Other · DOL Form 5500 · 2022
Union Hospital, Inc. Retirement Plan
Data updated 2026-08-11
- $164M
- Total assets
- 3,104
- Participants
- 95th
- Percentile by assets
- $52,874
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $164M
- total plan assets (2022 EOY)
- 3,104
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $52,874
- avg assets per participant
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.
Where Union Health 403(b)Retirement Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Union Health 403(b)Retirement Plan reports 3,104 participants - 5.7x that state average ($164M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $185M |
|---|---|
| Net Assets (End of Year) | $164M |
| Net Income | -$21M |
| Employer EIN | 350876396 |
| Plan Effective Date | 1997-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Union Hospital, Inc.)
| 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.
- Parkview Health System, Inc. 403(b) Plan $634M · 14,230
- Beacon Retirement Savings 403(b) Plan $489M · 7,114
- Ici Multiple Employer Plan $409M · 2,630
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $334M · 7,442
- Butler University Retirement Plan $306M · 985
Similar-Sized Other Plans Nationally
Other plans in other states closest to Union Health 403(b)Retirement Plan by total assets, not by location.
- Harvey Mudd College Academic Retirement Plan (CA) $164M · 418
- Concordia College Retirement Plan (MN) $164M · 619
- Womans Hospital Foundation 403(b) Retirement Savings Plan (LA) $164M · 1,786
- Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan (NY) $164M · 437
Frequently Asked Questions
How did Union Health 403(b)Retirement Plan assets move in 2022? ▼
How have Union Hospital, Inc. plan assets changed over time? ▼
Where does Union Health 403(b)Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Union Health 403(b)Retirement Plan? ▼
Next read for Union Health 403(b)Retirement Plan
Filing takeaways
Ways to act on Union Health 403(b)Retirement Plan's numbers.
- By total assets, Union Health 403(b)Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Indiana. Compare plans
- Union Hospital, Inc.'s sponsor-wide assets have grown 41.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans