Retirement plan

UNITED TEACHERS LOS ANGELES EMPLOYEES' MONEY PURCHASE PENSION PLAN

Name: UNITED TEACHERS LOS ANGELES - UNITED TEACHERS LOS ANGELES EMPLOYEES' MONEY PURCHASE PENSION PLAN (2025) Form 5500
Creator: UNITED TEACHERS LOS ANGELES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNITED TEACHERS LOS ANGELES EMPLOYEES' MONEY PURCHASE PENSION PLAN, UNITED TEACHERS LOS ANGELES

UNITED TEACHERS LOS ANGELESEIN 95-2635019Plan #001PY 2025

3303 WILSHIRE BLVD, 10TH FLOOR - LOS ANGELES, CA 90010213-487-5560utla.netLinkedIn51-200 employeescivic & social organization

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$36.8M

+14.0% from 2024

Total participants

101

0.0% from 2024

Average account balance

$364,538

+14.0% from 2024

Annual return

19.06%

+2.31 pp from 2024

Benchmarks

See 3,430 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,430 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$36.82M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$365K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

101

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

121.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.91M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.06%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$35372

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2C2E2F2G2J2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$3.6M

$43043 / participant

Other / not subdivided$4M100.0%

% of EOY assets

9.703%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$364,538

$47,479+667.8%

$62,929+479.3%

$82,448+342.1%

Participation rate

100.0%

66.9%+33.1pp

73.1%+26.9pp

68.1%+31.9pp

Annual return

19.06%

20.34%-1.3pp

1063.93%-1044.9pp

41.64%-22.6pp

Employer contribution / active EE

$20,857

$1,885+1006.3%

$2,505+732.8%

$2,551+717.6%

Participant deferral / active EE

$2,185

$2,870-23.9%

$3,888-43.8%

$4,139-47.2%

Admin fee / account holder

$35,372

$3,804+829.9%

$5,065+598.4%

$7,234+388.9%

UNITED TEACHERS LOS ANGELES EMPLOYEES' MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNITED TEACHERS LOS ANGELES EMPLOYEES' MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion