401(k) · DOL Form 5500 · 2024
Board of Trustees of Local 74 U.S.W.U 401(k) Savings Plan 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 676
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $19,728
- Avg per participant Low balance/head
Official DOL plan name: Local 74 U.S.W.U. 401(k) Savings Plan · Sponsored by Board of Trustees of Local 74 U.S.W.U 401(k) Savings Plan · New York · Finance & Insurance
$13M in assets, 676 participants
Board of Trustees of Local 74 U.S.W.U 401(k) Savings Plan's Local 74 U.S.W.U. 401(k) Savings Plan reported $13M in total assets and 676 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #3,924 in Finance & Insurance (8,549 peers)
Board of Trustees of Local 74 U.S.W.U 401(k) Savings Plan multi-year trail
Board of Trustees of Local 74 U.S.W.U 401(k) Savings Plan's plans moved +40.5% in assets from 2022 to 2024; this filing shows Local 74 U.S.W.U. 401(k) Savings Plan at $13M / 676 participants.
- #3,924
- in Finance & Insurance (8,549 peers)
- +17.4%
- assets growth YoY
Local 74 U.S.W.U. 401(k) Savings Plan's mid-pack asset rank among Finance & Insurance and all filers
Local 74 U.S.W.U. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,335,853 Top 38% higher than 62% 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
Local 74 U.S.W.U. 401(k) 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. Local 74 U.S.W.U. 401(k) Savings Plan sits mid-pack in the medium band (676 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Local 74 U.S.W.U. 401(k) Savings Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Local 74 U.S.W.U. 401(k) Savings Plan reported participants fell from 711 in the plan year 2023 filing to 676 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 272570808 · Board of Trustees of Local 74 U.S.W.U 401(k) Savings Plan PY 2024 · 401(k)
Local 74 U.S.W.U. 401(k) Savings Plan · $13M · 676 · 62nd
- BOOK $13M
- VS-ST 676
- BOY 62nd
- SCH 401(k)
- EBSA near Blackberry Farm 401(k) Savings Plan
- PART ind #3924
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 →
Local 74 U.S.W.U. 401(k) Savings Plan in the asset neighbourhood
Board of Trustees of Local 74 U.S.W.U 401(k) Savings Plan multi-year asset trail
Sponsor-wide plan assets over time
All Board of Trustees of Local 74 U.S.W.U 401(k) Savings Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 40.50607398354282% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 766 | $9M |
| 2023 | 1 | 711 | $11M |
| 2024 | 1 | 676 | $13M |
Board of Trustees of Local 74 U.S.W.U 401(k) Savings Plan filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 272570808 |
| Plan Effective Date | 2010-04-01 |
| Filing Status | FILING RECEIVED |
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
Local 74 U.S.W.U. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Blackberry Farm 401(k) Savings Plan in TN ($13M); by covered participants it is Granite Group Wholesalers Profit Sharing Plan & Trust in NH (676 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Blackberry Farm 401(k) Savings Plan (TN) $13M · 913
- R.T. Vanderbilt Holding Company, Inc. Hourly Employee 401(k) Savings Plan (CT) $13M · 152
- Tarco, Inc. 401(k) Plan (AR) $13M · 54
- Retirement Unlimited 401(k) Plan (VA) $13M · 2,258
Similar participant headcount
Nearest other-state filings by covered participants (676 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.