Union Settlement Association 401(k) match, vesting and fees
What Union Settlement Association's 401(k) 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 | Mutual of America | Schedule C ↗ |
| Independent auditor | Pkf O'Connor Davies LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Union Settlement Association: employer contribution per participant | $4 | |
| Peer median | $1,468 |
| Union Settlement Association: average balance | $21,650 | |
| Peer median | $37,786 |
| Union Settlement Association: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.39% |
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 $5.6M at the end of plan year 2021 to $6.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 370 | $6.3M | $1,270 | $4 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 366 | $5.5M | — | — | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 506 | $4.8M | $37K | $72 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 411 | $5.6M | $183K | $580 | 0.07% | Not published | Form 5500 ↗ |
Other Union Settlement Association plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Defined Benefit Pension Plan of the Union Settlement Association
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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Pkf O'Connor Davies LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Union Settlement Association match 401(k) contributions?
The match terms for the 403(b) Thrift Plan of Union Settlement Association have not been published from its filing yet. The plan year 2024 filing reports $1,270 in employer contributions, about $4 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Union Settlement Association 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan of Union Settlement Association is not in the data published so far. Your Summary Plan Description states it.
Who manages the Union Settlement Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America. The plan administrator is Union Settlement Association, Inc..
I left Union Settlement Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Union Settlement Association, Inc., (212) 828-6000) or the recordkeeper, Mutual of America. The Union Settlement Association old 401(k) page lists the contacts from every plan filing. Find an old Union Settlement Association 401(k)
Data from the public Form 5500 annual reports Union Settlement Association 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 Union Settlement Association. Not financial advice. Report a correction · Methodology