Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustee Unite Here! Workers Pension Plan
Data updated 2026-08-25
- $110M
- Total assets Near avg plan size
- 3,641
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $30,079
- Avg per participant Low balance/head
Official DOL plan name: Unite Here! Workers and Hospitality Employers Vdb Pension Trust · Sponsored by Board of Trustee Unite Here! Workers · Massachusetts · Food Services & Accommodation
$110M in assets, 3,641 participants
Board of Trustee Unite Here! Workers's Unite Here! Workers and Hospitality Employers Vdb Pension Trust reported $110M in total assets and 3,641 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #4,517 in Food Services & Accommodation (4,592 peers)
Coverage in Massachusetts
Unite Here! Workers and Hospitality Employers Vdb Pension Trust covers 3,641 participants in Massachusetts, 5.5x the typical Massachusetts plan (state average ~659 per filing). Assets: $110M.
- #4,517
- in Food Services & Accommodation (4,592 peers)
- +0.5%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Unite Here! Workers and Hospitality Employers Vdb Pension Trust's outsized position by total assets
Unite Here! Workers and Hospitality Employers Vdb Pension Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$109,519,450 Top 7% higher than 93% 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
Unite Here! Workers and Hospitality Employers Vdb Pension Trust'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. Unite Here! Workers and Hospitality Employers Vdb Pension Trust lands in the large band (3,641 participants).
EBSA filing schedule strip
Filing strip 454227067 · Board of Trustee Unite Here! Workers PY 2022 · Defined Benefit (Pension)
Unite Here! Workers and Hospitality Employers Vdb Pension Trust · $110M · 3,641 · 93rd
- EIN $110M
- RANK 3,641
- PHOTO 93rd
- IND Defined Benefit (Pension)
- EOY near Interhealth Corp. Retirement Plan
- 5500 ind #4517
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 Food Services & Accommodation retirement plans → · Plans in Massachusetts →
Unite Here! Workers and Hospitality Employers Vdb Pension Trust in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $109M |
|---|---|
| Net Assets (End of Year) | $109M |
| Net Income | $446K |
| Employer EIN | 454227067 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustee Unite Here! Workers)
Sponsor-wide plan assets over time
All Board of Trustee Unite Here! Workers plans reported in each filing year
- Latest sponsor-wide plan assets
- $169M 54.37280775241293% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,641 | $110M |
| 2023 | 1 | 4,092 | $137M |
| 2024 | 1 | 4,762 | $169M |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $9.1B · 55,495
- Liberty Mutual Retirement Benefit Plan $6.8B · 33,087
- Massachusetts Institute of Technology Basic Retirement Plan $5.3B · 11,835
- N. Atlantic States Carp. Pension Fund $4.8B · 17,323
- N. Atlantic States Carp. Guaranteed Annuity Fund $3.6B · 10,962
Unite Here! Workers and Hospitality Employers Vdb Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Interhealth Corp. Retirement Plan in CA ($110M); by covered participants it is Pepco Holdings LLC Retirement Plan in IL (3,642 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($110M here).
- Interhealth Corp. Retirement Plan (CA) $110M · 1,501
- Wang Laboratories, Inc. Pension Plan (FL) $109M · N/A
- Holland & Knight Cash Balance Plan - 2019 (FL) $110M · 590
- Chicago Title & Trust Company Pension Plan (FL) $109M · 501
Similar participant headcount
Nearest other-state filings by covered participants (3,641 participants); asset peers above are excluded.
- Pepco Holdings LLC Retirement Plan (IL) 3,642 · 1 off
- Keycorp Consolidated Cash Balance Plan (OH) 3,640 · 1 off
- Indiana State Council of Carpenters Pension Fund (MI) 3,639 · 2 off
- Building Service Pension Plan (WA) 3,638 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.