Defined Benefit (Pension) · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$138M
Total assets
514
Participants
94th
Percentile by assets
$268,325
Avg per participant
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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.

  • 94th percentile by assets (of 139,126 plans)
  • #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.

$138M
total plan assets (2022 EOY)
514
covered participants
94th
percentile by assets (of 139,126 plans)
$268,325
avg assets per participant

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.

Where Retirement Plan of the Unite Here International sits 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 $2,010,000,000 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

State
Industry

Retirement Plan of the Unite Here International vs the 2022 asset distribution

By assets, Retirement Plan of the Unite Here International outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

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)

$130M$140M$150M$160M$170M 202220232024 $138M $163M ▲ +17.8%
Total plan assets by year, all Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals plans on file
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 ($B) Participants Retirement Plan of t…, Total assets ($B): 0.137919251 · Participants: 514Retirement Plan of t…IBM Personal Pension…, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension…Consolidated Edison …, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison …Pepsico Employees Re…, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Re…New York State Nurse…, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurse…New York District Co…, Total assets ($B): 4.837058087 · Participants: 11318New York District Co…
Retirement Plan of the Unite Here International vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement Plan of the Unite Here International by total assets, not by location.

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).

Next read for Retirement Plan of the Unite Here Intern…

Scale reading

Ways to act on Retirement Plan of the Unite Here International's numbers.

  • By total assets, Retirement Plan of the Unite Here International ranks in the top 10% 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
  • Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals's sponsor-wide assets have grown 17.8% since 2022 across 3 plan years on file. More Other Services plans