Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of Union Mutual Fund Pension Plan Pension Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
1,121
Participants Near avg headcount
87th
Percentile by assets National rank
$57,399
Avg per participant Low balance/head
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Official DOL plan name: Union Mutual Fund Pension Plan · Sponsored by Board of Trustees of Union Mutual Fund Pension Plan · New York · Retail Trade

$64M in assets, 1,121 participants

Board of Trustees of Union Mutual Fund Pension Plan's Union Mutual Fund Pension Plan reported $64M in total assets and 1,121 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,448 in Retail Trade (8,048 peers)

Where Union Mutual Fund Pension Plan sits by assets

Union Mutual Fund Pension Plan sits in the top quartile of all filed plans by assets, $64M for 1,121 participants (~$57,399/participant), up 6.0% in 2024.

#7,448
in Retail Trade (8,048 peers)
+6.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Union Mutual Fund Pension Plan's outsized position by total assets

Union Mutual Fund Pension Plan vs every filed plan by assets

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

$64,343,773 Top 13% higher than 87% 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

Union Mutual Fund Pension 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. Union Mutual Fund Pension Plan lands in the large band (1,121 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Union Mutual Fund Pension Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Union Mutual Fund Pension Plan reported participants fell from 1,454 in the plan year 2023 filing to 1,121 in the plan year 2024 filing.
  • Union Mutual Fund Pension Plan end-of-year assets rose from $61M in the plan year 2023 filing to $64M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 226073058 · Board of Trustees of Union Mutual Fund Pension Plan PY 2024 · Defined Benefit (Pension)

Union Mutual Fund Pension Plan · $64M · 1,121 · 87th

  • EIN $64M
  • RANK 1,121
  • PHOTO 87th
  • IND Defined Benefit (Pension)
  • EOY near Cumberland, Md & Vicinity Building & Construction Employees Trust Fund
  • 5500 ind #7448

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 Retail Trade retirement plans → · Plans in New York →

Union Mutual Fund Pension Plan in the asset neighbourhood

Osf Saint Francis, Inc. Employees Pension PlanOsf Saint Francis, Inc. Empl…$64MUnion Mutual Fund Pension PlanUnion Mutual Fund Pension Pl…$64MCumberland, Md & Vicinity Building & Construction Employees Trust FundCumberland, Md & Vicinity Bu…$64MRogers Group Inc & Its Affiliates Retirement PlanRogers Group Inc & Its Affil…$64MPlastic Omnium - Auto Inergy Systems (USA) Pension PlanPlastic Omnium - Auto Inergy…$64M
End-of-year total assets ($M) among Union Mutual Fund Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$64M
Net Income$4M
Employer EIN226073058
Plan Effective Date1955-11-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Union Mutual Fund Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees of Union Mutual Fund Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$64M 11.287411928287096% vs 2022
2024 filing year
$56M$58M$60M$62M$64M$66M 202220232024 $57.8M $64.3M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 1,253 $58M
2023 1 1,454 $61M
2024 1 1,121 $64M

Nearby Defined Benefit (Pension) Plans in New York

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

Union Mutual Fund Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Union Mutual Fund Pension Plan, Total assets ($B): 0.064343773 · Participants: 1121Union Mutual Fund Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Union Mutual Fund Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Union Mutual Fund Pension Plan side-by-side with 3 peers →

Union Mutual Fund Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Cumberland, Md & Vicinity Building & Construction Employees Trust Fund in MD ($64M); by covered participants it is Unitypoint Health Central Illinois Pension Plan in IL (1,120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,121 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 Union Mutual Fund Pension Plan assets move in 2024? ▼
Union Mutual Fund Pension Plan grew at a solid clip - up 6.0% during 2024, from $61M to $64M. Reported net income was $4M.
How have Board of Trustees of Union Mutual Fund Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Union Mutual Fund Pension Plan's sponsor-wide assets grew 11.3%, from $58M to $64M.
Where does Union Mutual Fund Pension Plan rank by assets among Form 5500 filers? ▼
Union Mutual Fund Pension Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Union Mutual Fund Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cumberland, Md & Vicinity Building & Construction Employees Trust Fund in MD ($64M, 217 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Union Mutual Fund Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Unitypoint Health Central Illinois Pension Plan in IL (1,120 participants, $264M 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 226073058.

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.