Other · DOL Form 5500 · 2022
United Health Services, Inc. Retirement Plan
Data updated 2026-08-25
- $270M
- Total assets Near avg plan size
- 6,214
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $43,518
- Avg per participant Low balance/head
Official DOL plan name: United Health Services, Inc. 403(b) Retirement Plan · Sponsored by United Health Services, Inc. · New York · Healthcare & Social Assistance
$270M in assets, 6,214 participants
United Health Services, Inc.'s United Health Services, Inc. 403(b) Retirement Plan reported $270M in total assets and 6,214 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,444 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
United Health Services, Inc. 403(b) Retirement Plan covers 6,214 participants in New York, 7.8x the typical New York plan (state average ~798 per filing). Assets: $270M.
- #19,444
- in Healthcare & Social Assistance (20,060 peers)
- -15.5%
- assets change YoY
- 2.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $49M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
United Health Services, Inc. 403(b) Retirement Plan's outsized position by total assets
United Health Services, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$270,420,727 Top 3% higher than 97% 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
United Health Services, Inc. 403(b) 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. United Health Services, Inc. 403(b) Retirement Plan lands in the large band (6,214 participants).
Form 5500 schedule snapshot
Filing strip 222682421 · United Health Services, Inc. PY 2022 · Other
United Health Services, Inc. 403(b) Retirement Plan · $270M · 6,214 · 97th
- PCT $270M
- EIN 6,214
- RANK 97th
- PHOTO Other
- IND near Middlebury College Voluntary Retirement Plan
- EOY ind #19444
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 New York →
United Health Services, Inc. 403(b) Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $320M |
|---|---|
| Net Assets (End of Year) | $270M |
| Net Income | -$49M |
| Employer EIN | 222682421 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Health Services, Inc.)
Sponsor-wide plan assets over time
All United Health Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $391M 44.70214185911866% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,214 | $270M |
| 2023 | 1 | 6,652 | $330M |
| 2024 | 1 | 6,793 | $391M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Scale composition for United Health Services, Inc. 403(b) Retirement Plan
United Health Services, Inc. 403(b) Retirement Plan reports $270M in end-of-year assets across 6,214 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $43,518 per participant (31% of the national average assets-per-participant) . Net income for plan year 2022 was -$49M.
This plan identity (EIN 222682421, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $270M to $391M (+44.7%) while covered participants moved from 6,214 to 6,793 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,214 | $270M | This page |
| 2023 | 6,652 | $330M | Open filing |
| 2024 · index core | 6,793 | $391M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- United Health Services, Inc. 403(b) Retirement Plan (Other, $391M, 6,793 participants)
United Health Services, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Middlebury College Voluntary Retirement Plan in VT ($269M); by covered participants it is Ann & Robert H. Lurie Children's Hospital of Chicago Retirement Savings Plan in IL (6,209 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($270M here).
- Middlebury College Voluntary Retirement Plan (VT) $269M · 1,039
- Punahou School Defined Contribution Retirement Plan (HI) $269M · 934
- St. Olaf College 403(b) Retirement Plan (MN) $273M · 716
- Azusa Pacific University Defined Contribution Plan (CA) $268M · 2,454
Similar participant headcount
Nearest other-state filings by covered participants (6,214 participants); asset peers above are excluded.
- Ann & Robert H. Lurie Children's Hospital of Chicago Retirement Savings Plan (IL) 6,209 · 5 off
- Lakeland Regional Medical Center 403(b) Plan (FL) 6,204 · 10 off
- Kaiser Permanente Washington 403(b) Plan (CA) 6,233 · 19 off
- Mercy Health Corporation Employees Retirement Plan (IL) 6,181 · 33 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.