401(k) · DOL Form 5500 · 2024
Board of Trustees of the Uw of a Deferred Compensation Plan 401(k) Plan
Data updated 2026-08-25
- $100M
- Total assets Near avg plan size
- 504
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $199,146
- Avg per participant Above avg balance/head
Official DOL plan name: Utility Workers Union of America Deferred Compens Plan · Sponsored by Board of Trustees of the Uw of a Deferred Compensation Plan · Michigan · Construction
$100M in assets, 504 participants
Board of Trustees of the Uw of a Deferred Compensation Plan's Utility Workers Union of America Deferred Compens Plan reported $100M in total assets and 504 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #8,039 in Construction (9,039 peers)
Where Utility Workers Union of America Deferred Compens Plan sits by assets
Utility Workers Union of America Deferred Compens Plan sits in the top 10% of all filed plans by assets, $100M for 504 participants (~$199,146/participant), up 23.6% in 2024.
- #8,039
- in Construction (9,039 peers)
- +23.6%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Utility Workers Union of America Deferred Compens Plan's outsized position by total assets
Utility Workers Union of America Deferred Compens Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$100,369,826 Top 10% higher than 90% 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
Utility Workers Union of America Deferred Compens 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. Utility Workers Union of America Deferred Compens Plan sits mid-pack in the medium band (504 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Utility Workers Union of America Deferred Compens Plan end-of-year assets rose from $81M in the plan year 2023 filing to $100M in the plan year 2024 filing.
- Utility Workers Union of America Deferred Compens Plan reported net income fell from $19M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Utility Workers Union of America Deferred Compens Plan reported participants rose from 499 in the plan year 2023 filing to 504 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 061822042 · Board of Trustees of the Uw of a Deferred Compensation Plan PY 2024 · 401(k)
Utility Workers Union of America Deferred Compens Plan · $100M · 504 · 90th
- 5500 $100M
- ASSETS 504
- PCT 90th
- EIN 401(k)
- RANK near Rose Acre Farms Employees' 401(k) Plan
- PHOTO ind #8039
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 Construction retirement plans → · Plans in Michigan →
Utility Workers Union of America Deferred Compens Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $81M |
|---|---|
| Net Assets (End of Year) | $100M |
| Net Income | $19M |
| Employer EIN | 061822042 |
| Plan Effective Date | 2007-05-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Uw of a Deferred Compensation Plan)
Sponsor-wide plan assets over time
All Board of Trustees of the Uw of a Deferred Compensation Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $100M 62.36215490622013% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 530 | $62M |
| 2023 | 1 | 499 | $81M |
| 2024 | 1 | 504 | $100M |
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
Utility Workers Union of America Deferred Compens Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Rose Acre Farms Employees' 401(k) Plan in IN ($100M); by covered participants it is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (504 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($100M here).
- Rose Acre Farms Employees' 401(k) Plan (IN) $100M · 2,217
- Fenner Aep 401(k) Plan (TX) $100M · 833
- Conga Corporation 401(k) Plan (CO) $100M · 704
- Chs Employee Group, LLC 401(k) Retirement Plan (TN) $100M · 3,104
Similar participant headcount
Nearest other-state filings by covered participants (504 participants); asset peers above are excluded.
- University Physicians of Brooklyn, Inc. Incentive Savings Trust (NY) 504 · 0 off
- Star Leasing Company, LLC 401(k) Plan (OH) 504 · 0 off
- Dover Saddlery, Inc. 401(k) Profit Sharing Plan (MA) 504 · 0 off
- Quisitive, LLC 401(k) Plan (TX) 504 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.