Other · DOL Form 5500 · 2024
United Nations Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 265
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $193,210
- Avg per participant Above avg balance/head
Official DOL plan name: United Nations Foundation, Inc. 403(b) DC Plan · Sponsored by United Nations Foundation, Inc. · District of Columbia · Other Services
$51M in assets, 265 participants
United Nations Foundation, Inc.'s United Nations Foundation, Inc. 403(b) DC Plan reported $51M in total assets and 265 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #7,178 in Other Services (7,719 peers)
Coverage in District of Columbia
United Nations Foundation, Inc. 403(b) DC Plan covers 265 participants in District of Columbia, about 18% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $51M.
- #7,178
- in Other Services (7,719 peers)
- +16.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
United Nations Foundation, Inc. 403(b) DC Plan's outsized position by total assets
United Nations Foundation, Inc. 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$51,200,650 Top 16% higher than 84% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
United Nations Foundation, Inc. 403(b) DC Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Nations Foundation, Inc. 403(b) DC Plan sits mid-pack in the medium band (265 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Nations Foundation, Inc. 403(b) DC Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- United Nations Foundation, Inc. 403(b) DC Plan end-of-year assets fell from $56M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- United Nations Foundation, Inc. 403(b) DC Plan reported participants fell from 282 in the plan year 2023 filing to 265 in the plan year 2024 filing.
DOL schedule card
Filing strip 582368165 · United Nations Foundation, Inc. PY 2024 · Other
United Nations Foundation, Inc. 403(b) DC Plan · $51M · 265 · 84th
- RANK $51M
- PHOTO 265
- IND 84th
- EOY Other
- 5500 near The 403(b) Thrift Plan for the Advertising Council, Inc.
- ASSETS ind #7178
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 Other Services retirement plans → · Plans in District of Columbia →
United Nations Foundation, Inc. 403(b) DC Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $7M |
| Employer EIN | 582368165 |
| Plan Effective Date | 2002-01-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Nations Foundation, Inc.)
Sponsor-wide plan assets over time
All United Nations Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $174M 269.93916229253574% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 276 | $47M |
| 2023 | 1 | 282 | $56M |
| 2024 | 3 | 856 | $174M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.8B · 450,729
- Georgetown University Defined Contribution Retirement Plan $2.5B · 4,882
- American University Defined Contribution Retirement Plan $1.4B · 5,480
- Howard University Savings Plan $1.2B · 6,543
- Georgetown University Voluntary Contribution Retirement Plan $979M · 14,512
United Nations Foundation, Inc. 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is The 403(b) Thrift Plan for the Advertising Council, Inc. in NY ($51M); by covered participants it is Brodstone Memorial Hospital Tax Deferred Annuity Plan in NE (265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
- The 403(b) Thrift Plan for the Advertising Council, Inc. (NY) $51M · 171
- Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement Plan (CA) $51M · 119
- Oregon Public Broadcasting Defined Contribution Retirement Plan (OR) $51M · 208
- Sreb Retirement Plan (GA) $51M · 119
Similar participant headcount
Nearest other-state filings by covered participants (265 participants); asset peers above are excluded.
- Brodstone Memorial Hospital Tax Deferred Annuity Plan (NE) 265 · 0 off
- Old Sturbridge Village 403b DC Plan (MA) 265 · 0 off
- Family Guidance Center of Alabama 403b Plan (AL) 265 · 0 off
- Lifecare Alliance 403(b) Retirement Plan (OH) 265 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.