Other · DOL Form 5500 · 2022
Unity Limited Partnership Retirement Plan
Data updated 2026-08-11
- $12M
- Total assets
- 256
- Participants
- 68th
- Percentile by assets
- $46,715
- Avg per participant
Official DOL plan name: Unity Limited Partnership 403(b) Plan · Sponsored by Unity Limited Partnership · Wisconsin · Healthcare & Social Assistance
$12M in assets, 256 participants
Unity Limited Partnership's Unity Limited Partnership 403(b) Plan reported $12M in total assets and 256 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- 68th percentile by assets (of 139,126 plans)
- #14,752 in Healthcare & Social Assistance (20,060 peers)
Coverage in Wisconsin
Unity Limited Partnership 403(b) Plan covers 256 participants in Wisconsin, about 45% of the average Wisconsin filer (state average ~563 per filing). Assets: $12M.
- $12M
- total plan assets (2022 EOY)
- 256
- covered participants
- 68th
- percentile by assets (of 139,126 plans)
- $46,715
- avg assets per participant
The plan reported a net loss of $994K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Unity Limited Partnership 403(b) Plan sits by total assets
Unity Limited Partnership 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,959,030 Top 32% higher than 68% 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
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Unity Limited Partnership 403(b) Plan reports 256 participants - about 45% of that state average ($12M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$994K |
| Employer EIN | 391750729 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Unity Limited Partnership)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 256 | $12M |
| 2023 | 1 | 252 | $14M |
| 2024 | 1 | 255 | $17M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
Unity Limited Partnership 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants
- The Medical College of Wisconsin, Inc. Retirement Plan $2.0B · 6,020
- Froedtert Health, Inc. 403(b) Plan $1.5B · 13,617
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.1B · 1,679
- Marquette University Retirement Plan $779M · 2,039
- Children's Hospital and Health System Shared Retirement Savings Plan $760M · 5,299
Similar-Sized Other Plans Nationally
Other plans in other states closest to Unity Limited Partnership 403(b) Plan by total assets, not by location.
- Chinatown Cdc 403(b) Plan (CA) $12M · 279
- Leaders in Our Neighborhood Charter School 403(b) DC Plan (NY) $12M · 166
- Aaci 403(b) Retirement Plan (CA) $12M · 223
- Donorconnect 403(b) Retirement Plan (UT) $12M · 132
Frequently Asked Questions
How did Unity Limited Partnership 403(b) Plan assets move in 2022? ▼
How have Unity Limited Partnership plan assets changed over time? ▼
Which Other plans are similar in size to Unity Limited Partnership 403(b) Plan? ▼
Next read for Unity Limited Partnership 403(b) Plan
Filing takeaways
Ways to act on Unity Limited Partnership 403(b) Plan's numbers.
- By total assets, Unity Limited Partnership 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Wisconsin. Compare plans
- Unity Limited Partnership's sponsor-wide assets have grown 43.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans