Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

UNITY HOUSE OF TROY, INC. 403B DC PLAN AND TDA PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNITY HOUSE OF TROY, INC.

This Profit Sharing plan holds $20M in total assets and serves 319 participants as of 2022. It is sponsored by UNITY HOUSE OF TROY, INC. in New York. The plan reported a net loss of $3M for the year.

Total Assets (2023)
$20M
Participants
319
State
Industry
Healthcare & Social Assistance

What the Filing Says About UNITY HOUSE OF TROY, INC. 403B DC PLAN AND TDA PLAN

UNITY HOUSE OF TROY, INC. 403B DC PLAN AND TDA PLAN is a Profit Sharing retirement plan sponsored by UNITY HOUSE OF TROY, INC., headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 319 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 232378930, and the plan has been effective since 1985-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2022 to $20M at year-end — a decline of 13.5%. Net assets (after liabilities) closed the year at $20M, with reported net income of $-3,145,066 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$23M
Total Assets (End of Year)$20M
Net Assets (End of Year)$20M
Net Income$-3,145,066
Plan TypeProfit Sharing
Employer EIN232378930
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UNITY HOUSE OF TROY, INC.)

Year Plans Participants Total Assets
2022 1 319 $20M
2023 1 405 $23M
2024 1 352 $27M

Nearby Profit Sharing Plans in New York

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Frequently Asked Questions

How much money is in the UNITY HOUSE OF TROY, INC. 403B DC PLAN AND TDA PLAN?
As of the 2022 Form 5500 filing, UNITY HOUSE OF TROY, INC. 403B DC PLAN AND TDA PLAN holds $20M in total assets with 319 participants. It is sponsored by UNITY HOUSE OF TROY, INC..
What type of plan is UNITY HOUSE OF TROY, INC. 403B DC PLAN AND TDA PLAN?
UNITY HOUSE OF TROY, INC. 403B DC PLAN AND TDA PLAN is a Profit Sharing plan. It has been effective since 1985-01-01. The plan is filed with the U.S. Department of Labor under EIN 232378930.
Who sponsors the UNITY HOUSE OF TROY, INC. 403B DC PLAN AND TDA PLAN?
UNITY HOUSE OF TROY, INC. 403B DC PLAN AND TDA PLAN is sponsored by UNITY HOUSE OF TROY, INC., located in New York. The sponsor's EIN is 232378930 and the plan operates in the Healthcare & Social Assistance industry.
How did UNITY HOUSE OF TROY, INC. 403B DC PLAN AND TDA PLAN perform in 2022?
UNITY HOUSE OF TROY, INC. 403B DC PLAN AND TDA PLAN declined by 13.5% during 2022, moving from $23M to $20M in total assets. Net income was $-3,145,066.
Where can I find official filings for UNITY HOUSE OF TROY, INC. 403B DC PLAN AND TDA PLAN?
Official Form 5500 filings for UNITY HOUSE OF TROY, INC. 403B DC PLAN AND TDA PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 232378930 or plan name at efast.dol.gov.
How does UNITY HOUSE OF TROY, INC. 403B DC PLAN AND TDA PLAN compare to other plans?
You can compare UNITY HOUSE OF TROY, INC. 403B DC PLAN AND TDA PLAN against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 232378930.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.