My Plan Facts

Employers › New York

Employer · plans filed under one EIN

United Nations Federal Credit Union

Long Island City, NY · Finance and insurance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$329Mnet assets across plans
1,750participant records1,300 active
$5.0Memployer contributions, latest plan years$3,880 per active record
$458KSchedule C compensation to organisations$261.70 per participant record

2 retirement plans with 100 or more participants file Form 5500 under United Nations Federal Credit Union's employer identification number (Long Island City, New York). Their latest filings total 1,750 participant records and $329M in net assets.

The largest is United Nations Federal Credit Union 401(k) Plan and Trust, a 401(k) plan with 900 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $5.0M and participant contributions $8.2M in the latest plan years; benefits paid were $14.5M. Schedule C compensation reported to service provider organisations totalled $458K.

Combined net assets moved from $40.9M in 2009 to $184M in 2025 (up 351%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
United Nations Federal Credit Union 401(k) Plan and Trust401(k) plan2025900$184M$204,933$6,957$108K
United Nations Federal Credit Union Cash Balance Retirement Pension Plancash balance pension plan2024850$144M$169,910—$350K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $40.9M2010: $47.2M2011: $48.8M2012: $57.0M2013: $64.9M2014: $71.1M2015: $82.3M2016: $104M2017: $130M2018: $127M2019: $167M2020: $212M2021: $259M2022: $222M2023: $274M2024: $303M2025: $184M$40.9M$303M$184M200920122016202020242025
Combined net assets
2009: 7762010: 7522011: 7712012: 8022013: 8702014: 9022015: 9862016: 1,0662017: 1,1412018: 1,2532019: 1,3242020: 1,4082021: 1,4792022: 1,5582023: 1,6922024: 1,7182025: 9007761,718900200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20251900$184M$5.0M$8.2M
202421,718$303M$4.7M$7.5M
202321,692$274M$19.5M$7.0M
202221,558$222M$4.2M$6.4M
202121,479$259M$18.8M$5.8M
202021,408$212M$18.5M$5.1M
201921,324$167M$13.2M$4.4M
201821,253$127M$2.9M$3.9M
201721,141$130M$6.6M$3.4M
201621,066$104M$15.3M$3.1M
20152986$82.3M$12.2M$2.8M
20142902$71.1M$1.8M$2.4M
20132870$64.9M$1.6M$2.1M
20122802$57.0M$1.4M$1.9M
20112771$48.8M$1.2M$1.7M
20102752$47.2M$1.2M$1.6M
20092776$40.9M$3.8M$1.6M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
CMFG Life Insurance CompanyActuarial; Recordkeeping and information management; Consulting (pension); Participant communication1$350,362
Empower Life & Annuity Insurance Co.—1$101,787
Empower Advisory Group, LLCInvestment management1$5,823

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

CMFG Life Insurance Company$350K
Empower Life & Annuity Insurance Co.$102K
Empower Advisory Group, LLC$5,823

Questions and answers

How many retirement plans does United Nations Federal Credit Union have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: United Nations Federal Credit Union 401(k) Plan and Trust and United Nations Federal Credit Union Cash Balance Retirement Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does United Nations Federal Credit Union contribute to its plans?

$5,044,078 in employer contributions across these plans in their latest plan years, about $3,880 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name CMFG Life Insurance Company, Empower Life & Annuity Insurance Co. and Empower Advisory Group, LLC. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.