Other · DOL Form 5500 · 2022
Union Settlement Association, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 279
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $17,250
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Union Settlement Association · Sponsored by Union Settlement Association, Inc. · New York · Healthcare & Social Assistance
$5M in assets, 279 participants
Union Settlement Association, Inc.'s 403(b) Thrift Plan of Union Settlement Association reported $5M in total assets and 279 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #11,101 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
403(b) Thrift Plan of Union Settlement Association covers 279 participants in New York, about 35% of the average New York filer (state average ~798 per filing). Assets: $5M.
- #11,101
- in Healthcare & Social Assistance (20,060 peers)
- -14.1%
- assets change YoY
The plan reported a net loss of $788K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan of Union Settlement Association's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Union Settlement Association vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,812,887 Top 50% higher than 50% 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
403(b) Thrift Plan of Union Settlement Association among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Union Settlement Association sits mid-pack in the medium band (279 participants).
DOL schedule card
Filing strip 131632530 · Union Settlement Association, Inc. PY 2022 · Other
403(b) Thrift Plan of Union Settlement Association · $5M · 279 · 50th
- ASSETS $5M
- PCT 279
- EIN 50th
- RANK Other
- PHOTO near Hoffmann Hospice 403(b) Plan
- IND ind #11101
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 New York →
403(b) Thrift Plan of Union Settlement Association in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$788K |
| Employer EIN | 131632530 |
| Plan Effective Date | 2011-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Union Settlement Association, Inc.)
Sponsor-wide plan assets over time
All Union Settlement Association, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 21.960765280850254% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 300 | $13M |
| 2023 | 2 | 240 | $14M |
| 2024 | 2 | 240 | $16M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
403(b) Thrift Plan of Union Settlement Association's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Hoffmann Hospice 403(b) Plan in CA ($5M); by covered participants it is Philadelphia Fight 403(b) Defined Contribution Plan in PA (279 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Hoffmann Hospice 403(b) Plan (CA) $5M · 165
- Eei Pension Program (PA) $5M · 197
- Sertoma Centre Inc. Defined Contribution Plan (IL) $5M · 271
- Heritage School of Newnan Retirement Plan (GA) $5M · 114
Similar participant headcount
Nearest other-state filings by covered participants (279 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.