401(k) · DOL Form 5500 · 2024
UAW Retiree Medical Benefits Trust 401(k) Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 114
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $277,130
- Avg per participant High balance/head
Official DOL plan name: UAW Retiree Medical Benefits Trust Savings Plan · Sponsored by UAW Retiree Medical Benefits Trust · Michigan · Other Services
$32M in assets, 114 participants
UAW Retiree Medical Benefits Trust's UAW Retiree Medical Benefits Trust Savings Plan reported $32M in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #6,880 in Other Services (7,719 peers)
Coverage in Michigan
UAW Retiree Medical Benefits Trust Savings Plan covers 114 participants in Michigan, about 18% of the average Michigan filer (state average ~638 per filing). Assets: $32M.
- #6,880
- in Other Services (7,719 peers)
- +10.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
UAW Retiree Medical Benefits Trust Savings Plan's outsized position by total assets
UAW Retiree Medical Benefits Trust Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,592,807 Top 22% higher than 78% 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
UAW Retiree Medical Benefits Trust Savings 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. UAW Retiree Medical Benefits Trust Savings Plan sits mid-pack in the medium band (114 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- UAW Retiree Medical Benefits Trust Savings Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- UAW Retiree Medical Benefits Trust Savings Plan end-of-year assets rose from $29M in the plan year 2023 filing to $32M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 900424876 · UAW Retiree Medical Benefits Trust PY 2024 · 401(k)
UAW Retiree Medical Benefits Trust Savings Plan · $32M · 114 · 78th
- NET $32M
- NET 114
- NET 78th
- NET 401(k)
- NET near Stradley, Ronon, Stevens & Young, LLP Retirement Plan II
- NET ind #6880
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 Michigan →
UAW Retiree Medical Benefits Trust Savings Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $3M |
| Employer EIN | 900424876 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (UAW Retiree Medical Benefits Trust)
Sponsor-wide plan assets over time
All UAW Retiree Medical Benefits Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 35.64710824042432% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 111 | $23M |
| 2023 | 1 | 114 | $29M |
| 2024 | 1 | 114 | $32M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
UAW Retiree Medical Benefits Trust Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Stradley, Ronon, Stevens & Young, LLP Retirement Plan II in PA ($32M); by covered participants it is Falls Community Hospital 401(k) Plan in TX (114 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Stradley, Ronon, Stevens & Young, LLP Retirement Plan II (PA) $32M · 165
- Acella Pharmaceuticals, LLC 401(k) Profit Sharing (GA) $32M · 575
- Unipres 401(k) Retirement Plan (TN) $32M · 587
- Furst-Mcness 401(k) Plan (IL) $32M · 286
Similar participant headcount
Nearest other-state filings by covered participants (114 participants); asset peers above are excluded.
- Falls Community Hospital 401(k) Plan (TX) 114 · 0 off
- Southeast Milk Inc. 401(k) Profit Sharing Plan (FL) 114 · 0 off
- Window World of Baton Rouge 401(k) Plan (LA) 114 · 0 off
- Mypoint Credit Union 401(k) Plan (CA) 114 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.