Other · DOL Form 5500 · 2022
Union Hospital Association Retirement Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 1,074
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $62,833
- Avg per participant Low balance/head
Official DOL plan name: Union Hospital 403(b) Savings Plan · Sponsored by Union Hospital Association · Ohio · Healthcare & Social Assistance
$67M in assets, 1,074 participants
Union Hospital Association's Union Hospital 403(b) Savings Plan reported $67M in total assets and 1,074 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #18,403 in Healthcare & Social Assistance (20,060 peers)
Where Union Hospital 403(b) Savings Plan sits by assets
Union Hospital 403(b) Savings Plan sits in the top 10% of all filed plans by assets, $67M for 1,074 participants (~$62,833/participant), down 14.6% in 2022.
- #18,403
- in Healthcare & Social Assistance (20,060 peers)
- -14.6%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Union Hospital 403(b) Savings Plan's outsized position by total assets
Union Hospital 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$67,482,589 Top 10% higher than 90% 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 403(b) Savings 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 403(b) Savings Plan lands in the large band (1,074 participants).
Published 5500 schedule card
Filing strip 340714771 · Union Hospital Association PY 2022 · Other
Union Hospital 403(b) Savings Plan · $67M · 1,074 · 90th
- PHOTO $67M
- IND 1,074
- EOY 90th
- 5500 Other
- ASSETS near Wayne Unc 403(b) Plan
- PCT ind #18403
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 403(b) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | -$12M |
| Employer EIN | 340714771 |
| Plan Effective Date | 1994-07-01 |
| 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 Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $6.3B · 51,726
- Ohiohealth Retirement Savings Plan 403(b) $1.9B · 28,462
- Faculty and Key Administrative Employee's Retirement Plan a $1.8B · 1,780
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $1.7B · 23,582
- Children's Hospital Medical Center Employee Savings Plan $1.4B · 12,987
Union Hospital 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Wayne Unc 403(b) Plan in NC ($67M); by covered participants it is Swarthmore College Regular Retirement Plan in PA (1,077 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,074 participants); asset peers above are excluded.
- Swarthmore College Regular Retirement Plan (PA) 1,077 · 3 off
- University of New England Defined Contribution Plan (ME) 1,071 · 3 off
- Day Kimball Hospital 403(b) Plan (CT) 1,079 · 5 off
- Quinnipiac University Tax Deferred Annuity Plan (CT) 1,069 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.