Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

United Wire, Metal & Machine Pension Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees of U.W.M. & M. Pension Fund · New York · Manufacturing

What the 2023 filing shows

United Wire, Metal & Machine Pension Fund holds $220M for 1,035 participants — about $212,875 per participant, down 1.5% over the 2023 plan year.

$220M
total plan assets (2023 EOY)
1,035
covered participants
$212,875
avg assets per participant
-1.5%
assets change YoY

The plan reported a net loss of $4M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$220M
Participants
1,035
State
Industry
Manufacturing

What the Filing Says About United Wire, Metal & Machine Pension Fund

United Wire, Metal & Machine Pension Fund is a Defined Benefit (Pension) retirement plan sponsored by Board of Trustees of U.W.M. & M. Pension Fund, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $220M in total end-of-year assets and covers 1,035 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 136596940, and the plan has been effective since 1955-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $224M at the beginning of 2023 to $220M at year-end — a decline of 1.5%. Net assets (after liabilities) closed the year at $220M, with reported net income of $-3,515,459 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$224M
Total Assets (End of Year)$220M
Net Assets (End of Year)$220M
Net Income$-3,515,459
Plan TypeDefined Benefit (Pension)
Employer EIN136596940
Plan Effective Date1955-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of U.W.M. & M. Pension Fund)

Year Plans Participants Total Assets
2022 1 1,055 $224M
2023 1 1,035 $220M
2024 1 1,030 $213M

Nearby Defined Benefit (Pension) Plans in New York

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

Frequently Asked Questions

How much money is in the United Wire, Metal & Machine Pension Fund?
As of the 2023 Form 5500 filing, United Wire, Metal & Machine Pension Fund holds $220M in total assets with 1,035 participants. It is sponsored by Board of Trustees of U.W.M. & M. Pension Fund.
What type of plan is United Wire, Metal & Machine Pension Fund?
United Wire, Metal & Machine Pension Fund is a Defined Benefit (Pension) plan. It has been effective since 1955-10-01. The plan is filed with the U.S. Department of Labor under EIN 136596940.
Who sponsors the United Wire, Metal & Machine Pension Fund?
United Wire, Metal & Machine Pension Fund is sponsored by Board of Trustees of U.W.M. & M. Pension Fund, located in New York. The sponsor's EIN is 136596940 and the plan operates in the Manufacturing industry.
How did United Wire, Metal & Machine Pension Fund perform in 2023?
United Wire, Metal & Machine Pension Fund declined by 1.5% during 2023, moving from $224M to $220M in total assets. Net income was $-3,515,459.
Where can I find official filings for United Wire, Metal & Machine Pension Fund?
Official Form 5500 filings for United Wire, Metal & Machine Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 136596940 or plan name at efast.dol.gov.
How does United Wire, Metal & Machine Pension Fund compare to other plans?
You can compare United Wire, Metal & Machine Pension Fund against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 136596940.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.