Other · DOL Form 5500 · 2022

Union Hospital Association Retirement Plan

Data updated 2026-08-11

$67M
Total assets
1,074
Participants
90th
Percentile by assets
$62,833
Avg per participant
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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.

  • 90th percentile by assets (of 139,126 plans)
  • #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.

$67M
total plan assets (2022 EOY)
1,074
covered participants
90th
percentile by assets (of 139,126 plans)
$62,833
avg assets per participant

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 vs the 2022 asset distribution

By assets, Union Hospital 403(b) Savings Plan outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$67M
Net Income-$12M
Employer EIN340714771
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Hospital Association)

$-50M$0M$50M$100M$150M 202220232024 $100M $0M ▼ -100.0%
Total plan assets by year, all Union Hospital Association plans on file
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.

Union Hospital 403(b) Savings Plan vs. nearby Other plans in Ohio, assets vs. participants

Union Hospital 403(b) Savings Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Union Hospital 403(b…Cleveland Clinic Sav…Ohiohealth Retiremen…Faculty and Key Admi…University Hospitals…Children's Hospital …
Union Hospital 403(b) Savings Plan vs. nearby Other plans in Ohio, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Union Hospital 403(b) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Union Hospital 403(b) Savings Plan assets move in 2022?
Union Hospital 403(b) Savings Plan pulled back noticeably - down 14.6% during 2022, from $79M to $67M. Reported net income was -$12M.
Where does Union Hospital 403(b) Savings Plan rank by assets among Form 5500 filers?
Union Hospital 403(b) Savings Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Union Hospital 403(b) Savings Plan?
Among Other plans in other states, the closest by assets is Wayne Unc 403(b) Plan in NC ($67M, 1,502 participants).

Scale reading

Ways to act on Union Hospital 403(b) Savings Plan's numbers.

  • By total assets, Union Hospital 403(b) Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Ohio. Compare plans