United Labor Agency 401k Profit Sharing Plan
United Labor Agency, Cleveland OH. Employer ID 237180005, plan number 002. Annual reports on file for 2009 to 2024.
Where the money went
- Filed 2009-2024United Labor Agency 401k Profit Sharing Plan, United Labor Agency
- TodayUnited Labor Agency 401k Profit Sharing Plan still files. Voya Retirement Insurance and Annui keeps the records. That is where to ask.
Records are kept by Voya Retirement Insurance and Annui, per the 2024 filing.
Left in 2019, 2024? You may be owed employer money
- In plan year 2019, active participants fell from 105 to 69 (34%), and 21 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing
- In plan year 2024, active participants fell from 84 to 61 (27%), and 28 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Separated, still owed | Source |
|---|---|---|---|
| 2013 | 78 | — | Filing |
| 2014 | 95 | — | Filing |
| 2015 | 129 | — | Filing |
| 2016 | 137 | 33 | Filing |
| 2017 | 150 | 46 | Filing |
| 2018 | 174 | 69 | Filing |
| 2019 | 183 | 114 | Filing |
| 2020 | 182 | 103 | Filing |
| 2021 | 193 | 115 | Filing |
| 2022 | 161 | 75 | Filing |
| 2023 | 178 | 88 | Filing |
| 2024 | 124 | 60 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.