Money Purchase · DOL Form 5500 · 2022
Union Hospital Association Money Purchase Plan
Data updated 2026-08-11
- $33M
- Total assets
- 1,079
- Participants
- 84th
- Percentile by assets
- $30,329
- Avg per participant
Official DOL plan name: Union Hospital Money Purchase Retirement Plan · Sponsored by Union Hospital Association · Ohio · Healthcare & Social Assistance
$33M in assets, 1,079 participants
Union Hospital Association's Union Hospital Money Purchase Retirement Plan reported $33M in total assets and 1,079 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- 84th percentile by assets (of 139,126 plans)
- #17,328 in Healthcare & Social Assistance (20,060 peers)
Where Union Hospital Money Purchase Retirement Plan sits by assets
Union Hospital Money Purchase Retirement Plan sits in the top quartile of all filed plans by assets, $33M for 1,079 participants (~$30,329/participant), down 23.6% in 2022.
- $33M
- total plan assets (2022 EOY)
- 1,079
- covered participants
- 84th
- percentile by assets (of 139,126 plans)
- $30,329
- avg assets per participant
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Union Hospital Money Purchase Retirement Plan vs the 2022 asset distribution
By assets, Union Hospital Money Purchase Retirement Plan outranks 84% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | -$10M |
| Employer EIN | 340714771 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Union Hospital Association)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,153 | $100M |
| 2023 | 3 | 3,277 | $117M |
| 2024 | 1 | 1,193 | N/A |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Union Hospital Money Purchase Retirement Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.3B · 44,824
- The Cleveland Clinic Foundation Cash Balance Plan $1.2B · 4,506
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $441M · 6,972
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $415M · 1,076
- University of Dayton Defined Contribution Retirement Plan $303M · 2,818
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Union Hospital Money Purchase Retirement Plan by total assets, not by location.
- Mdrc Pension Plan (NY) $33M · 246
- Southeastern Ironworkers Annuity Plan (UT) $33M · 3,457
- New Jersey Institute for Disabilities Retirement Plan (NJ) $33M · 294
- IBEW Local 570 & 518 and Southern Az Chap NECA Annuity Plan (AZ) $33M · 1,391
Frequently Asked Questions
How did Union Hospital Money Purchase Retirement Plan assets move in 2022? ▼
Where does Union Hospital Money Purchase Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Union Hospital Money Purchase Retirement Plan? ▼
Next read for Union Hospital Money Purchase Retirement…
Scale reading
Ways to act on Union Hospital Money Purchase Retirement Plan's numbers.
- By total assets, Union Hospital Money Purchase Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Ohio. Compare plans