401(k) · DOL Form 5500 · 2024
United Nations Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $159M
- Total assets Near avg plan size
- 712
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $222,949
- Avg per participant Above avg balance/head
Official DOL plan name: United Nations Federal Credit Union 401(k) Plan and Trust · Sponsored by United Nations Federal Credit Union · New York · Finance & Insurance
$159M in assets, 712 participants
United Nations Federal Credit Union's United Nations Federal Credit Union 401(k) Plan and Trust reported $159M in total assets and 712 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,626 in Finance & Insurance (8,549 peers)
Where United Nations Federal Credit Union 401(k) Plan and Trust sits by assets
United Nations Federal Credit Union 401(k) Plan and Trust sits in the top 10% of all filed plans by assets, $159M for 712 participants (~$222,949/participant), up 12.5% in 2024.
- #7,626
- in Finance & Insurance (8,549 peers)
- +12.5%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
United Nations Federal Credit Union 401(k) Plan and Trust's outsized position by total assets
United Nations Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$158,739,736 Top 7% higher than 93% 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 Federal Credit Union 401(k) Plan and Trust 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 Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (712 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Nations Federal Credit Union 401(k) Plan and Trust reported net income fell from $24M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- United Nations Federal Credit Union 401(k) Plan and Trust reported participants rose from 632 in the plan year 2023 filing to 712 in the plan year 2024 filing.
- United Nations Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $141M in the plan year 2023 filing to $159M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 131628594 · United Nations Federal Credit Union PY 2024 · 401(k)
United Nations Federal Credit Union 401(k) Plan and Trust · $159M · 712 · 93rd
- RANK $159M
- RANK 712
- RANK 93rd
- RANK 401(k)
- RANK near Basic Retirement Savings Plan
- RANK ind #7626
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 Nations Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $141M |
|---|---|
| Net Assets (End of Year) | $159M |
| Net Income | $18M |
| Employer EIN | 131628594 |
| Plan Effective Date | 1984-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Nations Federal Credit Union)
Sponsor-wide plan assets over time
All United Nations Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $303M 36.80977327644464% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,137 | $222M |
| 2023 | 2 | 1,187 | $274M |
| 2024 | 2 | 1,338 | $303M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
United Nations Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Basic Retirement Savings Plan in CA ($159M); by covered participants it is Suncoke 401(k) Plan in IL (712 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($159M here).
- Basic Retirement Savings Plan (CA) $159M · 831
- Walsh Group 401(k) and Profit Sharing Plan for Union and Non-Union Employees (OR) $159M · 437
- Health Catalyst, Inc. 401(k) Plan (UT) $159M · 1,315
- City Electric Supply Employee Savings Plan (TX) $159M · 4,241
Similar participant headcount
Nearest other-state filings by covered participants (712 participants); asset peers above are excluded.
- Suncoke 401(k) Plan (IL) 712 · 0 off
- Staar Surgical Company 401(k) Plan (CA) 712 · 0 off
- Newcomer Funeral Service Group Retirement Plan (KS) 712 · 0 off
- Premier Transportation Employee Retirement Savings 401(k) Plan (GA) 712 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.