Plan Ledger DOL Form 5500 · updated monthly

United Association National Pension Fund401(k)

UNITED ASSOCIATION NATIONAL PENSION FUND 401(K) PLAN · ALEXANDRIA, VA · plan year 2022

Reported admin expense ratio · 2022
0.41%

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

United Association National Pension Fund reported $30,940 in plan administrative expenses for 2022: 0.41% of average plan assets, below the peer median. Employer contributions averaged $24 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Virginia (1,693rd of 2,266), and 4,319th of 4,798 in finance & insurance. In 2022, employees put in $125.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,568,514
Participants with balances87
Active participants109
Employer contributions$2,613
Employee contributions$328,144
Employer contribution per active participant$24
Average account balance$75,500
Benefits paid to participants$687,929
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$16,427
Professional / advisory$14,513
Total administrative$30,940
The United Association National Pension Fund 401(k) match · 2022
Employer contribution per active participant$24
Median for plans this size$1,114

United Association National Pension Fund's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$30,940 · 0.41%
Similar plansFinance & Insurance · Virginia
Capital Center, LLC VA$9.1M · 0.80%
Integrity Home Mortgage VA$9.0M · 0.63%
The Bank of Marion VA$6.5M · 0.57%
C&F Finance Company VA$6.5M · 0.76%
Strong Home Mortgage, LLC VA$5.7M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 526152779 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.