Other · DOL Form 5500 · 2023

Unity Health Care, Inc. Retirement Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
895
Participants Near avg headcount
83rd
Percentile by assets National rank
$44,687
Avg per participant Low balance/head
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Official DOL plan name: Unity Health Care, Inc. 403 (B) Plan · Sponsored by Unity Health Care, Inc. · District of Columbia · Healthcare & Social Assistance

$40M in assets, 895 participants

Unity Health Care, Inc.'s Unity Health Care, Inc. 403 (B) Plan reported $40M in total assets and 895 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,127 in Healthcare & Social Assistance (17,684 peers)

Where Unity Health Care, Inc. 403 (B) Plan sits by assets

Unity Health Care, Inc. 403 (B) Plan sits in the top quartile of all filed plans by assets, $40M for 895 participants (~$44,687/participant), up 16.3% in 2023.

#15,127
in Healthcare & Social Assistance (17,684 peers)
+16.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Unity Health Care, Inc. 403 (B) Plan's outsized position by total assets

Unity Health Care, Inc. 403 (B) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$39,994,896 Top 17% higher than 83% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Unity Health Care, Inc. 403 (B) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unity Health Care, Inc. 403 (B) Plan sits mid-pack in the medium band (895 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unity Health Care, Inc. 403 (B) Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Unity Health Care, Inc. 403 (B) Plan end-of-year assets fell from $47M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Unity Health Care, Inc. 403 (B) Plan reported participants rose from 832 in the plan year 2022 filing to 895 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521572431 · Unity Health Care, Inc. PY 2023 · Other

Unity Health Care, Inc. 403 (B) Plan · $40M · 895 · 83rd

  • SCH $40M
  • EBSA 895
  • PART 83rd
  • TYPE Other
  • NET near Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan
  • BOOK ind #15127

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 District of Columbia →

Unity Health Care, Inc. 403 (B) Plan in the asset neighbourhood

Mt. Washington Pediatric Hospital 403(b) PlanMt. Washington Pediatric Hos…$40MImmaculata University Defined Contribution Retirement PlanImmaculata University Define…$40MCentral Methodist University DC Retirement Plan and Tax Deferred Annuity PlanCentral Methodist University…$40MUnity Health Care, Inc. 403 (B) PlanUnity Health Care, Inc. 403 …$40MDarlington School DC Plan$40M
End-of-year total assets ($M) among Unity Health Care, Inc. 403 (B) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$40M
Net Income$6M
Employer EIN521572431
Plan Effective Date1988-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unity Health Care, Inc.)

Sponsor-wide plan assets over time

All Unity Health Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$58M 28.996158694746217% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $81.7M $58M ▼ -29.0%
Year Plans Participants Total Assets
2022 2 1,765 $82M
2023 3 2,738 $139M
2024 1 875 $58M

Nearby Other Plans in District of Columbia

Peer Other plans, same state, same plan type, ranked by total assets.

Unity Health Care, Inc. 403 (B) Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Unity Health Care, Inc. 403 (B) Plan, Total assets ($B): 0.039994896 · Participants: 895Unity Health Care, Inc. 403 (B) PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.573431912 · Participants: 431907Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.233326595 · Participants: 4981Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.269733433 · Participants: 2668American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.110483572 · Participants: 6611Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.864736688 · Participants: 15030Georgetown University Voluntary Contribution Retirement Plan
Unity Health Care, Inc. 403 (B) Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare Unity Health Care, Inc. 403 (B) Plan side-by-side with 3 peers →

Unity Health Care, Inc. 403 (B) Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan in MO ($40M); by covered participants it is 403(b)Thrift Plan of Franziska Racker Centers, Inc. in NY (894 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (895 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Unity Health Care, Inc. 403 (B) Plan assets move in 2023? ▼
Unity Health Care, Inc. 403 (B) Plan grew sharply - up 16.3% during 2023, from $34M to $40M. Reported net income was $6M.
How have Unity Health Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unity Health Care, Inc.'s sponsor-wide assets declined 29.0%, from $82M to $58M.
Where does Unity Health Care, Inc. 403 (B) Plan rank by assets among Form 5500 filers? ▼
Unity Health Care, Inc. 403 (B) Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Unity Health Care, Inc. 403 (B) Plan? ▼
Among Other plans in other states, the closest by assets is Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan in MO ($40M, 305 participants).
Which Other plans cover a similar participant headcount to Unity Health Care, Inc. 403 (B) Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b)Thrift Plan of Franziska Racker Centers, Inc. in NY (894 participants, $33M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521572431.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.