Defined Benefit (Pension) · DOL Form 5500 · 2023
Pension Committee Uft & Uft Wf Employees Pension Plan Pension Plan
Data updated 2026-08-25
- $296M
- Total assets Near avg plan size
- 525
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $563,418
- Avg per participant High balance/head
Official DOL plan name: Uft & Uft Welfare Fund Employees Pension Plan · Sponsored by Pension Committee Uft & Uft Wf Employees Pension Plan · New York · Educational Services
$296M in assets, 525 participants
Pension Committee Uft & Uft Wf Employees Pension Plan's Uft & Uft Welfare Fund Employees Pension Plan reported $296M in total assets and 525 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,502 in Educational Services (3,735 peers)
Where Uft & Uft Welfare Fund Employees Pension Plan sits by assets
Uft & Uft Welfare Fund Employees Pension Plan sits in the top 5% of all filed plans by assets, $296M for 525 participants (~$563,418/participant), up 14.7% in 2023.
- #3,502
- in Educational Services (3,735 peers)
- +14.7%
- assets growth YoY
- 3.0×
- vs typical plan assets (national mean)
Uft & Uft Welfare Fund Employees Pension Plan's outsized position by total assets
Uft & Uft Welfare Fund Employees Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$295,794,307 Top 4% higher than 96% 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
Uft & Uft Welfare Fund Employees Pension 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. Uft & Uft Welfare Fund Employees Pension Plan sits mid-pack in the medium band (525 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Uft & Uft Welfare Fund Employees Pension Plan reported net income rose from -$53M in the plan year 2022 filing to $38M in the plan year 2023 filing.
- Uft & Uft Welfare Fund Employees Pension Plan end-of-year assets rose from $258M in the plan year 2022 filing to $296M in the plan year 2023 filing.
DOL schedule card
Filing strip 136565160 · Pension Committee Uft & Uft Wf Employees Pension Plan PY 2023 · Defined Benefit (Pension)
Uft & Uft Welfare Fund Employees Pension Plan · $296M · 525 · 96th
- SCH $296M
- SCH 525
- SCH 96th
- SCH Defined Benefit (Pension)
- SCH near The Christ Hospital Pension Plan
- SCH ind #3502
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 →
Uft & Uft Welfare Fund Employees Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $258M |
|---|---|
| Net Assets (End of Year) | $296M |
| Net Income | $38M |
| Employer EIN | 136565160 |
| Plan Effective Date | 1972-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pension Committee Uft & Uft Wf Employees Pension Plan)
Sponsor-wide plan assets over time
All Pension Committee Uft & Uft Wf Employees Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $334M 29.637875845111918% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 524 | $258M |
| 2023 | 1 | 525 | $296M |
| 2024 | 1 | 539 | $334M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Uft & Uft Welfare Fund Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is The Christ Hospital Pension Plan in OH ($296M); by covered participants it is Retirement Income Plan for Selective Insurance Company of America in NJ (525 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($296M here).
- The Christ Hospital Pension Plan (OH) $296M · 1,533
- Fanuc Robotics America Retirement Plan (MI) $296M · 312
- Mondelez Global LLC Hourly Retirement Plan (IL) $296M · 866
- Galileo & Worldspan U.S. Legacy Pension Plan (GA) $296M · 328
Similar participant headcount
Nearest other-state filings by covered participants (525 participants); asset peers above are excluded.
- Retirement Income Plan for Selective Insurance Company of America (NJ) 525 · 0 off
- University Community Health System Consolidated Pension Plan (FL) 524 · 1 off
- Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust (MI) 524 · 1 off
- Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust (NC) 523 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.