Other · DOL Form 5500 · 2023

Unity Health Care, Inc. Retirement Plan

Data updated 2026-08-11

$45M
Total assets
930
Participants
84th
Percentile by assets
$48,348
Avg per participant
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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

$45M in assets, 930 participants

Unity Health Care, Inc.'s Unity Health Care, Inc. 403 (B) Plan reported $45M in total assets and 930 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 127,072 plans)
  • #15,336 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, $45M for 930 participants (~$48,348/participant), up 12.4% in 2023.

$45M
total plan assets (2023 EOY)
930
covered participants
84th
percentile by assets (of 127,072 plans)
$48,348
avg assets per participant

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

$44,963,925 Top 16% higher than 84% of 127,068 filed plans

This plan $0 $2,010,000,000 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

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 $5M 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 930 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 $45M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
District of Columbia
Industry
Healthcare & Social Assistance

Unity Health Care, Inc. 403 (B) Plan vs the 2023 asset distribution

By assets, Unity Health Care, Inc. 403 (B) Plan outranks 84% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$45M
Net Income$5M
Employer EIN521572431
Plan Effective Date1988-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unity Health Care, Inc.)

$0M$50M$100M$150M 202220232024 $81.7M $58M ▼ -29.0%
Total plan assets by year, all Unity Health Care, Inc. plans on file
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 ($B) Participants Unity Health Care, I…, Total assets ($B): 0.044963925 · Participants: 930Unity Health Care, I…Int'l Brotherhood of…, Total assets ($B): 2.573431912 · Participants: 431907Int'l Brotherhood of…Georgetown Universit…, Total assets ($B): 2.233326595 · Participants: 4981Georgetown Universit…American University …, Total assets ($B): 1.269733433 · Participants: 2668American University …Howard University Sa…, Total assets ($B): 1.110483572 · Participants: 6611Howard University Sa…Georgetown Universit…, Total assets ($B): 0.864736688 · Participants: 15030Georgetown Universit…
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 →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Unity Health Care, Inc. 403 (B) Plan by total assets, not by location.

Frequently Asked Questions

How did Unity Health Care, Inc. 403 (B) Plan assets move in 2023? ▼
Unity Health Care, Inc. 403 (B) Plan grew at a solid clip - up 12.4% during 2023, from $40M to $45M. Reported net income was $5M.
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 84th 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 Harpeth Hall School Defined Contribution Retirement Plan in TN ($45M, 172 participants).

Next read for Unity Health Care, Inc. 403 (B) Plan

Scale reading

Ways to act on Unity Health Care, Inc. 403 (B) Plan's numbers.

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.