Pension Fund for the Employees of Ufw of retirement plan: assets, participants and fees
What Pension Fund for the Employees of Ufw of's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Ufw Pension Fund a | 2023 Schedule C ↗ |
| Independent auditor | Rogoff & Company PC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 7 pension plans with fewer than 100 participants.
| Pension Fund for the Employees of Ufw of: employer contribution per participant | $2,501 | |
| Peer median | $18,750 |
| Pension Fund for the Employees of Ufw of: average balance | $84,360 | |
| Peer median | $165,878 |
| Pension Fund for the Employees of Ufw of: admin expenses ÷ assets | 1.44% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $775K at the end of plan year 2021 to $7.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 91 | $7.7M | $228K | $2,501 | 1.44% | Not published | Form 5500 ↗ |
| 2023 | 92 | $7.6M | $239K | $2,594 | 4.07% | Not published | Form 5500 ↗ |
| 2022 | 92 | -$424K | $243K | $2,643 | 96.01% | Not published | Form 5500 ↗ |
| 2021 | 95 | $775K | $248K | $2,611 | 8.34% | Not published | Form 5500 ↗ |
Common questions
Does Pension Fund for the Employees of Ufw of match 401(k) contributions?
The match terms for the Pension Fund for the Employees of Ufw of America Related Organizations have not been published from its filing yet. The plan year 2024 filing reports $228K in employer contributions, about $2,501 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pension Fund for the Employees of Ufw of 401(k) match vested?
The vesting schedule for the Pension Fund for the Employees of Ufw of America Related Organizations is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pension Fund for the Employees of Ufw of 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Ufw Pension Fund a. The plan administrator is Pension Fund for the Employees of Ufw of.
I left Pension Fund for the Employees of Ufw of. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pension Fund for the Employees of Ufw of, (615) 889-8860) or the recordkeeper, Ufw Pension Fund a. The Pension Fund for the Employees of Ufw of old 401(k) page lists the contacts from every plan filing. Find an old Pension Fund for the Employees of Ufw of 401(k)
Data from the public Form 5500 annual reports Pension Fund for the Employees of Ufw of filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Pension Fund for the Employees of Ufw of. Not financial advice. Report a correction · Methodology