Defined Benefit (Pension) · DOL Form 5500 · 2022

Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals Pension Plan

Data updated 2026-08-25

$138M
Total assets Near avg plan size
514
Participants Below avg headcount
94th
Percentile by assets National rank
$268,325
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan of the Unite Here International · Sponsored by Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals · New York · Other Services

$138M in assets, 514 participants

Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals's Retirement Plan of the Unite Here International reported $138M in total assets and 514 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,248 in Other Services (8,398 peers)

Where Retirement Plan of the Unite Here International sits by assets

Retirement Plan of the Unite Here International sits in the top 10% of all filed plans by assets, $138M for 514 participants (~$268,325/participant), down 16.5% in 2022.

#8,248
in Other Services (8,398 peers)
-16.5%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan of the Unite Here International's outsized position by total assets

Retirement Plan of the Unite Here International vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$137,919,251 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Retirement Plan of the Unite Here International among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan of the Unite Here International sits mid-pack in the medium band (514 participants).

Plan-year Form 5500 strip

Filing strip 863429387 · Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals PY 2022 · Defined Benefit (Pension)

Retirement Plan of the Unite Here International · $138M · 514 · 94th

  • EBSA $138M
  • PART 514
  • TYPE 94th
  • NET Defined Benefit (Pension)
  • BOOK near Am General Salaried Retirement Plan
  • VS-ST ind #8248

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 Other Services retirement plans → · Plans in New York →

Retirement Plan of the Unite Here International in the asset neighbourhood

Retirement Income Plan for Employees of Eisenhower Medical CenterRetirement Income Plan for E…$138MRetirement Plan of the Unite Here InternationalRetirement Plan of the Unite…$138MAm General Salaried Retirement PlanAm General Salaried Retireme…$138MRetirement Plan for Employees of St. Mary's Medical CenterRetirement Plan for Employee…$138MFish & Richardson Principals' Cash Balance PlanFish & Richardson Principals…$138M
End-of-year total assets ($M) among Retirement Plan of the Unite Here International and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$165M
Net Assets (End of Year)$138M
Net Income-$27M
Employer EIN863429387
Plan Effective Date2021-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals)

Sponsor-wide plan assets over time

All Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals plans reported in each filing year

Latest sponsor-wide plan assets
$163M 17.82819644227911% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $138M $163M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 514 $138M
2023 1 668 $151M
2024 1 745 $163M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan of the Unite Here International vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Retirement Plan of the Unite Here International, Total assets ($B): 0.137919251 · Participants: 514Retirement Plan of the Unite Here InternationalIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Retirement Plan of the Unite Here International vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Retirement Plan of the Unite Here International side-by-side with 3 peers →

Retirement Plan of the Unite Here International's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Am General Salaried Retirement Plan in IN ($138M); by covered participants it is Raley's Group Pension Plan in CA (513 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (514 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan of the Unite Here International assets move in 2022? ▼
Retirement Plan of the Unite Here International declined sharply - down 16.5% during 2022, from $165M to $138M. Reported net income was -$27M.
How have Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals's sponsor-wide assets grew 17.8%, from $138M to $163M.
Where does Retirement Plan of the Unite Here International rank by assets among Form 5500 filers? ▼
Retirement Plan of the Unite Here International ranks in the 94th 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 Defined Benefit (Pension) plans are similar in size to Retirement Plan of the Unite Here International? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Am General Salaried Retirement Plan in IN ($138M, 148 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan of the Unite Here International? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Raley's Group Pension Plan in CA (513 participants, $109M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 863429387.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.