Western Union 401(k) and pension plans

The Western Union Company, Denver, CO. EIN 20-4531180. Annual reports 2009–2024.

The Western Union Company has one active retirement plan on file, the The Western Union Company Incentive Savings Plan, with 2,768 participants and $447 million in assets in 2024. Schwab has been its recordkeeper since 2010.

Active plans: 1
Participants: 2,768
Plan assets: $447 million
401(k) recordkeeper: Schwab
Plans on file: 2
Industry: Professional services

All 2 plans

Active plans first

The Western Union Company Incentive Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 20-4531180
Participants (2024): 2,768
Net assets (2024): $447 million
Recordkeeper: SchwabEarlier: Vanguard (2009)
Plan administrator: The Western Union Company
7001 E. Belleview Ave., HQ-14
Denver, CO 80237
(720) 332-0159As filed for 2024
In effect since: September 29, 2006

Plans merged into this one: Western Union Pension Plan (2023); Western Union Financial Services, Inc. Retirement Savings Plan for Bargaining Unit Employees (2009).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,768	$447 million	Schwab
2023	2,768	$426 million	Schwab
2022	2,727	$400 million	Schwab
2021	2,993	$500 million	Schwab
2020	3,067	$459 million	Schwab
2019	3,277	$421 million	Schwab
2018	3,445	$356 million	Schwab
2017	3,389	$376 million	Schwab
2016	3,310	$320 million	Schwab
2015	3,345	$288 million	Schwab
2014	3,160	$295 million	Schwab
2013	3,035	$279 million	Schwab
2012	2,926	$236 million	Schwab
2011	2,473	$190 million	Schwab
2010	2,492	$197 million	Schwab
2009	2,670	$175 million	Vanguard

Western Union Pension Plan

Pension (defined benefit), frozenMergedUnion (multiemployer)

Merged. In 2023 its assets moved to the Western Union Company Incentive Savings Plan, sponsored by The Western Union Company (EIN 20-4531180, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 20-4531180
Participants (2021): 4,860
Net assets (2021): $29.9 million
Last listed administrator: WTWEarlier: U.S. Bank (2012–2015)
Plan administrator: Western Union Employee Benefits Com
7001 E Belleview Ave HQ-13
Denver, CO 80237
(720) 332-5137As filed for 2023
In effect since: July 1, 1955

Year by year, 2011 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	not listed
2022	0	$9,473	not listed
2021	4,860	$29.9 million	not listed
2020	5,512	$280 million	not listed
2019	5,887	$238 million	WTW
2018	6,167	$234 million	WTW
2017	6,448	$271 million	WTW
2016	6,722	$279 million	WTW
2015	7,469	$284 million	U.S. Bank
2014	7,750	$311 million	U.S. Bank
2013	8,050	$300 million	U.S. Bank
2012	8,338	$324 million	U.S. Bank
2011	8,607	$312 million	not listed

If you had money in one of these plans

Call Schwab (schwab.com), which runs the The Western Union Company Incentive Savings 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 ((720) 332-0159). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
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.

All 2 plans

The Western Union Company Incentive Savings Plan

Western Union Pension Plan

If you had money in one of these plans

What these numbers are

Other professional services employers in CO