Defined Benefit (Pension) · DOL Form 5500 · 2024

Union Settlement Association, Inc. Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
13
Participants Small participant base
55th
Percentile by assets National rank
$744,760
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Defined Benefit Pension Plan of the Union Settlement Association · Sponsored by Union Settlement Association, Inc. · New York · Healthcare & Social Assistance

$10M in assets, 13 participants

Union Settlement Association, Inc.'s Defined Benefit Pension Plan of the Union Settlement Association reported $10M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,233 in Healthcare & Social Assistance (16,916 peers)

Union Settlement Association, Inc. multi-year trail

Union Settlement Association, Inc.'s plans moved +22.0% in assets from 2022 to 2024; this filing shows Defined Benefit Pension Plan of the Union Settlement Association at $10M / 13 participants.

#10,233
in Healthcare & Social Assistance (16,916 peers)
+10.7%
assets growth YoY

Defined Benefit Pension Plan of the Union Settlement Association's mid-pack asset rank among Healthcare & Social Assistance and all filers

Defined Benefit Pension Plan of the Union Settlement Association vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,681,878 Top 45% higher than 55% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Defined Benefit Pension Plan of the Union Settlement Association among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Defined Benefit Pension Plan of the Union Settlement Association is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Defined Benefit Pension Plan of the Union Settlement Association reported net income rose from $451K in the plan year 2023 filing to $930K in the plan year 2024 filing.
  • Defined Benefit Pension Plan of the Union Settlement Association reported participants fell from 21 in the plan year 2023 filing to 13 in the plan year 2024 filing.
  • Defined Benefit Pension Plan of the Union Settlement Association end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 131632530 · Union Settlement Association, Inc. PY 2024 · Defined Benefit (Pension)

Defined Benefit Pension Plan of the Union Settlement Association · $10M · 13 · 55th

  • RANK $10M
  • PHOTO 13
  • IND 55th
  • EOY Defined Benefit (Pension)
  • 5500 near Guy C. Lee Manufacturing Company Defined Benefit Pension Plan
  • ASSETS ind #10233

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Defined Benefit Pension Plan of the Union Settlement Association in the asset neighbourhood

Hourly Employees Defined Benefit Pension PlanHourly Employees Defined Ben…$10MDefined Benefit Pension Plan of the Union Settlement AssociationDefined Benefit Pension Plan…$10MGuy C. Lee Manufacturing Company Defined Benefit Pension PlanGuy C. Lee Manufacturing Com…$10MUnited Hardware Distributing Co. Non-Union Employees' Pension Plan and TrustUnited Hardware Distributing…$10MRetirement Plan for Drivers of Commercial Distributing Company IncRetirement Plan for Drivers …$10M
End-of-year total assets ($M) among Defined Benefit Pension Plan of the Union Settlement Association and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Union Settlement Association, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Union Settlement Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 21.960765280850254% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13.1M $16M ▲ +22.0%
Year Plans Participants Total Assets
2022 2 300 $13M
2023 2 240 $14M
2024 2 240 $16M

Union Settlement Association, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$930K
Employer EIN131632530
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Defined Benefit Pension Plan of the Union Settlement Association vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Defined Benefit Pension Plan of the Union Settlement Association, Total assets ($B): 0.009681878 · Participants: 13Defined Benefit Pension Plan of the Union Settlement AssociationIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Defined Benefit Pension Plan of the Union Settlement Association vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Defined Benefit Pension Plan of the Union Settlement Association side-by-side with 3 peers →

Defined Benefit Pension Plan of the Union Settlement Association's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Guy C. Lee Manufacturing Company Defined Benefit Pension Plan in NC ($10M); by covered participants it is National Federation of Independent Business Retirement Plan in TN (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Defined Benefit Pension Plan of the Union Settlement Association assets move in 2024? ▼
Defined Benefit Pension Plan of the Union Settlement Association grew at a solid clip - up 10.7% during 2024, from $9M to $10M. Reported net income was $930K.
How have Union Settlement Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Settlement Association, Inc.'s sponsor-wide assets grew 22.0%, from $13M to $16M.
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Pension Plan of the Union Settlement Association? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Guy C. Lee Manufacturing Company Defined Benefit Pension Plan in NC ($10M, 71 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Pension Plan of the Union Settlement Association? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is National Federation of Independent Business Retirement Plan in TN (13 participants, N/A in assets).

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 131632530.

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.