Other · DOL Form 5500 · 2023

Unity House of Troy, Inc. Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
405
Participants Below avg headcount
75th
Percentile by assets National rank
$57,671
Avg per participant Low balance/head
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Official DOL plan name: Unity House of Troy, Inc. 403b DC Plan and Tda Plan · Sponsored by Unity House of Troy, Inc. · New York · Healthcare & Social Assistance

$23M in assets, 405 participants

Unity House of Troy, Inc.'s Unity House of Troy, Inc. 403b DC Plan and Tda Plan reported $23M in total assets and 405 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #14,023 in Healthcare & Social Assistance (17,684 peers)

Where Unity House of Troy, Inc. 403b DC Plan and Tda Plan sits by assets

Unity House of Troy, Inc. 403b DC Plan and Tda Plan sits in the top quartile of all filed plans by assets, $23M for 405 participants (~$57,671/participant), up 15.9% in 2023.

#14,023
in Healthcare & Social Assistance (17,684 peers)
+15.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Unity House of Troy, Inc. 403b DC Plan and Tda Plan's outsized position by total assets

Unity House of Troy, Inc. 403b DC Plan and Tda Plan vs every filed plan by assets

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

$23,356,863 Top 25% higher than 75% 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 House of Troy, Inc. 403b DC Plan and Tda 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 House of Troy, Inc. 403b DC Plan and Tda Plan sits mid-pack in the medium band (405 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unity House of Troy, Inc. 403b DC Plan and Tda Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Unity House of Troy, Inc. 403b DC Plan and Tda Plan reported participants rose from 319 in the plan year 2022 filing to 405 in the plan year 2023 filing.
  • Unity House of Troy, Inc. 403b DC Plan and Tda Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 232378930 · Unity House of Troy, Inc. PY 2023 · Other

Unity House of Troy, Inc. 403b DC Plan and Tda Plan · $23M · 405 · 75th

  • ASSETS $23M
  • PCT 405
  • EIN 75th
  • RANK Other
  • PHOTO near Greensboro College Retirement Plan
  • IND ind #14023

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 House of Troy, Inc. 403b DC Plan and Tda Plan in the asset neighbourhood

403b Thrift Plan of Comprehensive Behavioral Healthcare, Inc.403b Thrift Plan of Comprehe…$23MUnity House of Troy, Inc. 403b DC Plan and Tda PlanUnity House of Troy, Inc. 40…$23MGreensboro College Retirement PlanGreensboro College Retiremen…$23MCincinnati Museum Center Retirement PlanCincinnati Museum Center Ret…$23MPackard Children's Health Alliance 403(b) Retirement PlanPackard Children's Health Al…$23M
End-of-year total assets ($M) among Unity House of Troy, Inc. 403b DC Plan and Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN232378930
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unity House of Troy, Inc.)

Sponsor-wide plan assets over time

All Unity House of Troy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 32.705706116464256% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.2M $26.8M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 319 $20M
2023 1 405 $23M
2024 1 352 $27M

Nearby Other Plans in New York

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

Unity House of Troy, Inc. 403b DC Plan and Tda Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Unity House of Troy, Inc. 403b DC Plan and Tda Plan, Total assets ($B): 0.023356863 · Participants: 405Unity House of Troy, Inc. 403b DC Plan and Tda PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Unity House of Troy, Inc. 403b DC Plan and Tda Plan vs. nearby Other plans in New York, assets vs. participants
Compare Unity House of Troy, Inc. 403b DC Plan and Tda Plan side-by-side with 3 peers →

Unity House of Troy, Inc. 403b DC Plan and Tda Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Greensboro College Retirement Plan in NC ($23M); by covered participants it is University of Massachusetts Global Defined Contribution Retirement Plan in CA (405 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (405 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 House of Troy, Inc. 403b DC Plan and Tda Plan assets move in 2023? ▼
Unity House of Troy, Inc. 403b DC Plan and Tda Plan grew sharply - up 15.9% during 2023, from $20M to $23M. Reported net income was $3M.
How have Unity House of Troy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unity House of Troy, Inc.'s sponsor-wide assets grew 32.7%, from $20M to $27M.
Where does Unity House of Troy, Inc. 403b DC Plan and Tda Plan rank by assets among Form 5500 filers? ▼
Unity House of Troy, Inc. 403b DC Plan and Tda Plan ranks in the 75th 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 House of Troy, Inc. 403b DC Plan and Tda Plan? ▼
Among Other plans in other states, the closest by assets is Greensboro College Retirement Plan in NC ($23M, 246 participants).
Which Other plans cover a similar participant headcount to Unity House of Troy, Inc. 403b DC Plan and Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is University of Massachusetts Global Defined Contribution Retirement Plan in CA (405 participants, $23M 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 232378930.

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.