Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees - Legacy Plan of the Unite Here Retirement Fund Pension Plan
Data updated 2026-08-25
- $610M
- Total assets Above avg plan size
- 18,942
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $32,205
- Avg per participant Low balance/head
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.
- #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.
- #8,953
- in Finance & Insurance (9,261 peers)
- -20.8%
- assets change YoY
- 6.1×
- vs typical plan assets (national mean)
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.
The Legacy Plan of the Unite Here Retirement Fund's outsized position by total assets
The Legacy Plan of the Unite Here Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$610,020,203 Top 2% higher than 98% 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
The Legacy Plan of the Unite Here Retirement Fund's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Legacy Plan of the Unite Here Retirement Fund is a mega filing (18,942 participants), the rightmost band on the breakdown.
Form 5500 schedule snapshot
Filing strip 820994119 · Board of Trustees - Legacy Plan of the Unite Here Retirement Fund PY 2022 · Defined Benefit (Pension)
The Legacy Plan of the Unite Here Retirement Fund · $610M · 18,942 · 98th
- SCH $610M
- EBSA 18,942
- PART 98th
- TYPE Defined Benefit (Pension)
- NET near General Dynamics Retirement Plan (Land Systems)
- BOOK ind #8953
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 Finance & Insurance retirement plans → · Plans in New York →
The Legacy Plan of the Unite Here Retirement Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees - Legacy Plan of the Unite Here Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 21.4094054107079% vs 2022
- 2024 filing year
| 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.
- 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)
The Legacy Plan of the Unite Here Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is General Dynamics Retirement Plan (Land Systems) in VA ($610M); by covered participants it is General Motors Hourly-Rate Employees Pension Plan in MI (18,766 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($610M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (18,942 participants); asset peers above are excluded.
- General Motors Hourly-Rate Employees Pension Plan (MI) 18,766 · 176 off
- Bjc Pension Plan (MO) 19,132 · 190 off
- Time Warner Cable Pension Plan (NC) 18,624 · 318 off
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. (CA) 19,326 · 384 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.