Defined Benefit (Pension) · DOL Form 5500 · 2024
U a Local Union Officers & Employees Pension Fund Pension Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 2,018
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $626,533
- Avg per participant High balance/head
Official DOL plan name: United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan · Sponsored by U a Local Union Officers & Employees Pension Fund · Maryland · Finance & Insurance
$1.3B in assets, 2,018 participants
U a Local Union Officers & Employees Pension Fund's United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan reported $1.3B in total assets and 2,018 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #8,346 in Finance & Insurance (8,549 peers)
Coverage in Maryland
United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan covers 2,018 participants in Maryland, 2.2x the typical Maryland plan (state average ~929 per filing). Assets: $1.3B.
- #8,346
- in Finance & Insurance (8,549 peers)
- +6.5%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan's outsized position by total assets
United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,264,342,730 Top 1% higher than 99% 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 Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan lands in the large band (2,018 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan reported net income fell from $88M in the plan year 2023 filing to $77M in the plan year 2024 filing.
- United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan reported participants rose from 1,846 in the plan year 2023 filing to 2,018 in the plan year 2024 filing.
- United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan end-of-year assets rose from $1.2B in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 521178032 · U a Local Union Officers & Employees Pension Fund PY 2024 · Defined Benefit (Pension)
United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan · $1.3B · 2,018 · 99th
- TYPE $1.3B
- NET 2,018
- BOOK 99th
- VS-ST Defined Benefit (Pension)
- BOY near American Family Pension Plan
- SCH ind #8346
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 Maryland →
United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $77M |
| Employer EIN | 521178032 |
| Plan Effective Date | 1966-12-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (U a Local Union Officers & Employees Pension Fund)
Sponsor-wide plan assets over time
All U a Local Union Officers & Employees Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 14.991310700560096% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,768 | $1.1B |
| 2023 | 1 | 1,846 | $1.2B |
| 2024 | 1 | 2,018 | $1.3B |
Nearby Defined Benefit (Pension) Plans in Maryland
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Electrical Benefit Fund $20.4B · 332,362
- Lockheed Martin Corporation Salaried Employee Retirement Program $18.3B · 18,014
- Bakery & Confectionery Union & Industry International Pension Fund $6.6B · 14,954
- National Automatic Sprinkler Industry Pension Fund $4.8B · 15,964
- Major League Baseball Players Pension Plan $4.8B · 1,091
United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Maryland, the nearest Defined Benefit (Pension) by assets is American Family Pension Plan in WI ($1.3B); by covered participants it is Triad Defined Benefit Pension Plan in NM (2,018 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- American Family Pension Plan (WI) $1.3B · 11,032
- Martin Marietta Pension Plan (NC) $1.3B · 8,664
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan (OR) $1.3B · 3,464
- Wa State Plumbing and Pipefitting Industry Pension Plan (WA) $1.3B · 5,058
Similar participant headcount
Nearest other-state filings by covered participants (2,018 participants); asset peers above are excluded.
- Triad Defined Benefit Pension Plan (NM) 2,018 · 0 off
- Sheet Metal Workers Local Union No. 28 Pension Fund (NY) 2,021 · 3 off
- Northwestern Memorial Hospital Employees' Pension Plan (IL) 2,012 · 6 off
- Globe Life Inc. Pension Plan (TX) 2,024 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.