Other · DOL Form 5500 · 2022

Union Hospital, Inc. Retirement Plan

Data updated 2026-08-25

$164M
Total assets Near avg plan size
3,104
Participants Above avg headcount
95th
Percentile by assets National rank
$52,874
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Union Health 403(b)Retirement Plan · Sponsored by Union Hospital, Inc. · Indiana · Healthcare & Social Assistance

$164M in assets, 3,104 participants

Union Hospital, Inc.'s Union Health 403(b)Retirement Plan reported $164M in total assets and 3,104 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,172 in Healthcare & Social Assistance (20,060 peers)

Coverage in Indiana

Union Health 403(b)Retirement Plan covers 3,104 participants in Indiana, 5.7x the typical Indiana plan (state average ~541 per filing). Assets: $164M.

#19,172
in Healthcare & Social Assistance (20,060 peers)
-11.4%
assets change YoY
1.6×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Union Health 403(b)Retirement Plan's outsized position by total assets

Union Health 403(b)Retirement Plan vs every filed plan by assets

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

$164,119,633 Top 5% higher than 95% 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

Union Health 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. Union Health 403(b)Retirement Plan lands in the large band (3,104 participants).

EBSA filing schedule strip

Filing strip 350876396 · Union Hospital, Inc. PY 2022 · Other

Union Health 403(b)Retirement Plan · $164M · 3,104 · 95th

  • PCT $164M
  • EIN 3,104
  • RANK 95th
  • PHOTO Other
  • IND near Harvey Mudd College Academic Retirement Plan
  • EOY ind #19172

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 Indiana →

Union Health 403(b)Retirement Plan in the asset neighbourhood

Harvey Mudd College Academic Retirement PlanHarvey Mudd College Academic…$164MUnion Health 403(b)Retirement PlanUnion Health 403(b)Retiremen…$164MConcordia College Retirement PlanConcordia College Retirement…$164MWomans Hospital Foundation 403(b) Retirement Savings PlanWomans Hospital Foundation 4…$164MEthical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity PlanEthical Culture Fieldston Sc…$164M
End-of-year total assets ($M) among Union Health 403(b)Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$185M
Net Assets (End of Year)$164M
Net Income-$21M
Employer EIN350876396
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Hospital, Inc.)

Sponsor-wide plan assets over time

All Union Hospital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$233M 41.86999918528943% vs 2022
2024 filing year
$150M$200M$250M 202220232024 $164M $233M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 3,104 $164M
2023 1 3,178 $203M
2024 1 2,774 $233M

Nearby Other Plans in Indiana

Peer Other plans, same state, same plan type, ranked by total assets.

Union Health 403(b)Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. 050001000015000 0200400600800 Total assets ($M) Participants Union Health 403(b)Retirement Plan, Total assets ($M): 164.119633 · Participants: 3104Union Health 403(b)Retirement PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 634.111369 · Participants: 14230Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 488.852141 · Participants: 7114Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 408.673923 · Participants: 2630Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 333.513191 · Participants: 7442Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 305.561372 · Participants: 985Butler University Retirement Plan
Union Health 403(b)Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Union Health 403(b)Retirement Plan side-by-side with 3 peers →

Union Health 403(b)Retirement Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Harvey Mudd College Academic Retirement Plan in CA ($164M); by covered participants it is Community Memorial Health System 403(b) Plan in CA (3,107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,104 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 Union Health 403(b)Retirement Plan assets move in 2022? ▼
Union Health 403(b)Retirement Plan pulled back noticeably - down 11.4% during 2022, from $185M to $164M. Reported net income was -$21M.
How have Union Hospital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Hospital, Inc.'s sponsor-wide assets grew 41.9%, from $164M to $233M.
Where does Union Health 403(b)Retirement Plan rank by assets among Form 5500 filers? ▼
Union Health 403(b)Retirement Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Union Health 403(b)Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Harvey Mudd College Academic Retirement Plan in CA ($164M, 418 participants).
Which Other plans cover a similar participant headcount to Union Health 403(b)Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Memorial Health System 403(b) Plan in CA (3,107 participants, $325M 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 350876396.

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.