401(k) · DOL Form 5500 · 2024
United Federation of Teachers and Uft Welfare Fund 401(k) Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 491
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $122,865
- Avg per participant Near avg balance/head
Official DOL plan name: United Federation of Teachers and Uft Welfare Fund 401(k) Plan · Sponsored by United Federation of Teachers and Uft Welfare Fund · New York · Educational Services
$60M in assets, 491 participants
United Federation of Teachers and Uft Welfare Fund's United Federation of Teachers and Uft Welfare Fund 401(k) Plan reported $60M in total assets and 491 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #2,732 in Educational Services (3,638 peers)
Where United Federation of Teachers and Uft Welfare Fund 401(k) Plan sits by assets
United Federation of Teachers and Uft Welfare Fund 401(k) Plan sits in the top quartile of all filed plans by assets, $60M for 491 participants (~$122,865/participant), up 10.4% in 2024.
- #2,732
- in Educational Services (3,638 peers)
- +10.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
United Federation of Teachers and Uft Welfare Fund 401(k) Plan's outsized position by total assets
United Federation of Teachers and Uft Welfare Fund 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$60,326,584 Top 14% higher than 86% 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 Fund 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. United Federation of Teachers and Uft Welfare Fund 401(k) Plan sits mid-pack in the medium band (491 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Federation of Teachers and Uft Welfare Fund 401(k) Plan reported participants rose from 413 in the plan year 2023 filing to 491 in the plan year 2024 filing.
- United Federation of Teachers and Uft Welfare Fund 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- United Federation of Teachers and Uft Welfare Fund 401(k) Plan end-of-year assets rose from $55M in the plan year 2023 filing to $60M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 133545716 · United Federation of Teachers and Uft Welfare Fund PY 2024 · 401(k)
United Federation of Teachers and Uft Welfare Fund 401(k) Plan · $60M · 491 · 86th
- TYPE $60M
- TYPE 491
- TYPE 86th
- TYPE 401(k)
- TYPE near Vestmark, Inc 401(k) Plan
- TYPE ind #2732
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 Fund 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | $6M |
| Employer EIN | 133545716 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Federation of Teachers and Uft Welfare Fund)
Sponsor-wide plan assets over time
All United Federation of Teachers and 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 Fund 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Vestmark, Inc 401(k) Plan in MA ($60M); by covered participants it is T a Group 401(k) Retirement Plan in OH (491 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
- Vestmark, Inc 401(k) Plan (MA) $60M · 395
- Fcc Associates' Retirement Plan (IN) $60M · 1,099
- Piedmont 401(k) Plan (GA) $60M · 150
- N-Ask, Inc. 401(k) Plan (VA) $60M · 106
Similar participant headcount
Nearest other-state filings by covered participants (491 participants); asset peers above are excluded.
- T a Group 401(k) Retirement Plan (OH) 491 · 0 off
- Anniversary Holding Company 401(k) Plan (LA) 491 · 0 off
- Cream-O-Land Dairy, Inc. 401(k) Plan (NJ) 491 · 0 off
- Parking & Transportation Management Services Inc. 401(k) Plan (WA) 491 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.