United Workers Retirement Plan 401(k) plan

United Workers Retirement Plan, Inc., San Antonio, TX. EIN 87-3318230. Annual reports 2022–2023.

United Workers Retirement Plan, Inc. has one active retirement plan on file, the RETIREMENT4CONTRACTORS Pooled Employer Plan, with 5,836 participants and $17.6 million in assets in 2023. Epic Retirement is its recordkeeper. No traditional pension plan appears in United Workers Retirement Plan's filings since 2022.

Active plans: 1
Participants: 5,836
Plan assets: $17.6 million
401(k) recordkeeper: Epic Retirement
Plans on file: 1
Industry: Finance and insurance

The plan

RETIREMENT4CONTRACTORS Pooled Employer Plan

401(k)Active

Active. The plan filed its annual report for the 2023 plan year.

Plan number: 001Employer EIN 87-3318230
Participants (2023): 5,836
Net assets (2023): $17.6 million
Recordkeeper: Epic Retirement2023
Plan administrator: United Workers Retirement Plan, Inc.
4615 Walzem Road, Suite 300
San Antonio, TX 78218
(210) 612-4609As filed for 2023
In effect since: January 1, 2022

Plans merged into this one: The Contractors Retirement Plan (2023).

Year by year, 2022 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	5,836	$17.6 million	Epic Retirement
2022	419	$1.7 million	not listed

If you had money in one of these plans

Call Epic Retirement, which runs the RETIREMENT4CONTRACTORS Pooled Employer Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((210) 612-4609). That number was filed for 2023; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

RETIREMENT4CONTRACTORS Pooled Employer Plan

If you had money in one of these plans

What these numbers are

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