Other · DOL Form 5500 · 2024
United Nations Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $65M
- Total assets Below avg plan size
- 301
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $217,501
- Avg per participant Above avg balance/head
Official DOL plan name: United Nations Foundation, Inc. 403(b) DC Plan · Sponsored by United Nations Foundation, Inc. · District of Columbia · Other Services
$65M in assets, 301 participants
United Nations Foundation, Inc.'s United Nations Foundation, Inc. 403(b) DC Plan reported $65M in total assets and 301 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #7,293 in Other Services (7,719 peers)
Coverage in District of Columbia
United Nations Foundation, Inc. 403(b) DC Plan covers 301 participants in District of Columbia, about 21% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $65M.
- #7,293
- in Other Services (7,719 peers)
- +16.6%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
United Nations Foundation, Inc. 403(b) DC Plan's outsized position by total assets
United Nations Foundation, Inc. 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$65,467,824 Top 13% higher than 87% 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 Nations Foundation, Inc. 403(b) DC 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 Nations Foundation, Inc. 403(b) DC Plan sits mid-pack in the medium band (301 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Nations Foundation, Inc. 403(b) DC Plan end-of-year assets rose from $56M in the plan year 2023 filing to $65M in the plan year 2024 filing.
- United Nations Foundation, Inc. 403(b) DC Plan reported participants rose from 282 in the plan year 2023 filing to 301 in the plan year 2024 filing.
- United Nations Foundation, Inc. 403(b) DC Plan reported net income rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 582368165 · United Nations Foundation, Inc. PY 2024 · Other
United Nations Foundation, Inc. 403(b) DC Plan · $65M · 301 · 87th
- VS-ST $65M
- BOY 301
- SCH 87th
- EBSA Other
- PART near The Claremont Colleges, Inc. Academic Retirement Plan
- TYPE ind #7293
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 Other Services retirement plans → · Plans in District of Columbia →
United Nations Foundation, Inc. 403(b) DC Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | $9M |
| Employer EIN | 582368165 |
| Plan Effective Date | 2002-01-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Nations Foundation, Inc.)
Sponsor-wide plan assets over time
All United Nations Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $174M 269.93916229253574% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 276 | $47M |
| 2023 | 1 | 282 | $56M |
| 2024 | 3 | 856 | $174M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.8B · 450,729
- Georgetown University Defined Contribution Retirement Plan $2.5B · 4,882
- American University Defined Contribution Retirement Plan $1.4B · 5,480
- Howard University Savings Plan $1.2B · 6,543
- Georgetown University Voluntary Contribution Retirement Plan $979M · 14,512
United Nations Foundation, Inc. 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is The Claremont Colleges, Inc. Academic Retirement Plan in CA ($65M); by covered participants it is Edgewood 403(b) Plan in CA (301 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($65M here).
Similar participant headcount
Nearest other-state filings by covered participants (301 participants); asset peers above are excluded.
- Edgewood 403(b) Plan (CA) 301 · 0 off
- Marshall Browning Hospital Association Tax Deferred Annuity Plan (IL) 301 · 0 off
- California Pacific Medical Center Employee Savings Incentive Deferral Plan (Esip III) (CA) 301 · 0 off
- Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan (TX) 301 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.