Defined Benefit (Pension) · DOL Form 5500 · 2022
Unity Health System Pension Plan
Data updated 2026-08-06
- $301M
- Total assets
- 3,842
- Participants
- 97th
- Percentile by assets
- $78,340
- Avg per participant
Official DOL plan name: Unity Health System Retirement Plan · Sponsored by Unity Health System · New York · Healthcare & Social Assistance
$301M in assets, 3,842 participants
Unity Health System's Unity Health System Retirement Plan reported $301M in total assets and 3,842 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,258 plans)
- #19,516 in Healthcare & Social Assistance (20,087 peers)
Coverage in New York
Unity Health System Retirement Plan covers 3,842 participants in New York, 4.8x the typical New York plan (state average ~795 per filing). Assets: $301M.
- $301M
- total plan assets (2022 EOY)
- 3,842
- covered participants
- 97th
- percentile by assets (of 139,258 plans)
- $78,340
- avg assets per participant
The plan reported a net loss of $117M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Unity Health System Retirement Plan reports 3,842 participants - 4.8x that state average ($301M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $417M |
|---|---|
| Net Assets (End of Year) | $300M |
| Net Income | -$117M |
| Employer EIN | 222572873 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Unity Health System)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,842 | $301M |
| 2023 | 1 | 4,032 | $321M |
| 2024 | 1 | 4,112 | $343M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Unity Health System Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Unity Health System Retirement Plan by total assets, not by location.
- Retirement Plan for Employees of Intermountain Power Service Corporation (UT) $301M · 342
- The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation (VA) $302M · 1,108
- Dex Pension Plan (TX) $302M · 465
- Los Angeles Hotel-Restaurant Employer- Union Retirement Fund (CA) $300M · 9,650
Frequently Asked Questions
How did Unity Health System Retirement Plan assets move in 2022? ▼
How have Unity Health System plan assets changed over time? ▼
Where does Unity Health System Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Unity Health System Retirement Plan? ▼
Next read for Unity Health System Retirement Plan
Filing takeaways
Ways to act on Unity Health System Retirement Plan's numbers.
- By total assets, Unity Health System 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 Defined Benefit (Pension) plans in New York. Compare plans
- Unity Health System's sponsor-wide assets have grown 14.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans