Defined Benefit (Pension) · DOL Form 5500 · 2022

Union Health Service, Inc. Pension Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
80
Participants Small participant base
86th
Percentile by assets National rank
$525,172
Avg per participant High balance/head
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Official DOL plan name: Union Health Service, Inc. Pension Trust · Sponsored by Union Health Service, Inc. · Illinois · Healthcare & Social Assistance

$42M in assets, 80 participants

Union Health Service, Inc.'s Union Health Service, Inc. Pension Trust reported $42M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,775 in Healthcare & Social Assistance (20,060 peers)

Where Union Health Service, Inc. Pension Trust sits by assets

Union Health Service, Inc. Pension Trust sits in the top quartile of all filed plans by assets, $42M for 80 participants (~$525,172/participant), down 9.3% in 2022.

#17,775
in Healthcare & Social Assistance (20,060 peers)
-9.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Union Health Service, Inc. Pension Trust's outsized position by total assets

Union Health Service, Inc. Pension Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$42,013,746 Top 14% higher than 86% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Union Health Service, Inc. Pension Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union Health Service, Inc. Pension Trust is a small filing (80 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 362302593 · Union Health Service, Inc. PY 2022 · Defined Benefit (Pension)

Union Health Service, Inc. Pension Trust · $42M · 80 · 86th

  • EBSA $42M
  • PART 80
  • TYPE 86th
  • NET Defined Benefit (Pension)
  • BOOK near Lake Michigan Credit Union Cash Balance Defined Benefit Plan and Trust
  • VS-ST ind #17775

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 Illinois →

Union Health Service, Inc. Pension Trust in the asset neighbourhood

The Continental, Inc. Pension PlanThe Continental, Inc. Pensio…$42MUnion Health Service, Inc. Pension TrustUnion Health Service, Inc. P…$42MLake Michigan Credit Union Cash Balance Defined Benefit Plan and TrustLake Michigan Credit Union C…$42MMorgan, Lewis & Bockius LLP Employees Pension PlanMorgan, Lewis & Bockius LLP …$42MBricklayers Local No. 8 Pension FundBricklayers Local No. 8 Pens…$42M
End-of-year total assets ($M) among Union Health Service, Inc. Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$42M
Net Income-$4M
Employer EIN362302593
Plan Effective Date1971-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Health Service, Inc.)

Sponsor-wide plan assets over time

All Union Health Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 4.44123216244512% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $42M $40.2M ▼ -4.4%
Year Plans Participants Total Assets
2022 1 80 $42M
2023 1 80 $50M
2024 1 81 $40M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Union Health Service, Inc. Pension Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Union Health Service, Inc. Pension Trust, Total assets ($B): 0.042013746 · Participants: 80Union Health Service, Inc. Pension TrustCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Union Health Service, Inc. Pension Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Union Health Service, Inc. Pension Trust side-by-side with 3 peers →

Union Health Service, Inc. Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Lake Michigan Credit Union Cash Balance Defined Benefit Plan and Trust in MI ($42M); by covered participants it is Oneaz Credit Union Defined Benefit Pension Plan in AZ (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Union Health Service, Inc. Pension Trust assets move in 2022? ▼
Union Health Service, Inc. Pension Trust pulled back noticeably - down 9.3% during 2022, from $46M to $42M. Reported net income was -$4M.
How have Union Health Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Health Service, Inc.'s sponsor-wide assets declined 4.4%, from $42M to $40M.
Where does Union Health Service, Inc. Pension Trust rank by assets among Form 5500 filers? ▼
Union Health Service, Inc. Pension Trust ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Union Health Service, Inc. Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lake Michigan Credit Union Cash Balance Defined Benefit Plan and Trust in MI ($42M, 1,355 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Union Health Service, Inc. Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Oneaz Credit Union Defined Benefit Pension Plan in AZ (80 participants, $46M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362302593.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.