Defined Benefit (Pension) · DOL Form 5500 · 2024
Pension Committee Uft & Uft Wf Employees Pension Plan Pension Plan
Data updated 2026-08-25
- $334M
- Total assets Above avg plan size
- 539
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $620,386
- Avg per participant High balance/head
Official DOL plan name: Uft & Uft Welfare Fund Employees Pension Plan · Sponsored by Pension Committee Uft & Uft Wf Employees Pension Plan · New York · Educational Services
$334M in assets, 539 participants
Pension Committee Uft & Uft Wf Employees Pension Plan's Uft & Uft Welfare Fund Employees Pension Plan reported $334M in total assets and 539 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #3,411 in Educational Services (3,638 peers)
Where Uft & Uft Welfare Fund Employees Pension Plan sits by assets
Uft & Uft Welfare Fund Employees Pension Plan sits in the top 5% of all filed plans by assets, $334M for 539 participants (~$620,386/participant), up 13.0% in 2024.
- #3,411
- in Educational Services (3,638 peers)
- +13.0%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Uft & Uft Welfare Fund Employees Pension Plan's outsized position by total assets
Uft & Uft Welfare Fund Employees Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$334,388,064 Top 4% higher than 96% 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
Uft & Uft Welfare Fund Employees Pension 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. Uft & Uft Welfare Fund Employees Pension Plan sits mid-pack in the medium band (539 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Uft & Uft Welfare Fund Employees Pension Plan end-of-year assets rose from $296M in the plan year 2023 filing to $334M in the plan year 2024 filing.
- Uft & Uft Welfare Fund Employees Pension Plan reported participants rose from 525 in the plan year 2023 filing to 539 in the plan year 2024 filing.
- Uft & Uft Welfare Fund Employees Pension Plan reported net income rose from $38M in the plan year 2023 filing to $39M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 136565160 · Pension Committee Uft & Uft Wf Employees Pension Plan PY 2024 · Defined Benefit (Pension)
Uft & Uft Welfare Fund Employees Pension Plan · $334M · 539 · 96th
- BOY $334M
- BOY 539
- BOY 96th
- BOY Defined Benefit (Pension)
- BOY near Uiu-Newspaper Guild of Greater Philadelphia Pension Fund
- BOY ind #3411
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 →
Uft & Uft Welfare Fund Employees Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $296M |
|---|---|
| Net Assets (End of Year) | $334M |
| Net Income | $39M |
| Employer EIN | 136565160 |
| Plan Effective Date | 1972-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pension Committee Uft & Uft Wf Employees Pension Plan)
Sponsor-wide plan assets over time
All Pension Committee Uft & Uft Wf Employees Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $334M 29.637875845111918% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 524 | $258M |
| 2023 | 1 | 525 | $296M |
| 2024 | 1 | 539 | $334M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Uft & Uft Welfare Fund Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Uiu-Newspaper Guild of Greater Philadelphia Pension Fund in NJ ($335M); by covered participants it is W.R. Grace & Co. Retirement Plan for Salaried Employees in MD (541 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($334M here).
Similar participant headcount
Nearest other-state filings by covered participants (539 participants); asset peers above are excluded.
- W.R. Grace & Co. Retirement Plan for Salaried Employees (MD) 541 · 2 off
- Zoological Society of San Diego Restated Pension Plan for Non-Union Employees (CA) 541 · 2 off
- Retirement Plan for Employees of Blessing Hospital (IL) 537 · 2 off
- L3harris Integrated Systems Pension Plan for Greenville Hourly Employees (FL) 537 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.