401(k) · DOL Form 5500 · 2024

Board of Trustees of United Workers Pension Fund 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
389
Participants Below avg headcount
72nd
Percentile by assets National rank
$55,456
Avg per participant Low balance/head
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Official DOL plan name: United Workers Pension Fund · Sponsored by Board of Trustees of United Workers Pension Fund · New York · Retail Trade

$22M in assets, 389 participants

Board of Trustees of United Workers Pension Fund's United Workers Pension Fund reported $22M in total assets and 389 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,592 in Retail Trade (8,048 peers)

Coverage in New York

United Workers Pension Fund covers 389 participants in New York, about 49% of the average New York filer (state average ~798 per filing). Assets: $22M.

#6,592
in Retail Trade (8,048 peers)
+23.2%
assets growth YoY

United Workers Pension Fund's outsized position by total assets

United Workers Pension Fund vs every filed plan by assets

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

$21,572,288 Top 28% higher than 72% 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

United Workers Pension Fund 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. United Workers Pension Fund sits mid-pack in the medium band (389 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Workers Pension Fund end-of-year assets rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • United Workers Pension Fund reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 841655235 · Board of Trustees of United Workers Pension Fund PY 2024 · 401(k)

United Workers Pension Fund · $22M · 389 · 72nd

  • IND $22M
  • IND 389
  • IND 72nd
  • IND 401(k)
  • IND near Rural Wisconsin Health Cooperative Retirement Savings Plan
  • IND ind #6592

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 →

United Workers Pension Fund in the asset neighbourhood

United Workers Pension Fund$22MRural Wisconsin Health Cooperative Retirement Savings PlanRural Wisconsin Health Coope…$22MDallas Renal Group PA 401(k) Profit Sharing Plan & TrustDallas Renal Group PA 401(k)…$22MTiber-Ventures Inc. 401(k) Retirement PlanTiber-Ventures Inc. 401(k) R…$22MRed Stone Equity Partners, LLC 401(k) PlanRed Stone Equity Partners, L…$22M
End-of-year total assets ($M) among United Workers Pension Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN841655235
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of United Workers Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of United Workers Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$22M 59.186139626783884% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.6M $21.6M ▲ +59.2%
Year Plans Participants Total Assets
2022 1 649 $14M
2023 1 389 $18M
2024 1 389 $22M

Nearby 401(k) Plans in New York

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

United Workers Pension Fund vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants United Workers Pension Fund, Total assets ($B): 0.021572288 · Participants: 389United Workers Pension FundIBM 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
United Workers Pension Fund vs. nearby 401(k) plans in New York, assets vs. participants
Compare United Workers Pension Fund side-by-side with 3 peers →

United Workers Pension Fund's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Rural Wisconsin Health Cooperative Retirement Savings Plan in WI ($22M); by covered participants it is Ems Linq Inc 401(k) Profit Sharing Plan in NC (389 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (389 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 United Workers Pension Fund assets move in 2024? ▼
United Workers Pension Fund grew sharply - up 23.2% during 2024, from $18M to $22M. Reported net income was $4M.
How have Board of Trustees of United Workers Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of United Workers Pension Fund's sponsor-wide assets grew 59.2%, from $14M to $22M.
Which 401(k) plans are similar in size to United Workers Pension Fund? ▼
Among 401(k) plans in other states, the closest by assets is Rural Wisconsin Health Cooperative Retirement Savings Plan in WI ($22M, 73 participants).
Which 401(k) plans cover a similar participant headcount to United Workers Pension Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Ems Linq Inc 401(k) Profit Sharing Plan in NC (389 participants, $19M 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 841655235.

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.