Defined Benefit (Pension) · DOL Form 5500 · 2024

United Association General Officers and Employees Pension Fund Board O Pension Plan

Data updated 2026-08-25

$209M
Total assets Near avg plan size
146
Participants Small participant base
94th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: United Association General Officers and Employees Pension Fund · Sponsored by United Association General Officers and Employees Pension Fund Board O · Maryland · Other Services

$209M in assets, 146 participants

United Association General Officers and Employees Pension Fund Board O's United Association General Officers and Employees Pension Fund reported $209M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,594 in Other Services (7,719 peers)

Coverage in Maryland

United Association General Officers and Employees Pension Fund covers 146 participants in Maryland, about 16% of the average Maryland filer (state average ~929 per filing). Assets: $209M.

#7,594
in Other Services (7,719 peers)
+5.7%
assets growth YoY
2.1×
vs typical plan assets (national mean)

United Association General Officers and Employees Pension Fund's outsized position by total assets

United Association General Officers and Employees Pension Fund vs every filed plan by assets

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

$208,674,169 Top 6% higher than 94% 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

United Association General Officers and Employees Pension Fund 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 Association General Officers and Employees Pension Fund sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Association General Officers and Employees Pension Fund reported net income fell from $14M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • United Association General Officers and Employees Pension Fund end-of-year assets rose from $197M in the plan year 2023 filing to $209M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 526134634 · United Association General Officers and Employees Pension Fund Board O PY 2024 · Defined Benefit (Pension)

United Association General Officers and Employees Pension Fund · $209M · 146 · 94th

  • 5500 $209M
  • ASSETS 146
  • PCT 94th
  • EIN Defined Benefit (Pension)
  • RANK near IBEW Local No. 100 Pension Plan
  • PHOTO ind #7594

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 Maryland →

United Association General Officers and Employees Pension Fund in the asset neighbourhood

Local 584 Pension Trust Fund$209MArnold & Porter Cash Balance Plan and TrustArnold & Porter Cash Balance…$209MRetirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its AffiliatesRetirement Plan for the Bott…$209MUnited Association General Officers and Employees Pension FundUnited Association General O…$209MIBEW Local No. 100 Pension PlanIBEW Local No. 100 Pension P…$209M
End-of-year total assets ($M) among United Association General Officers and Employees Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$197M
Net Assets (End of Year)$208M
Net Income$11M
Employer EIN526134634
Plan Effective Date1953-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Association General Officers and Employees Pension Fund Board O)

Sponsor-wide plan assets over time

All United Association General Officers and Employees Pension Fund Board O plans reported in each filing year

Latest sponsor-wide plan assets
$209M 13.752581929509313% vs 2022
2024 filing year
$180M$190M$200M$210M$220M 202220232024 $183M $209M ▲ +13.7%
Year Plans Participants Total Assets
2022 1 140 $183M
2023 1 146 $197M
2024 1 146 $209M

Nearby Defined Benefit (Pension) Plans in Maryland

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

United Association General Officers and Employees Pension Fund vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -50510152025 Total assets ($B) Participants United Association General Officers and Employees Pension Fund, Total assets ($B): 0.208674169 · Participants: 146United Association General Officers and Employees Pension FundNational Electrical Benefit Fund, Total assets ($B): 20.376060206 · Participants: 332362National Electrical Benefit FundLockheed Martin Corporation Salaried Employee Retirement Program, Total assets ($B): 18.271295253 · Participants: 18014Lockheed Martin Corporation Salaried Employee Retirement ProgramBakery & Confectionery Union & Industry International Pension Fund, Total assets ($B): 6.575836095 · Participants: 14954Bakery & Confectionery Union & Industry International Pension FundNational Automatic Sprinkler Industry Pension Fund, Total assets ($B): 4.765198925 · Participants: 15964National Automatic Sprinkler Industry Pension FundMajor League Baseball Players Pension Plan, Total assets ($B): 4.76226641 · Participants: 1091Major League Baseball Players Pension Plan
United Association General Officers and Employees Pension Fund vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants
Compare United Association General Officers and Employees Pension Fund side-by-side with 3 peers →

United Association General Officers and Employees Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Maryland, the nearest Defined Benefit (Pension) by assets is IBEW Local No. 100 Pension Plan in CA ($209M); by covered participants it is Anesthesia Associates of Boise, P.a. Cash Balance Plan in ID (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 United Association General Officers and Employees Pension Fund assets move in 2024? ▼
United Association General Officers and Employees Pension Fund grew at a solid clip - up 5.7% during 2024, from $197M to $209M. Reported net income was $11M.
How have United Association General Officers and Employees Pension Fund Board O plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Association General Officers and Employees Pension Fund Board O's sponsor-wide assets grew 13.8%, from $183M to $209M.
Where does United Association General Officers and Employees Pension Fund rank by assets among Form 5500 filers? ▼
United Association General Officers and Employees Pension Fund ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to United Association General Officers and Employees Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is IBEW Local No. 100 Pension Plan in CA ($209M, 975 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to United Association General Officers and Employees Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Anesthesia Associates of Boise, P.a. Cash Balance Plan in ID (146 participants, $16M 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 526134634.

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.