Plan Ledger DOL Form 5500 · updated monthly

Service Employees International Union401(k)

SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.45%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Service Employees International Union reported $454,545 in plan administrative expenses for 2024: 0.45% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,034 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.45%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 91st-largest of 618 plans among District of Columbia employers on file, and the 183rd of 3,341 in other services. In 2024, employees put in $3.78 for every $1.00 the employer contributed; active participation has grown from 1,193 to 2,357 since 2022.

Plan summary
Net assets, end of year$108,259,862
Participants with balances1,759
Active participants2,357
Employer contributions$2,436,773
Employee contributions$9,216,373
Employer contribution per active participant$1,034
Average account balance$61,546
Benefits paid to participants$8,201,929
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$108.3M · 1,759 accts · $2.4M emplr
2023$92.7M · 1,682 accts · $2.5M emplr
2022$74.3M · 1,618 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,963
Investment management$410,371
Audit (IQPA)$12,000
Total administrative$454,545
The Service Employees International Union 401(k) match · 2024
Employer contribution per active participant$1,034
Median for plans this size$3,635
2024$1,034 per active participant
2023$2,033 per active participant
2022$1,833 per active participant

Service Employees International Union's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
EMPOWER ANNUITY INSURANCE COMPANY · Contract administrator · Recordkeeping$294,197
SEIU NATIONAL INDUSTRY PENSION FUND · Contract administrator$24,963
MARQUETTE ASSOCIATES INC · Investment advisory (plan)$18,599
CALIBRE CPA GROUP · Accounting / audit$12,000
MOONEY, GREEN, BAKER & SAIDON PC · Legal$5,060

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Empower
2023Prudential

This plan has changed recordkeepers within these filings. If you left Service Employees International Union before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$454,545 · 0.45%
2023$395,746 · 0.47%
2022$336,971 · 0.43%
All plans at this employer2
SEIU SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN401(k)
SEIU AFFILIATES' OFFICERS AND EMPLOYEES SUPPLEMENTAL RETIREMENT SAVINGS 401(K) PLAN401(k)
Same employer
Similar plansOther Services · District of Columbia
Neighborworks America DC$123.0M · 0.16%
Radio Free Asia DC$105.7M · 0.04%
Edison Electric Institute DC$102.5M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 360852885 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.