Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees of U.W.M. & M. Pension Fund Pension Plan

Data updated 2026-08-25

$220M
Total assets Near avg plan size
1,035
Participants Near avg headcount
95th
Percentile by assets National rank
$212,875
Avg per participant Above avg balance/head
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Official DOL plan name: United Wire, Metal & Machine Pension Fund · Sponsored by Board of Trustees of U.W.M. & M. Pension Fund · New York · Manufacturing

$220M in assets, 1,035 participants

Board of Trustees of U.W.M. & M. Pension Fund's United Wire, Metal & Machine Pension Fund reported $220M in total assets and 1,035 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #17,279 in Manufacturing (18,722 peers)

Where United Wire, Metal & Machine Pension Fund sits by assets

United Wire, Metal & Machine Pension Fund sits in the top 5% of all filed plans by assets, $220M for 1,035 participants (~$212,875/participant), down 1.5% in 2023.

#17,279
in Manufacturing (18,722 peers)
-1.5%
assets change YoY
2.2×
vs typical plan assets (national mean)

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.

United Wire, Metal & Machine Pension Fund's outsized position by total assets

United Wire, Metal & Machine Pension Fund vs every filed plan by assets

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

$220,325,572 Top 5% higher than 95% 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

United Wire, Metal & Machine Pension Fund's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Wire, Metal & Machine Pension Fund lands in the large band (1,035 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Wire, Metal & Machine Pension Fund reported net income rose from -$56M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • United Wire, Metal & Machine Pension Fund reported participants fell from 1,055 in the plan year 2022 filing to 1,035 in the plan year 2023 filing.
  • United Wire, Metal & Machine Pension Fund end-of-year assets fell from $224M in the plan year 2022 filing to $220M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 136596940 · Board of Trustees of U.W.M. & M. Pension Fund PY 2023 · Defined Benefit (Pension)

United Wire, Metal & Machine Pension Fund · $220M · 1,035 · 95th

  • EOY $220M
  • 5500 1,035
  • ASSETS 95th
  • PCT Defined Benefit (Pension)
  • EIN near Coca-Cola Bottling Company United, Inc. Retirement Plan
  • RANK ind #17279

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 Manufacturing retirement plans → · Plans in New York →

United Wire, Metal & Machine Pension Fund in the asset neighbourhood

The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension PlThe Phila Bakery Employers &…$221MRockford Pipe Trades Industry Pension FundRockford Pipe Trades Industr…$221MCoca-Cola Bottling Company United, Inc. Retirement PlanCoca-Cola Bottling Company U…$220MUnited Wire, Metal & Machine Pension FundUnited Wire, Metal & Machine…$220MMcasf Local 725 Pension Plan$220M
End-of-year total assets ($M) among United Wire, Metal & Machine Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$224M
Net Assets (End of Year)$220M
Net Income-$4M
Employer EIN136596940
Plan Effective Date1955-10-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees of U.W.M. & M. Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$213M 4.6886323734346% vs 2022
2024 filing year
$210M$215M$220M$225M 202220232024 $224M $213M ▼ -4.7%
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.

United Wire, Metal & Machine Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants United Wire, Metal & Machine Pension Fund, Total assets ($B): 0.220325572 · Participants: 1035United Wire, Metal & Machine Pension FundIBM 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
United Wire, Metal & Machine Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

United Wire, Metal & Machine Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Coca-Cola Bottling Company United, Inc. Retirement Plan in AL ($220M); by covered participants it is Iron Workers Pension Plan of Western Pennsylvania in PA (1,034 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,035 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 United Wire, Metal & Machine Pension Fund assets move in 2023?
United Wire, Metal & Machine Pension Fund edged down modestly - down 1.5% during 2023, from $224M to $220M. Reported net income was -$4M.
How have Board of Trustees of U.W.M. & M. Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees of U.W.M. & M. Pension Fund's sponsor-wide assets declined 4.7%, from $224M to $213M.
Where does United Wire, Metal & Machine Pension Fund rank by assets among Form 5500 filers?
United Wire, Metal & Machine Pension Fund ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to United Wire, Metal & Machine Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Coca-Cola Bottling Company United, Inc. Retirement Plan in AL ($220M, 1,208 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to United Wire, Metal & Machine Pension Fund?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Iron Workers Pension Plan of Western Pennsylvania in PA (1,034 participants, $281M in assets).