401(k) · DOL Form 5500 · 2024

The Union League Club 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
129
Participants Small participant base
57th
Percentile by assets National rank
$82,193
Avg per participant Below avg balance/head
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Official DOL plan name: The Union League Club 401(k) Plan · Sponsored by The Union League Club · New York · Other Services

$11M in assets, 129 participants

The Union League Club's The Union League Club 401(k) Plan reported $11M in total assets and 129 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,817 in Other Services (7,719 peers)

Coverage in New York

The Union League Club 401(k) Plan covers 129 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $11M.

#5,817
in Other Services (7,719 peers)
+9.9%
assets growth YoY

The Union League Club 401(k) Plan's mid-pack asset rank among Other Services and all filers

The Union League Club 401(k) Plan vs every filed plan by assets

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

$10,602,949 Top 43% higher than 57% 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

The Union League Club 401(k) 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. The Union League Club 401(k) Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Union League Club 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $954K in the plan year 2024 filing.
  • The Union League Club 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • The Union League Club 401(k) Plan reported participants rose from 120 in the plan year 2023 filing to 129 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 131423100 · The Union League Club PY 2024 · 401(k)

The Union League Club 401(k) Plan · $11M · 129 · 57th

  • TYPE $11M
  • TYPE 129
  • TYPE 57th
  • TYPE 401(k)
  • TYPE near The Havana National Bank 401(k) Thrift and Savings Plan
  • TYPE ind #5817

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 New York →

The Union League Club 401(k) Plan in the asset neighbourhood

The Union League Club 401(k) PlanThe Union League Club 401(k)…$11MThe Havana National Bank 401(k) Thrift and Savings PlanThe Havana National Bank 401…$11MMadison Wood Preservers, Inc. Profit Sharing 401(k) PlanMadison Wood Preservers, Inc…$11MQuinault Nation Enterprise Board 401(k) Plan & TrustQuinault Nation Enterprise B…$11MZealandia Holding Company, Inc. 401(k) PlanZealandia Holding Company, I…$11M
End-of-year total assets ($M) among The Union League Club 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$954K
Employer EIN131423100
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Union League Club)

Sponsor-wide plan assets over time

All The Union League Club plans reported in each filing year

Latest sponsor-wide plan assets
$16M 23.89162389422215% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13.2M $16.3M ▲ +23.9%
Year Plans Participants Total Assets
2022 2 115 $13M
2023 2 134 $15M
2024 2 141 $16M

Nearby 401(k) Plans in New York

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

The Union League Club 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Union League Club 401(k) Plan, Total assets ($B): 0.010602949 · Participants: 129The Union League Club 401(k) PlanIBM 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
The Union League Club 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Union League Club 401(k) Plan side-by-side with 3 peers →

The Union League Club 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Havana National Bank 401(k) Thrift and Savings Plan in IL ($11M); by covered participants it is Howard's Appliances 401(k) Plan in CA (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 The Union League Club 401(k) Plan assets move in 2024? ▼
The Union League Club 401(k) Plan grew at a solid clip - up 9.9% during 2024, from $10M to $11M. Reported net income was $954K.
How have The Union League Club plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Union League Club's sponsor-wide assets grew 23.9%, from $13M to $16M.
Which 401(k) plans are similar in size to The Union League Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Havana National Bank 401(k) Thrift and Savings Plan in IL ($11M, 50 participants).
Which 401(k) plans cover a similar participant headcount to The Union League Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Howard's Appliances 401(k) Plan in CA (129 participants, $1M 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 131423100.

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.