Defined Benefit (Pension) · DOL Form 5500 · 2022
Unity Health System Pension Plan
Data updated 2026-08-25
- $301M
- Total assets Above avg plan size
- 3,842
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $78,340
- Avg per participant Below avg balance/head
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.
- #19,489 in Healthcare & Social Assistance (20,060 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 ~798 per filing). Assets: $301M.
- #19,489
- in Healthcare & Social Assistance (20,060 peers)
- -27.8%
- assets change YoY
- 3.0×
- vs typical plan assets (national mean)
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.
Unity Health System Retirement Plan's outsized position by total assets
Unity Health System Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$300,982,415 Top 3% higher than 97% 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
Unity Health System Retirement Plan'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. Unity Health System Retirement Plan lands in the large band (3,842 participants).
Form 5500 schedule snapshot
Filing strip 222572873 · Unity Health System PY 2022 · Defined Benefit (Pension)
Unity Health System Retirement Plan · $301M · 3,842 · 97th
- VS-ST $301M
- BOY 3,842
- SCH 97th
- EBSA Defined Benefit (Pension)
- PART near Retirement Plan for Employees of Intermountain Power Service Corporation
- TYPE ind #19489
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 →
Unity Health System Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Unity Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $343M 13.976755751660775% vs 2022
- 2024 filing year
| 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.
- 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
Unity Health System Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Intermountain Power Service Corporation in UT ($301M); by covered participants it is Southwire Company Hourly Pension Plan in GA (3,829 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($301M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,842 participants); asset peers above are excluded.
- Southwire Company Hourly Pension Plan (GA) 3,829 · 13 off
- Intermountain Retail Store Employees Pension Plan (WA) 3,823 · 19 off
- Lehigh Valley Health Network, Inc. Retirement Plan (PA) 3,821 · 21 off
- Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners (FL) 3,819 · 23 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.