Defined Benefit (Pension) · DOL Form 5500 · 2023

Union Health Service, Inc. Pension Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
80
Participants Small participant base
86th
Percentile by assets National rank
$624,750
Avg per participant High balance/head
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Official DOL plan name: Union Health Service, Inc. Pension Trust · Sponsored by Union Health Service, Inc. · Illinois · Healthcare & Social Assistance

$50M in assets, 80 participants

Union Health Service, Inc.'s Union Health Service, Inc. Pension Trust reported $50M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,515 in Healthcare & Social Assistance (17,684 peers)

Where Union Health Service, Inc. Pension Trust sits by assets

Union Health Service, Inc. Pension Trust sits in the top quartile of all filed plans by assets, $50M for 80 participants (~$624,750/participant), up 19.0% in 2023.

#15,515
in Healthcare & Social Assistance (17,684 peers)
+19.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Union Health Service, Inc. Pension Trust's outsized position by total assets

Union Health Service, Inc. Pension Trust vs every filed plan by assets

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

$49,980,023 Top 14% higher than 86% 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

Union Health Service, Inc. Pension Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union Health Service, Inc. Pension Trust is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Union Health Service, Inc. Pension Trust reported net income rose from -$4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Union Health Service, Inc. Pension Trust end-of-year assets rose from $42M in the plan year 2022 filing to $50M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 362302593 · Union Health Service, Inc. PY 2023 · Defined Benefit (Pension)

Union Health Service, Inc. Pension Trust · $50M · 80 · 86th

  • BOOK $50M
  • BOOK 80
  • BOOK 86th
  • BOOK Defined Benefit (Pension)
  • BOOK near Baton Rouge Sheet Metal Workers Pension Fund
  • BOOK ind #15515

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 Illinois →

Union Health Service, Inc. Pension Trust in the asset neighbourhood

Navy-Marine Corps Relief Society Employees' Pension PlanNavy-Marine Corps Relief Soc…$50MBricklayers Allied Craftsmen Pension Plan Local No 3Bricklayers Allied Craftsmen…$50MUnion Health Service, Inc. Pension TrustUnion Health Service, Inc. P…$50MBaton Rouge Sheet Metal Workers Pension FundBaton Rouge Sheet Metal Work…$50MRetirement Plan for Employees of Plains Cotton Cooperative AssociationRetirement Plan for Employee…$50M
End-of-year total assets ($M) among Union Health Service, Inc. Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$50M
Net Income$8M
Employer EIN362302593
Plan Effective Date1971-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Health Service, Inc.)

Sponsor-wide plan assets over time

All Union Health Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 4.44123216244512% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $42M $40.2M ▼ -4.4%
Year Plans Participants Total Assets
2022 1 80 $42M
2023 1 80 $50M
2024 1 81 $40M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Union Health Service, Inc. Pension Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Union Health Service, Inc. Pension Trust, Total assets ($B): 0.049980023 · Participants: 80Union Health Service, Inc. Pension TrustCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Union Health Service, Inc. Pension Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Union Health Service, Inc. Pension Trust side-by-side with 3 peers →

Union Health Service, Inc. Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Baton Rouge Sheet Metal Workers Pension Fund in LA ($50M); by covered participants it is Bangor Hydro Electric Company Pension Plan in ME (80 participants). Same-state nearby plans are listed separately above.

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 Union Health Service, Inc. Pension Trust assets move in 2023? ▼
Union Health Service, Inc. Pension Trust grew sharply - up 19.0% during 2023, from $42M to $50M. Reported net income was $8M.
How have Union Health Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Health Service, Inc.'s sponsor-wide assets declined 4.4%, from $42M to $40M.
Where does Union Health Service, Inc. Pension Trust rank by assets among Form 5500 filers? ▼
Union Health Service, Inc. Pension Trust ranks in the 86th 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 Defined Benefit (Pension) plans are similar in size to Union Health Service, Inc. Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Baton Rouge Sheet Metal Workers Pension Fund in LA ($50M, 626 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Union Health Service, Inc. Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bangor Hydro Electric Company Pension Plan in ME (80 participants, $124M 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 362302593.

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.