401(k) · DOL Form 5500 · 2024
United Federation of Teachers and the Uft Welfare Fund 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 208
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $186,019
- Avg per participant Above avg balance/head
Official DOL plan name: United Federation of Teachers and Uft Welfare Deferred Compensation Plan · Sponsored by United Federation of Teachers and the Uft Welfare Fund · New York · Educational Services
$39M in assets, 208 participants
United Federation of Teachers and the Uft Welfare Fund's United Federation of Teachers and Uft Welfare Deferred Compensation Plan reported $39M in total assets and 208 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #2,442 in Educational Services (3,638 peers)
Coverage in New York
United Federation of Teachers and Uft Welfare Deferred Compensation Plan covers 208 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $39M.
- #2,442
- in Educational Services (3,638 peers)
- +2.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
United Federation of Teachers and Uft Welfare Deferred Compensation Plan's outsized position by total assets
United Federation of Teachers and Uft Welfare Deferred Compensation Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,691,861 Top 19% higher than 81% 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
United Federation of Teachers and Uft Welfare Deferred Compensation 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. United Federation of Teachers and Uft Welfare Deferred Compensation Plan sits mid-pack in the medium band (208 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Federation of Teachers and Uft Welfare Deferred Compensation Plan reported net income fell from $5M in the plan year 2023 filing to $986K in the plan year 2024 filing.
- United Federation of Teachers and Uft Welfare Deferred Compensation Plan end-of-year assets rose from $38M in the plan year 2023 filing to $39M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 133545716 · United Federation of Teachers and the Uft Welfare Fund PY 2024 · 401(k)
United Federation of Teachers and Uft Welfare Deferred Compensation Plan · $39M · 208 · 81st
- 5500 $39M
- 5500 208
- 5500 81st
- 5500 401(k)
- 5500 near M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees
- 5500 ind #2442
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 Educational Services retirement plans → · Plans in New York →
United Federation of Teachers and Uft Welfare Deferred Compensation Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $986K |
| Employer EIN | 133545716 |
| Plan Effective Date | 1985-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Federation of Teachers and the Uft Welfare Fund)
Sponsor-wide plan assets over time
All United Federation of Teachers and the Uft Welfare Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $99M 23.063612980708164% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 639 | $80M |
| 2023 | 2 | 621 | $92M |
| 2024 | 2 | 699 | $99M |
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
United Federation of Teachers and Uft Welfare Deferred Compensation Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees in MN ($39M); by covered participants it is Discovery Living, Inc. 401(k) Plan in IA (208 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees (MN) $39M · 2,347
- Houzz 401(k) Plan (CA) $39M · 553
- Protos Security 401(k) Plan (CT) $39M · 6,093
- Tencate Protective Fabrics Savings Plan (GA) $39M · 400
Similar participant headcount
Nearest other-state filings by covered participants (208 participants); asset peers above are excluded.
- Discovery Living, Inc. 401(k) Plan (IA) 208 · 0 off
- Corvesta, Inc. New Comparability Cash or Deferred Profit Sharing Plan (VA) 208 · 0 off
- Corticare, Inc. 401(k) Plan (CA) 208 · 0 off
- Vytex Corporation 401(k) Plan (MD) 208 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.