UTU-MTA TRUST FUND
Plan context: SMART-MTA 401(K) PLAN
EIN 95-6401105 • Irwindale, CA • 32 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$2,232,565
2024 Contributions
$27,812
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 10 | $2,232,565 | $27,812 | $2,781iApproximate average salary by contribution assumption: employee only about $69,530 at 4% or $46,353 at 6%; with 50% employer match about $46,353 at 4% or $30,902 at 6%; with 100% employer match about $34,765 at 4% or $23,177 at 6%. |
| SMART-MTA 401(K) PLAN | - | 10 | $2,232,565 | $27,812 | $2,781iApproximate average salary by contribution assumption: employee only about $69,530 at 4% or $46,353 at 6%; with 50% employer match about $46,353 at 4% or $30,902 at 6%; with 100% employer match about $34,765 at 4% or $23,177 at 6%. |
| UTU-MTA TRUST FUND EMPLOYEES PROFIT SHARING PLAN | - | 0 | $0 | - | - |
| 2023 | 2 | 10 | $2,395,765 | $105,359 | $10,536iApproximate average salary by contribution assumption: employee only about $263,398 at 4% or $175,598 at 6%; with 50% employer match about $175,598 at 4% or $117,066 at 6%; with 100% employer match about $131,699 at 4% or $87,799 at 6%. |
| UTU-MTA TRUST FUND EMPLOYEES PROFIT SHARING PLAN | - | 10 | $2,033,394 | $58,119 | $5,812iApproximate average salary by contribution assumption: employee only about $145,298 at 4% or $96,865 at 6%; with 50% employer match about $96,865 at 4% or $64,577 at 6%; with 100% employer match about $72,649 at 4% or $48,433 at 6%. |
| UTU-MTA TRUST FUND 401K PLAN | - | 9 | $362,371 | $47,240 | $5,249iApproximate average salary by contribution assumption: employee only about $131,222 at 4% or $87,481 at 6%; with 50% employer match about $87,481 at 4% or $58,321 at 6%; with 100% employer match about $65,611 at 4% or $43,741 at 6%. |
| 2022 | 2 | 10 | $1,922,383 | $94,040 | $9,404iApproximate average salary by contribution assumption: employee only about $235,100 at 4% or $156,733 at 6%; with 50% employer match about $156,733 at 4% or $104,489 at 6%; with 100% employer match about $117,550 at 4% or $78,367 at 6%. |
| UTU-MTA TRUST FUND EMPLOYEES PROFIT SHARING PLAN | - | 10 | $1,656,427 | $62,036 | $6,204iApproximate average salary by contribution assumption: employee only about $155,090 at 4% or $103,393 at 6%; with 50% employer match about $103,393 at 4% or $68,929 at 6%; with 100% employer match about $77,545 at 4% or $51,697 at 6%. |
| UTU-MTA TRUST FUND 401K PLAN | - | 9 | $265,956 | $32,004 | $3,556iApproximate average salary by contribution assumption: employee only about $88,900 at 4% or $59,267 at 6%; with 50% employer match about $59,267 at 4% or $39,511 at 6%; with 100% employer match about $44,450 at 4% or $29,633 at 6%. |
| 2021 | 2 | 10 | $1,711,290 | $75,921 | $7,592iApproximate average salary by contribution assumption: employee only about $189,803 at 4% or $126,535 at 6%; with 50% employer match about $126,535 at 4% or $84,357 at 6%; with 100% employer match about $94,901 at 4% or $63,268 at 6%. |
| UTU-MTA TRUST FUND EMPLOYEES PROFIT SHARING PLAN | - | 10 | $1,416,176 | $57,567 | $5,757iApproximate average salary by contribution assumption: employee only about $143,918 at 4% or $95,945 at 6%; with 50% employer match about $95,945 at 4% or $63,963 at 6%; with 100% employer match about $71,959 at 4% or $47,973 at 6%. |
| UTU-MTA TRUST FUND 401K PLAN | - | 8 | $295,114 | $18,354 | $2,294iApproximate average salary by contribution assumption: employee only about $57,356 at 4% or $38,238 at 6%; with 50% employer match about $38,238 at 4% or $25,492 at 6%; with 100% employer match about $28,678 at 4% or $19,119 at 6%. |
| 2020 | 2 | 10 | $1,920,948 | $52,961 | $5,296iApproximate average salary by contribution assumption: employee only about $132,403 at 4% or $88,268 at 6%; with 50% employer match about $88,268 at 4% or $58,846 at 6%; with 100% employer match about $66,201 at 4% or $44,134 at 6%. |
| UTU-MTA TRUST FUND EMPLOYEES PROFIT SHARING PLAN | - | 10 | $1,602,088 | $35,567 | $3,557iApproximate average salary by contribution assumption: employee only about $88,918 at 4% or $59,278 at 6%; with 50% employer match about $59,278 at 4% or $39,519 at 6%; with 100% employer match about $44,459 at 4% or $29,639 at 6%. |
| UTU-MTA TRUST FUND 401K PLAN | - | 9 | $318,860 | $17,394 | $1,933iApproximate average salary by contribution assumption: employee only about $48,317 at 4% or $32,211 at 6%; with 50% employer match about $32,211 at 4% or $21,474 at 6%; with 100% employer match about $24,158 at 4% or $16,106 at 6%. |
| 2019 | 2 | 10 | $1,506,724 | $79,607 | $7,961iApproximate average salary by contribution assumption: employee only about $199,018 at 4% or $132,678 at 6%; with 50% employer match about $132,678 at 4% or $88,452 at 6%; with 100% employer match about $99,509 at 4% or $66,339 at 6%. |
| UTU-MTA TRUST FUND EMPLOYEES PROFIT SHARING PLAN | - | 10 | $1,253,725 | $63,903 | $6,390iApproximate average salary by contribution assumption: employee only about $159,758 at 4% or $106,505 at 6%; with 50% employer match about $106,505 at 4% or $71,003 at 6%; with 100% employer match about $79,879 at 4% or $53,253 at 6%. |
| UTU-MTA TRUST FUND 401K PLAN | - | 9 | $252,999 | $15,704 | $1,745iApproximate average salary by contribution assumption: employee only about $43,622 at 4% or $29,081 at 6%; with 50% employer match about $29,081 at 4% or $19,388 at 6%; with 100% employer match about $21,811 at 4% or $14,541 at 6%. |
| 2018 | 2 | 10 | $1,380,389 | $75,744 | $7,574iApproximate average salary by contribution assumption: employee only about $189,360 at 4% or $126,240 at 6%; with 50% employer match about $126,240 at 4% or $84,160 at 6%; with 100% employer match about $94,680 at 4% or $63,120 at 6%. |
| UTU-MTA TRUST FUND EMPLOYEES PROFIT SHARING PLAN | - | 9 | $1,170,054 | $63,110 | $7,012iApproximate average salary by contribution assumption: employee only about $175,306 at 4% or $116,870 at 6%; with 50% employer match about $116,870 at 4% or $77,914 at 6%; with 100% employer match about $87,653 at 4% or $58,435 at 6%. |
| UTU-MTA TRUST FUND 401K PLAN | - | 10 | $210,335 | $12,634 | $1,263iApproximate average salary by contribution assumption: employee only about $31,585 at 4% or $21,057 at 6%; with 50% employer match about $21,057 at 4% or $14,038 at 6%; with 100% employer match about $15,793 at 4% or $10,528 at 6%. |
| 2017 | 3 | 10 | $1,551,170 | $84,758 | $8,476iApproximate average salary by contribution assumption: employee only about $211,895 at 4% or $141,263 at 6%; with 50% employer match about $141,263 at 4% or $94,176 at 6%; with 100% employer match about $105,947 at 4% or $70,632 at 6%. |
| UTU-MTA TRUST FUND EMPLOYEES PROFIT SHARING PLAN | - | 9 | $1,125,236 | $53,042 | $5,894iApproximate average salary by contribution assumption: employee only about $147,339 at 4% or $98,226 at 6%; with 50% employer match about $98,226 at 4% or $65,484 at 6%; with 100% employer match about $73,669 at 4% or $49,113 at 6%. |
| UTU-MTA TRUST FUND 401K PLAN | - | 10 | $212,967 | $15,858 | $1,586iApproximate average salary by contribution assumption: employee only about $39,645 at 4% or $26,430 at 6%; with 50% employer match about $26,430 at 4% or $17,620 at 6%; with 100% employer match about $19,823 at 4% or $13,215 at 6%. |
| UTU-MTA TRUST FUND 401K PLAN | - | 10 | $212,967 | $15,858 | $1,586iApproximate average salary by contribution assumption: employee only about $39,645 at 4% or $26,430 at 6%; with 50% employer match about $26,430 at 4% or $17,620 at 6%; with 100% employer match about $19,823 at 4% or $13,215 at 6%. |
| 2016 | 3 | 10 | $2,045,737 | $78,647 | $7,865iApproximate average salary by contribution assumption: employee only about $196,618 at 4% or $131,078 at 6%; with 50% employer match about $131,078 at 4% or $87,386 at 6%; with 100% employer match about $98,309 at 4% or $65,539 at 6%. |
| UTU-MTA TRUST FUND EMPLOYEES PROFIT SHARING PLAN | - | 10 | $1,450,449 | $50,647 | $5,065iApproximate average salary by contribution assumption: employee only about $126,618 at 4% or $84,412 at 6%; with 50% employer match about $84,412 at 4% or $56,274 at 6%; with 100% employer match about $63,309 at 4% or $42,206 at 6%. |
| UTU-MTA TRUST FUND 401K PLAN | - | 10 | $297,644 | $14,000 | $1,400iApproximate average salary by contribution assumption: employee only about $35,000 at 4% or $23,333 at 6%; with 50% employer match about $23,333 at 4% or $15,556 at 6%; with 100% employer match about $17,500 at 4% or $11,667 at 6%. |
| UTU-MTA TRUST FUND 401K PLAN | - | 10 | $297,644 | $14,000 | $1,400iApproximate average salary by contribution assumption: employee only about $35,000 at 4% or $23,333 at 6%; with 50% employer match about $23,333 at 4% or $15,556 at 6%; with 100% employer match about $17,500 at 4% or $11,667 at 6%. |
| 2015 | 3 | 10 | $1,768,431 | $79,640 | $7,964iApproximate average salary by contribution assumption: employee only about $199,100 at 4% or $132,733 at 6%; with 50% employer match about $132,733 at 4% or $88,489 at 6%; with 100% employer match about $99,550 at 4% or $66,367 at 6%. |
| UTU-MTA TRUST FUND EMPLOYEES PROFIT SHARING PLAN | - | 10 | $1,232,045 | $53,500 | $5,350iApproximate average salary by contribution assumption: employee only about $133,750 at 4% or $89,167 at 6%; with 50% employer match about $89,167 at 4% or $59,444 at 6%; with 100% employer match about $66,875 at 4% or $44,583 at 6%. |
| UTU-MTA TRUST FUND 401K PLAN | - | 10 | $268,193 | $13,070 | $1,307iApproximate average salary by contribution assumption: employee only about $32,675 at 4% or $21,783 at 6%; with 50% employer match about $21,783 at 4% or $14,522 at 6%; with 100% employer match about $16,338 at 4% or $10,892 at 6%. |
| UTU-MTA TRUST FUND 401K PLAN | - | 10 | $268,193 | $13,070 | $1,307iApproximate average salary by contribution assumption: employee only about $32,675 at 4% or $21,783 at 6%; with 50% employer match about $21,783 at 4% or $14,522 at 6%; with 100% employer match about $16,338 at 4% or $10,892 at 6%. |
| 2014 | 3 | 11 | $1,686,536 | $90,700 | $8,245iApproximate average salary by contribution assumption: employee only about $206,136 at 4% or $137,424 at 6%; with 50% employer match about $137,424 at 4% or $91,616 at 6%; with 100% employer match about $103,068 at 4% or $68,712 at 6%. |
| UTU-MTA TRUST FUND EMPLOYEES PROFIT SHARING PLAN | - | 9 | $1,085,108 | $53,920 | $5,991iApproximate average salary by contribution assumption: employee only about $149,778 at 4% or $99,852 at 6%; with 50% employer match about $99,852 at 4% or $66,568 at 6%; with 100% employer match about $74,889 at 4% or $49,926 at 6%. |
| UTU-MTA TRUST FUND 401K PLAN | - | 11 | $300,714 | $18,390 | $1,672iApproximate average salary by contribution assumption: employee only about $41,795 at 4% or $27,864 at 6%; with 50% employer match about $27,864 at 4% or $18,576 at 6%; with 100% employer match about $20,898 at 4% or $13,932 at 6%. |
| UTU-MTA TRUST FUND 401K PLAN | - | 11 | $300,714 | $18,390 | $1,672iApproximate average salary by contribution assumption: employee only about $41,795 at 4% or $27,864 at 6%; with 50% employer match about $27,864 at 4% or $18,576 at 6%; with 100% employer match about $20,898 at 4% or $13,932 at 6%. |
| 2013 | 1 | 9 | $1,068,439 | $47,226 | $5,247iApproximate average salary by contribution assumption: employee only about $131,183 at 4% or $87,456 at 6%; with 50% employer match about $87,456 at 4% or $58,304 at 6%; with 100% employer match about $65,592 at 4% or $43,728 at 6%. |
| UTU-MTA TRUST FUND EMPLOYEES PROFIT SHARING PLAN | - | 9 | $1,068,439 | $47,226 | $5,247iApproximate average salary by contribution assumption: employee only about $131,183 at 4% or $87,456 at 6%; with 50% employer match about $87,456 at 4% or $58,304 at 6%; with 100% employer match about $65,592 at 4% or $43,728 at 6%. |
| 2012 | 1 | 10 | $944,072 | $46,355 | $4,636iApproximate average salary by contribution assumption: employee only about $115,888 at 4% or $77,258 at 6%; with 50% employer match about $77,258 at 4% or $51,506 at 6%; with 100% employer match about $57,944 at 4% or $38,629 at 6%. |
| UTU-MTA TRUST FUND EMPLOYEES PROFIT SHARING PLAN | - | 10 | $944,072 | $46,355 | $4,636iApproximate average salary by contribution assumption: employee only about $115,888 at 4% or $77,258 at 6%; with 50% employer match about $77,258 at 4% or $51,506 at 6%; with 100% employer match about $57,944 at 4% or $38,629 at 6%. |
| 2011 | 1 | 10 | $761,615 | $46,094 | $4,609iApproximate average salary by contribution assumption: employee only about $115,235 at 4% or $76,823 at 6%; with 50% employer match about $76,823 at 4% or $51,216 at 6%; with 100% employer match about $57,617 at 4% or $38,412 at 6%. |
| UTU-MTA TRUST FUND EMPLOYEES PROFIT SHARING PLAN | - | 10 | $761,615 | $46,094 | $4,609iApproximate average salary by contribution assumption: employee only about $115,235 at 4% or $76,823 at 6%; with 50% employer match about $76,823 at 4% or $51,216 at 6%; with 100% employer match about $57,617 at 4% or $38,412 at 6%. |
| 2010 | 1 | 10 | $591,500 | $44,617 | $4,462iApproximate average salary by contribution assumption: employee only about $111,543 at 4% or $74,362 at 6%; with 50% employer match about $74,362 at 4% or $49,574 at 6%; with 100% employer match about $55,771 at 4% or $37,181 at 6%. |
| UTU-MTA TRUST FUND EMPLOYEES PROFIT SHARING PLAN | - | 10 | $591,500 | $44,617 | $4,462iApproximate average salary by contribution assumption: employee only about $111,543 at 4% or $74,362 at 6%; with 50% employer match about $74,362 at 4% or $49,574 at 6%; with 100% employer match about $55,771 at 4% or $37,181 at 6%. |
| 2009 | 1 | 8 | $559,315 | $43,829 | $5,479iApproximate average salary by contribution assumption: employee only about $136,966 at 4% or $91,310 at 6%; with 50% employer match about $91,310 at 4% or $60,874 at 6%; with 100% employer match about $68,483 at 4% or $45,655 at 6%. |
| UTU-MTA TRUST FUND EMPLOYEES PROFIT SHARING PLAN | - | 8 | $559,315 | $43,829 | $5,479iApproximate average salary by contribution assumption: employee only about $136,966 at 4% or $91,310 at 6%; with 50% employer match about $91,310 at 4% or $60,874 at 6%; with 100% employer match about $68,483 at 4% or $45,655 at 6%. |
| 2000 | 1 | 14 | $128,993 | $43,234 | $3,088iApproximate average salary by contribution assumption: employee only about $77,204 at 4% or $51,469 at 6%; with 50% employer match about $51,469 at 4% or $34,313 at 6%; with 100% employer match about $38,602 at 4% or $25,735 at 6%. |
| UNITED TRANSPORTATION UNION CGA-875 401K | - | 14 | $128,993 | $43,234 | $3,088iApproximate average salary by contribution assumption: employee only about $77,204 at 4% or $51,469 at 6%; with 50% employer match about $51,469 at 4% or $34,313 at 6%; with 100% employer match about $38,602 at 4% or $25,735 at 6%. |