401(k) · DOL Form 5500 · 2023

United Federation of Teachers and Uft Welfare Fund 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size: 413
Participants Below avg headcount: 86th
Percentile by assets National rank: $132,302
Avg per participant Near avg balance/head

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Official DOL plan name: United Federation of Teachers and Uft Welfare Fund 401(k) Plan · Sponsored by United Federation of Teachers and Uft Welfare Fund · New York · Educational Services

$55M in assets, 413 participants

United Federation of Teachers and Uft Welfare Fund's United Federation of Teachers and Uft Welfare Fund 401(k) Plan reported $55M in total assets and 413 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

#2,826 in Educational Services (3,735 peers)

Where United Federation of Teachers and Uft Welfare Fund 401(k) Plan sits by assets

United Federation of Teachers and Uft Welfare Fund 401(k) Plan sits in the top quartile of all filed plans by assets, $55M for 413 participants (~$132,302/participant), up 13.6% in 2023.

#2,826
in Educational Services (3,735 peers): +13.6%
assets growth YoY: 0.5×
vs typical plan assets (national mean)

United Federation of Teachers and Uft Welfare Fund 401(k) Plan's outsized position by total assets

United Federation of Teachers and Uft Welfare Fund 401(k) Plan vs every filed plan by assets

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

$54,640,522 Top 14% higher than 86% 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 Federation of Teachers and Uft Welfare Fund 401(k) 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 Federation of Teachers and Uft Welfare Fund 401(k) Plan sits mid-pack in the medium band (413 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

United Federation of Teachers and Uft Welfare Fund 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
United Federation of Teachers and Uft Welfare Fund 401(k) Plan end-of-year assets rose from $48M in the plan year 2022 filing to $55M in the plan year 2023 filing.
United Federation of Teachers and Uft Welfare Fund 401(k) Plan reported participants fell from 425 in the plan year 2022 filing to 413 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133545716 · United Federation of Teachers and Uft Welfare Fund PY 2023 · 401(k)

United Federation of Teachers and Uft Welfare Fund 401(k) Plan · $55M · 413 · 86th

VS-ST $55M
VS-ST 413
VS-ST 86th
VS-ST 401(k)
VS-ST near Timber Products Co. 401(k) Plan
VS-ST ind #2826

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 New York →

End-of-year total assets ($M) among United Federation of Teachers and Uft Welfare Fund 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$48M
Net Assets (End of Year)	$55M
Net Income	$7M
Employer EIN	133545716
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (United Federation of Teachers and Uft Welfare Fund)

Latest sponsor-wide plan assets: $99M 23.063612980708164% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	639	$80M
2023	2	621	$92M
2024	2	699	$99M

Nearby 401(k) Plans in New York

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

United Federation of Teachers and Uft Welfare Fund 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare United Federation of Teachers and Uft Welfare Fund 401(k) Plan side-by-side with 3 peers →

United Federation of Teachers and Uft Welfare Fund 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Timber Products Co. 401(k) Plan in OR ($55M); by covered participants it is Menholt Automotive Group 401(k) Plan in MT (413 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Timber Products Co. 401(k) Plan (OR) $55M · 709
Dentons Durham Jones Pinegar P.C. 401(k) Retirement Savings Plan (UT) $55M · 153
Central Bank 401(k) Profit Sharing Plan (UT) $55M · 277
Roth Capital Partners, LLC 401(k) Plan (CA) $55M · 213

Similar participant headcount

Nearest other-state filings by covered participants (413 participants); asset peers above are excluded.

Menholt Automotive Group 401(k) Plan (MT) 413 · 0 off
Bmac Retirement Plan (AZ) 413 · 0 off
Az Pet Vet Holding LLC 401(k) Plan (AZ) 413 · 0 off
2seventy Bio, Inc. 401(k) Plan (MA) 413 · 0 off

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 Federation of Teachers and Uft Welfare Fund 401(k) Plan assets move in 2023? ▼

United Federation of Teachers and Uft Welfare Fund 401(k) Plan grew at a solid clip - up 13.6% during 2023, from $48M to $55M. Reported net income was $7M.

How have United Federation of Teachers and Uft Welfare Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), United Federation of Teachers and Uft Welfare Fund's sponsor-wide assets grew 23.1%, from $80M to $99M.

Where does United Federation of Teachers and Uft Welfare Fund 401(k) Plan rank by assets among Form 5500 filers? ▼

United Federation of Teachers and Uft Welfare Fund 401(k) Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to United Federation of Teachers and Uft Welfare Fund 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Timber Products Co. 401(k) Plan in OR ($55M, 709 participants).

Which 401(k) plans cover a similar participant headcount to United Federation of Teachers and Uft Welfare Fund 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Menholt Automotive Group 401(k) Plan in MT (413 participants, $17M 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 133545716.