401(k) · DOL Form 5500 · 2022
Unity Healthcare, LLC 401(k) Plan
Data updated 2026-08-25
- $103M
- Total assets Near avg plan size
- 466
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $221,379
- Avg per participant Above avg balance/head
Official DOL plan name: Unity Healthcare 401(k) Profit Sharing Plan · Sponsored by Unity Healthcare, LLC · Indiana · Healthcare & Social Assistance
$103M in assets, 466 participants
Unity Healthcare, LLC's Unity Healthcare 401(k) Profit Sharing Plan reported $103M in total assets and 466 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #18,837 in Healthcare & Social Assistance (20,060 peers)
Where Unity Healthcare 401(k) Profit Sharing Plan sits by assets
Unity Healthcare 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $103M for 466 participants (~$221,379/participant), down 18.2% in 2022.
- #18,837
- in Healthcare & Social Assistance (20,060 peers)
- -18.2%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Unity Healthcare 401(k) Profit Sharing Plan's outsized position by total assets
Unity Healthcare 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$103,162,480 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Unity Healthcare 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unity Healthcare 401(k) Profit Sharing Plan sits mid-pack in the medium band (466 participants).
Form 5500 schedule snapshot
Filing strip 351948578 · Unity Healthcare, LLC PY 2022 · 401(k)
Unity Healthcare 401(k) Profit Sharing Plan · $103M · 466 · 93rd
- VS-ST $103M
- BOY 466
- SCH 93rd
- EBSA 401(k)
- PART near Amcon, Cemstone and Tcc Employee Savings Plan
- TYPE ind #18837
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Indiana →
Unity Healthcare 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $126M |
|---|---|
| Net Assets (End of Year) | $103M |
| Net Income | -$23M |
| Employer EIN | 351948578 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Unity Healthcare, LLC)
Sponsor-wide plan assets over time
All Unity Healthcare, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $97M 6.161963147842123% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 466 | $103M |
| 2023 | 1 | 417 | $105M |
| 2024 | 1 | 389 | $97M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Unity Healthcare 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Amcon, Cemstone and Tcc Employee Savings Plan in MN ($103M); by covered participants it is Doctors of Physical Therapy 401(k) Plan in IL (466 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($103M here).
- Amcon, Cemstone and Tcc Employee Savings Plan (MN) $103M · 981
- Pomeroy Technologies LLC Retirement Savings Plan (KY) $103M · 2,253
- Stakeholder Payroll Services, LLC. 401(k) Plan (KY) $103M · 9,111
- Antares Capital LP 401(k) Plan (IL) $103M · 389
Similar participant headcount
Nearest other-state filings by covered participants (466 participants); asset peers above are excluded.
- Doctors of Physical Therapy 401(k) Plan (IL) 466 · 0 off
- Duolingo Retirement Trust (PA) 466 · 0 off
- National Machine Group 401(k) Savings Plan (OH) 466 · 0 off
- Crispr Therapeutics 401(k) Retirement Plan (MA) 466 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.