401(k) · DOL Form 5500 · 2024

New York State Public Employees Federation,AFL-CIO 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
99
Participants Small participant base
59th
Percentile by assets National rank
$118,204
Avg per participant Near avg balance/head
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Official DOL plan name: New York State Public Employees Federation, AFL-CIO-Union Plan · Sponsored by New York State Public Employees Federation,AFL-CIO · New York · Other Services

$12M in assets, 99 participants

New York State Public Employees Federation,AFL-CIO's New York State Public Employees Federation, AFL-CIO-Union Plan reported $12M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,923 in Other Services (7,719 peers)

New York State Public Employees Federation,AFL-CIO multi-year trail

New York State Public Employees Federation,AFL-CIO's plans moved +27.0% in assets from 2022 to 2024; this filing shows New York State Public Employees Federation, AFL-CIO-Union Plan at $12M / 99 participants.

#5,923
in Other Services (7,719 peers)
+5.4%
assets growth YoY

New York State Public Employees Federation, AFL-CIO-Union Plan's mid-pack asset rank among Other Services and all filers

New York State Public Employees Federation, AFL-CIO-Union Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,702,157 Top 41% higher than 59% of 123,620 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 2024

New York State Public Employees Federation, AFL-CIO-Union Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New York State Public Employees Federation, AFL-CIO-Union Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • New York State Public Employees Federation, AFL-CIO-Union Plan reported net income fell from $1M in the plan year 2023 filing to $693K in the plan year 2024 filing.
  • New York State Public Employees Federation, AFL-CIO-Union Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • New York State Public Employees Federation, AFL-CIO-Union Plan reported participants fell from 101 in the plan year 2023 filing to 99 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 132808635 · New York State Public Employees Federation,AFL-CIO PY 2024 · 401(k)

New York State Public Employees Federation, AFL-CIO-Union Plan · $12M · 99 · 59th

  • IND $12M
  • IND 99
  • IND 59th
  • IND 401(k)
  • IND near Bradford Health Services 401(k) Profit Sharing Pla
  • IND ind #5923

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 New York →

New York State Public Employees Federation, AFL-CIO-Union Plan in the asset neighbourhood

New York State Public Employees Federation, AFL-CIO-Union PlanNew York State Public Employ…$12MBradford Health Services 401(k) Profit Sharing PlaBradford Health Services 401…$12MMinmor Industries, LLC 401(k) PlanMinmor Industries, LLC 401(k…$12MElectra Link, Inc. 401(k) PlanElectra Link, Inc. 401(k) Pl…$12MZeco Systems, Inc. Retirement PlanZeco Systems, Inc. Retiremen…$12M
End-of-year total assets ($M) among New York State Public Employees Federation, AFL-CIO-Union Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York State Public Employees Federation,AFL-CIO multi-year asset trail

Sponsor-wide plan assets over time

All New York State Public Employees Federation,AFL-CIO plans reported in each filing year

Latest sponsor-wide plan assets
$24M 26.975312312154827% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $18.8M $23.9M ▲ +27.0%
Year Plans Participants Total Assets
2022 2 153 $19M
2023 2 150 $21M
2024 2 150 $24M

New York State Public Employees Federation,AFL-CIO filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$693K
Employer EIN132808635
Plan Effective Date2001-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

New York State Public Employees Federation, AFL-CIO-Union Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants New York State Public Employees Federation, AFL-CIO-Union Plan, Total assets ($B): 0.011702157 · Participants: 99New York State Public Employees Federation, AFL-CIO-Union PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
New York State Public Employees Federation, AFL-CIO-Union Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare New York State Public Employees Federation, AFL-CIO-Union Plan side-by-side with 3 peers →

New York State Public Employees Federation, AFL-CIO-Union Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bradford Health Services 401(k) Profit Sharing Pla in AL ($12M); by covered participants it is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did New York State Public Employees Federation, AFL-CIO-Union Plan assets move in 2024? ▼
New York State Public Employees Federation, AFL-CIO-Union Plan grew at a solid clip - up 5.4% during 2024, from $11M to $12M. Reported net income was $693K.
How have New York State Public Employees Federation,AFL-CIO plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New York State Public Employees Federation,AFL-CIO's sponsor-wide assets grew 27.0%, from $19M to $24M.
Which 401(k) plans are similar in size to New York State Public Employees Federation, AFL-CIO-Union Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bradford Health Services 401(k) Profit Sharing Pla in AL ($12M, 539 participants).
Which 401(k) plans cover a similar participant headcount to New York State Public Employees Federation, AFL-CIO-Union Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132808635.

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.