Defined Benefit (Pension) · DOL Form 5500 · 2023

Union Settlement Association, Inc. Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
21
Participants Small participant base
56th
Percentile by assets National rank
$416,323
Avg per participant High balance/head
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Official DOL plan name: Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. · Sponsored by Union Settlement Association, Inc. · New York · Healthcare & Social Assistance

$9M in assets, 21 participants

Union Settlement Association, Inc.'s Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. reported $9M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,837 in Healthcare & Social Assistance (17,684 peers)

Union Settlement Association, Inc. multi-year trail

Union Settlement Association, Inc.'s plans moved +22.0% in assets from 2022 to 2024; this filing shows Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. at $9M / 21 participants.

#10,837
in Healthcare & Social Assistance (17,684 peers)
+5.4%
assets growth YoY

Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. vs every filed plan by assets

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

$8,742,777 Top 44% higher than 56% 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

Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. reported net income rose from -$3M in the plan year 2022 filing to $451K in the plan year 2023 filing.
  • Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 131632530 · Union Settlement Association, Inc. PY 2023 · Defined Benefit (Pension)

Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. · $9M · 21 · 56th

  • 5500 $9M
  • ASSETS 21
  • PCT 56th
  • EIN Defined Benefit (Pension)
  • RANK near Vvf Illinois Services, LLC Labor Pension Plan
  • PHOTO ind #10837

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. in the asset neighbourhood

Noritake Co., Inc. Pension PlanNoritake Co., Inc. Pension P…$9MDefined Benefit Pension Plan for Employees of Union Settlement Association, Inc.Defined Benefit Pension Plan…$9MVvf Illinois Services, LLC Labor Pension PlanVvf Illinois Services, LLC L…$9MPrinting Local 72 Industry Pension PlanPrinting Local 72 Industry P…$9MBliley Technologies, Inc. Pension PlanBliley Technologies, Inc. Pe…$9M
End-of-year total assets ($M) among Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Union Settlement Association, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Union Settlement Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 21.960765280850254% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13.1M $16M ▲ +22.0%
Year Plans Participants Total Assets
2022 2 300 $13M
2023 2 240 $14M
2024 2 240 $16M

Union Settlement Association, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$451K
Employer EIN131632530
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc., Total assets ($B): 0.008742777 · Participants: 21Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc.IBM 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
Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. side-by-side with 3 peers →

Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Vvf Illinois Services, LLC Labor Pension Plan in KS ($9M); by covered participants it is New York Water Service Corporation Pension Plan in NJ (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. assets move in 2023? ▼
Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc. grew at a solid clip - up 5.4% during 2023, from $8M to $9M. Reported net income was $451K.
How have Union Settlement Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Settlement Association, Inc.'s sponsor-wide assets grew 22.0%, from $13M to $16M.
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Vvf Illinois Services, LLC Labor Pension Plan in KS ($9M, 15 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Pension Plan for Employees of Union Settlement Association, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Water Service Corporation Pension Plan in NJ (21 participants, $24M 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 131632530.

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.