401(k) · DOL Form 5500 · 2024

Union Settlement Association, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
227
Participants Below avg headcount
46th
Percentile by assets National rank
$27,754
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Union Settlement Association · Sponsored by Union Settlement Association, Inc. · New York · Healthcare & Social Assistance

$6M in assets, 227 participants

Union Settlement Association, Inc.'s 403(b) Thrift Plan of Union Settlement Association reported $6M in total assets and 227 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,520 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

403(b) Thrift Plan of Union Settlement Association covers 227 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $6M.

#8,520
in Healthcare & Social Assistance (16,916 peers)
+13.9%
assets growth YoY

403(b) Thrift Plan of Union Settlement Association's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Union Settlement Association vs every filed plan by assets

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

$6,300,179 46th percentile higher than 46% 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

403(b) Thrift Plan of Union Settlement Association 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. 403(b) Thrift Plan of Union Settlement Association sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan of Union Settlement Association reported net income rose from $504K in the plan year 2023 filing to $769K in the plan year 2024 filing.
  • 403(b) Thrift Plan of Union Settlement Association end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • 403(b) Thrift Plan of Union Settlement Association reported participants rose from 219 in the plan year 2023 filing to 227 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 131632530 · Union Settlement Association, Inc. PY 2024 · 401(k)

403(b) Thrift Plan of Union Settlement Association · $6M · 227 · 46th

  • SCH $6M
  • EBSA 227
  • PART 46th
  • TYPE 401(k)
  • NET near Swant-Graber Retirement Plan
  • BOOK ind #8520

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

403(b) Thrift Plan of Union Settlement Association in the asset neighbourhood

403(b) Thrift Plan of Union Settlement Association403(b) Thrift Plan of Union …$6MSwant-Graber Retirement Plan$6MMetropolitan Nephrology Associates, P.C. 401(k) Profit Sharing PlanMetropolitan Nephrology Asso…$6MChapin & Bangs Union 401(k) PlanChapin & Bangs Union 401(k) …$6MForus 401(k)$6M
End-of-year total assets ($M) among 403(b) Thrift Plan of Union Settlement Association and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$769K
Employer EIN131632530
Plan Effective Date2011-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Settlement Association, Inc.)

Sponsor-wide plan assets over time

All Union Settlement Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 21.960765280850254% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13.1M $16M ▲ +22.0%
Year Plans Participants Total Assets
2022 2 300 $13M
2023 2 240 $14M
2024 2 240 $16M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan of Union Settlement Association vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants 403(b) Thrift Plan of Union Settlement Association, Total assets ($B): 0.006300179 · Participants: 227403(b) Thrift Plan of Union Settlement AssociationIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
403(b) Thrift Plan of Union Settlement Association vs. nearby 401(k) plans in New York, assets vs. participants
Compare 403(b) Thrift Plan of Union Settlement Association side-by-side with 3 peers →

403(b) Thrift Plan of Union Settlement Association's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Swant-Graber Retirement Plan in WI ($6M); by covered participants it is Its-Sprinturf Holdings, LLC Retirement Plan in SC (227 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (227 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 403(b) Thrift Plan of Union Settlement Association assets move in 2024? ▼
403(b) Thrift Plan of Union Settlement Association grew at a solid clip - up 13.9% during 2024, from $6M to $6M. Reported net income was $769K.
How have Union Settlement Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Settlement Association, Inc.'s sponsor-wide assets grew 22.0%, from $13M to $16M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Union Settlement Association? ▼
Among 401(k) plans in other states, the closest by assets is Swant-Graber Retirement Plan in WI ($6M, 42 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Union Settlement Association? ▼
Among 401(k) plans in other states, the closest by covered participants is Its-Sprinturf Holdings, LLC Retirement Plan in SC (227 participants, N/A 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 131632530.

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.