Other · DOL Form 5500 · 2022
Unity Limited Partnership Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 256
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $46,715
- Avg per participant Low balance/head
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.
- #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.
- #14,752
- in Healthcare & Social Assistance (20,060 peers)
- -7.7%
- assets change YoY
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.
Unity Limited Partnership 403(b) Plan's outsized position 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
Unity Limited Partnership 403(b) 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 Limited Partnership 403(b) Plan sits mid-pack in the medium band (256 participants).
Plan-year Form 5500 strip
Filing strip 391750729 · Unity Limited Partnership PY 2022 · Other
Unity Limited Partnership 403(b) Plan · $12M · 256 · 68th
- BOOK $12M
- VS-ST 256
- BOY 68th
- SCH Other
- EBSA near Chinatown Cdc 403(b) Plan
- PART ind #14752
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 Wisconsin →
Unity Limited Partnership 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Unity Limited Partnership plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 43.65796389840982% vs 2022
- 2024 filing year
| 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.
- 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
Unity Limited Partnership 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Chinatown Cdc 403(b) Plan in CA ($12M); by covered participants it is San Diego Family Care 403(b) Retirement Plan in CA (256 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (256 participants); asset peers above are excluded.
- San Diego Family Care 403(b) Retirement Plan (CA) 256 · 0 off
- Employee Benefit Plan of Easter Seals Rehabilitation Center, Inc. (IN) 256 · 0 off
- Trinity Episcopal School Corporation Tax Deferred Annuity Plan (NY) 256 · 0 off
- Chadron Community Hospital and Health Services Tax Deferred Annuity Plan (NE) 256 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.