Defined Benefit (Pension) · DOL Form 5500 · 2024

Pension Committee Uft & Uft Wf Employees Pension Plan Pension Plan

Data updated 2026-08-06

$334M
Total assets
539
Participants
96th
Percentile by assets
$620,386
Avg per participant
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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.

  • 96th percentile by assets (of 116,472 plans)
  • #2,748 in Educational Services (2,960 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.

$334M
total plan assets (2024 EOY)
539
covered participants
96th
percentile by assets (of 116,472 plans)
$620,386
avg assets per participant

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.

See the national 2023→2024 release diff →

State
New York
Industry
Educational Services

Uft & Uft Welfare Fund Employees Pension Plan vs the 2024 asset distribution

By assets, Uft & Uft Welfare Fund Employees Pension Plan outranks 96% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.3x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$296M
Net Assets (End of Year)$334M
Net Income$39M
Employer EIN136565160
Plan Effective Date1972-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pension Committee Uft & Uft Wf Employees Pension Plan)

$250M$300M$350M 202220232024 $258M $334M ▲ +29.6%
Total plan assets by year, all Pension Committee Uft & Uft Wf Employees Pension Plan plans on file
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.

Uft & Uft Welfare Fund Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Uft & Uft Welfare Fund Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Uft & Uft Welfare Fu…IBM Personal Pension…1199seiu Health Care…Consolidated Edison …Pfizer Consolidated …GE Energy Pension Plan
Uft & Uft Welfare Fund Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Uft & Uft Welfare Fund Employees Pension… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Uft & Uft Welfare Fund Employees Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Uft & Uft Welfare Fund Employees Pension Plan assets move in 2024? ▼
Uft & Uft Welfare Fund Employees Pension Plan grew at a solid clip - up 13.0% during 2024, from $296M to $334M. Reported net income was $39M.
How have Pension Committee Uft & Uft Wf Employees Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pension Committee Uft & Uft Wf Employees Pension Plan's sponsor-wide assets grew 29.6%, from $258M to $334M.
Where does Uft & Uft Welfare Fund Employees Pension Plan rank by assets among Form 5500 filers? ▼
Uft & Uft Welfare Fund Employees Pension Plan ranks in the 96th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Uft & Uft Welfare Fund Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Uiu-Newspaper Guild of Greater Philadelphia Pension Fund in NJ ($335M, 27 participants).

Next read for Uft & Uft Welfare Fund Employees Pension…

Scale reading

Ways to act on Uft & Uft Welfare Fund Employees Pension Plan's numbers.

  • By total assets, Uft & Uft Welfare Fund Employees Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Pension Committee Uft & Uft Wf Employees Pension Plan's sponsor-wide assets have grown 29.6% since 2022 across 3 plan years on file. More Educational Services plans

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 136565160.

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.