Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees - Legacy Plan of the Unite Here Retirement Fund Pension Plan
Data updated 2026-08-11
- $610M
- Total assets
- 18,942
- Participants
- 98th
- Percentile by assets
- $32,205
- Avg per participant
Official DOL plan name: The Legacy Plan of the Unite Here Retirement Fund · Sponsored by Board of Trustees - Legacy Plan of the Unite Here Retirement Fund · New York · Finance & Insurance
$610M in assets, 18,942 participants
Board of Trustees - Legacy Plan of the Unite Here Retirement Fund's The Legacy Plan of the Unite Here Retirement Fund reported $610M in total assets and 18,942 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #8,953 in Finance & Insurance (9,261 peers)
Coverage in New York
The Legacy Plan of the Unite Here Retirement Fund covers 18,942 participants in New York, 24x the typical New York plan (state average ~798 per filing). Assets: $610M.
- $610M
- total plan assets (2022 EOY)
- 18,942
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $32,205
- avg assets per participant
The plan reported a net loss of $168M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. The Legacy Plan of the Unite Here Retirement Fund reports 18,942 participants - 24x that state average ($610M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $770M |
|---|---|
| Net Assets (End of Year) | $590M |
| Net Income | -$168M |
| Employer EIN | 820994119 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Legacy Plan of the Unite Here Retirement Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 58,625 | $872M |
| 2023 | 2 | 61,879 | $940M |
| 2024 | 2 | 59,771 | $1.1B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
The Legacy Plan of the Unite Here Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Scale composition for The Legacy Plan of the Unite Here Retirement Fund
The Legacy Plan of the Unite Here Retirement Fund reports $610M in end-of-year assets across 18,942 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $32,205 per participant (23% of the national average assets-per-participant) . Net income for plan year 2022 was -$168M.
This plan identity (EIN 820994119, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $610M to $609M (-0.2%) while covered participants moved from 18,942 to 18,598 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 18,942 | $610M | This page |
| 2023 | 19,570 | $591M | Open filing |
| 2024 · index core | 18,598 | $609M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- The Legacy Plan of the Unite Here Retirement Fund (Defined Benefit (Pension), $609M, 18,598 participants)
- The Adjustable Plan of the Unite Here Retirement (Defined Benefit (Pension), $450M, 41,173 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Legacy Plan of the Unite Here Retirement Fund by total assets, not by location.
- General Dynamics Retirement Plan (Land Systems) (VA) $610M · 1,181
- San Francisco Culinary Bartenders & Service Employees Pension Plan (CA) $610M · 5,376
- U.a. Local 467 Defined Benefit Plan (CA) $611M · 846
- Teamsters Negotiated Pension Plan (MO) $609M · 2,162
Frequently Asked Questions
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How have Board of Trustees - Legacy Plan of the Unite Here Retirement Fund plan assets changed over time? ▼
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Filing takeaways
Ways to act on The Legacy Plan of the Unite Here Retirement Fund's numbers.
- By total assets, The Legacy Plan of the Unite Here Retirement Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Board of Trustees - Legacy Plan of the Unite Here Retirement Fund's sponsor-wide assets have grown 21.4% since 2022 across 3 plan years on file. More Finance & Insurance plans