) Savings Plan reported participants fell from 766 in the plan year 2022 filing to 711 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 272570808 · Board of Trustees of Local 74 U.S.W.U 401(k) Savings Plan PY 2023 · 401(k)

Local 74 U.S.W.U. 401(k) Savings Plan · $11M · 711 · 61st

  • TYPE $11M
  • TYPE 711
  • TYPE 61st
  • TYPE 401(k)
  • TYPE near Southpoint Bank 401(k) Employee Stock Ownership Plan
  • TYPE ind #4085

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 New York →

Local 74 U.S.W.U. 401(k) Savings Plan in the asset neighbourhood

Local 74 U.S.W.U. 401(k) Savings PlanLocal 74 U.S.W.U. 401(k) Sav…$11MSouthpoint Bank 401(k) Employee Stock Ownership PlanSouthpoint Bank 401(k) Emplo…$11MGreater Lakes Mental Healthcare 401(k) Retirement PlanGreater Lakes Mental Healthc…$11MTorrance Orthopedic & Sports Medicine Group 401 (K) Profit Sharing PlanTorrance Orthopedic & Sports…$11MThern, Inc. Retirement Plan$11M
End-of-year total assets ($M) among Local 74 U.S.W.U. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Board of Trustees of Local 74 U.S.W.U 401(k) Savings Plan multi-year asset trail

Sponsor-wide plan assets over time

All Board of Trustees of Local 74 U.S.W.U 401(k) Savings Plan plans reported in each filing year

Latest sponsor-wide plan assets
$13M 40.50607398354282% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.49M $13.3M ▲ +40.6%
Year Plans Participants Total Assets
2022 1 766 $9M
2023 1 711 $11M
2024 1 676 $13M

Board of Trustees of Local 74 U.S.W.U 401(k) Savings Plan filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN272570808
Plan Effective Date2010-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Local 74 U.S.W.U. 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Local 74 U.S.W.U. 401(k) Savings Plan, Total assets ($B): 0.011359508 · Participants: 711Local 74 U.S.W.U. 401(k) Savings 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
Local 74 U.S.W.U. 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Local 74 U.S.W.U. 401(k) Savings Plan side-by-side with 3 peers →

Local 74 U.S.W.U. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Southpoint Bank 401(k) Employee Stock Ownership Plan in AL ($11M); by covered participants it is Frontline Education 401(k) Plan in PA (711 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (711 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 Local 74 U.S.W.U. 401(k) Savings Plan assets move in 2023? ▼
Local 74 U.S.W.U. 401(k) Savings Plan grew sharply - up 19.7% during 2023, from $9M to $11M. Reported net income was $2M.
How have Board of Trustees of Local 74 U.S.W.U 401(k) Savings Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 74 U.S.W.U 401(k) Savings Plan's sponsor-wide assets grew 40.5%, from $9M to $13M.
Which 401(k) plans are similar in size to Local 74 U.S.W.U. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southpoint Bank 401(k) Employee Stock Ownership Plan in AL ($11M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Local 74 U.S.W.U. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontline Education 401(k) Plan in PA (711 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 272570808.

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.