Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees United Optical Pension Plan
Data updated 2026-08-25
- $127K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 7th
- Percentile by assets National rank
Official DOL plan name: United Optical Workers Local 408 Pension Fund · Sponsored by Board of Trustees United Optical · New York · Finance & Insurance
$127K in assets, N/A participants
Board of Trustees United Optical's United Optical Workers Local 408 Pension Fund reported $127K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 7th 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.
- #327 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
United Optical Workers Local 408 Pension Fund holds $127K for N/A participants, among the smaller plans by assets on file.
- #327
- in Finance & Insurance (8,549 peers)
- +6.8%
- assets growth YoY
United Optical Workers Local 408 Pension Fund among the smaller filed plans by assets
United Optical Workers Local 408 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$127,108 7th percentile higher than 7% 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Optical Workers Local 408 Pension Fund reported net income rose from -$20K in the plan year 2023 filing to $8K in the plan year 2024 filing.
- United Optical Workers Local 408 Pension Fund end-of-year assets rose from $119K in the plan year 2023 filing to $127K in the plan year 2024 filing.
DOL schedule card
Filing strip 131913618 · Board of Trustees United Optical PY 2024 · Defined Benefit (Pension)
United Optical Workers Local 408 Pension Fund · $127K · N/A · 7th
- IND $127K
- IND N/A
- IND 7th
- IND Defined Benefit (Pension)
- IND near James Walker Mfg. Co. Union Pension Plan
- IND ind #327
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 Finance & Insurance retirement plans → · Plans in New York →
United Optical Workers Local 408 Pension Fund in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $119K |
|---|---|
| Net Assets (End of Year) | $119K |
| Net Income | $8K |
| Employer EIN | 131913618 |
| Plan Effective Date | 1959-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees United Optical)
Sponsor-wide plan assets over time
All Board of Trustees United Optical plans reported in each filing year
- Latest sponsor-wide plan assets
- $127K 8.834794084317128% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $139K |
| 2023 | 1 | N/A | $119K |
| 2024 | 1 | N/A | $127K |
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 $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
United Optical Workers Local 408 Pension Fund's closest out-of-state Defined Benefit (Pension) peers by assets
Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is James Walker Mfg. Co. Union Pension Plan in IL at $123K (this filing: $127K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($127K here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.