Money Purchase · DOL Form 5500 · 2022
Union Hospital Association Money Purchase Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 1,079
- Participants Near avg headcount
- 84th
- Percentile by assets National rank
- $30,329
- Avg per participant Low balance/head
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.
- #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.
- #17,328
- in Healthcare & Social Assistance (20,060 peers)
- -23.6%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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's outsized position by total assets
Union Hospital Money Purchase Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$32,725,046 Top 16% higher than 84% 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
Union Hospital Money Purchase Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union Hospital Money Purchase Retirement Plan lands in the large band (1,079 participants).
EBSA filing schedule strip
Filing strip 340714771 · Union Hospital Association PY 2022 · Money Purchase
Union Hospital Money Purchase Retirement Plan · $33M · 1,079 · 84th
- RANK $33M
- RANK 1,079
- RANK 84th
- RANK Money Purchase
- RANK near Mdrc Pension Plan
- RANK ind #17328
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 Ohio →
Union Hospital Money Purchase Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Union Hospital Association plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| 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.
- 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
Union Hospital Money Purchase Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is Mdrc Pension Plan in NY ($33M); by covered participants it is Laborers' Local #157 Annuity Fund in NY (1,076 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,079 participants); asset peers above are excluded.
- Laborers' Local #157 Annuity Fund (NY) 1,076 · 3 off
- Dialysis Clinic, Inc. Retirement Plan (TN) 1,089 · 10 off
- Insulators Local No. 37 Retirement Plan (TN) 1,067 · 12 off
- Sup Money Purchase Pension Plan (CA) 1,066 · 13 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.