Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustee Unite Here! Workers Pension Plan
Data updated 2026-08-11
- $110M
- Total assets
- 3,641
- Participants
- 93rd
- Percentile by assets
- $30,079
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $110M
- total plan assets (2022 EOY)
- 3,641
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $30,079
- avg assets per participant
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Unite Here! Workers and Hospitality Employers Vdb Pension Trust reports 3,641 participants - 5.5x that state average ($110M EOY assets).
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)
| 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.
Unite Here! Workers and Hospitality Employers Vdb Pension Trust vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Unite Here! Workers and Hospitality Employers Vdb Pension Trust by total assets, not by location.
- 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
Frequently Asked Questions
How did Unite Here! Workers and Hospitality Employers Vdb Pension Trust assets move in 2022? ▼
How have Board of Trustee Unite Here! Workers plan assets changed over time? ▼
Where does Unite Here! Workers and Hospitality Employers Vdb Pension Trust rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Unite Here! Workers and Hospitality Employers Vdb Pension Trust? ▼
Next read for Unite Here! Workers and Hospitality Empl…
Filing takeaways
Ways to act on Unite Here! Workers and Hospitality Employers Vdb Pension Trust's numbers.
- By total assets, Unite Here! Workers and Hospitality Employers Vdb Pension Trust 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 Massachusetts. Compare plans
- Board of Trustee Unite Here! Workers's sponsor-wide assets have grown 54.4% since 2022 across 3 plan years on file. More Food Services & Accommodation plans