401(k) · DOL Form 5500 · 2023

Board of Trustees of United Workers Pension Fund 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets: 389
Participants Below avg headcount: 70th
Percentile by assets National rank: $45,000
Avg per participant Low balance/head

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Official DOL plan name: United Workers Pension Fund · Sponsored by Board of Trustees of United Workers Pension Fund · New York · Retail Trade

$18M in assets, 389 participants

Board of Trustees of United Workers Pension Fund's United Workers Pension Fund reported $18M in total assets and 389 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

#6,795 in Retail Trade (8,414 peers)

Coverage in New York

United Workers Pension Fund covers 389 participants in New York, about 49% of the average New York filer (state average ~798 per filing). Assets: $18M.

#6,795
in Retail Trade (8,414 peers): +29.2%
assets growth YoY

United Workers Pension Fund's outsized position by total assets

United Workers Pension Fund vs every filed plan by assets

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

$17,505,022 Top 30% higher than 70% 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 Workers Pension Fund 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 Workers Pension Fund sits mid-pack in the medium band (389 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 Workers Pension Fund reported net income rose from -$810K in the plan year 2022 filing to $4M in the plan year 2023 filing.
United Workers Pension Fund reported participants fell from 649 in the plan year 2022 filing to 389 in the plan year 2023 filing.
United Workers Pension Fund end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 841655235 · Board of Trustees of United Workers Pension Fund PY 2023 · 401(k)

United Workers Pension Fund · $18M · 389 · 70th

RANK $18M
RANK 389
RANK 70th
RANK 401(k)
RANK near Red Dot Corporation 401(k) Plan
RANK ind #6795

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 Retail Trade retirement plans → · Plans in New York →

End-of-year total assets ($M) among United Workers Pension Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$17M
Net Income	$4M
Employer EIN	841655235
Plan Effective Date	2004-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees of United Workers Pension Fund)

Latest sponsor-wide plan assets: $22M 59.186139626783884% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	649	$14M
2023	1	389	$18M
2024	1	389	$22M

Nearby 401(k) Plans in New York

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

United Workers Pension Fund 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 Workers Pension Fund side-by-side with 3 peers →

United Workers Pension Fund's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Red Dot Corporation 401(k) Plan in WA ($18M); by covered participants it is Dura Bond Retirement Savings Plan in PA (389 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Red Dot Corporation 401(k) Plan (WA) $18M · 354
Welia Health 401(k) Retirement Savings Plan (MN) $18M · 560
Russell Lands 401(k) Retirement Savings/Profit Sharing Plan (AL) $18M · 606
Golden Svcs, LLC 401(k) Plan & Trust (TN) $18M · 647

Similar participant headcount

Nearest other-state filings by covered participants (389 participants); asset peers above are excluded.

Dura Bond Retirement Savings Plan (PA) 389 · 0 off
Thoughtspot Inc 401(k) Profit Sharing Plan & Trust (CA) 389 · 0 off
Tribute Home Care, LLC 401(k) Profit Sharing Plan & Trust (MA) 389 · 0 off
Gcs 401(k) Plan (TX) 389 · 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 Workers Pension Fund assets move in 2023? ▼

United Workers Pension Fund grew sharply - up 29.2% during 2023, from $14M to $18M. Reported net income was $4M.

How have Board of Trustees of United Workers Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees of United Workers Pension Fund's sponsor-wide assets grew 59.2%, from $14M to $22M.

Which 401(k) plans are similar in size to United Workers Pension Fund? ▼

Among 401(k) plans in other states, the closest by assets is Red Dot Corporation 401(k) Plan in WA ($18M, 354 participants).

Which 401(k) plans cover a similar participant headcount to United Workers Pension Fund? ▼

Among 401(k) plans in other states, the closest by covered participants is Dura Bond Retirement Savings Plan in PA (389 participants, $27M 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 841655235.