Other · DOL Form 5500 · 2023

Union Hospital Association Retirement Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
1,134
Participants Near avg headcount
90th
Percentile by assets National rank
$72,363
Avg per participant Below avg balance/head
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Official DOL plan name: Union Hospital 403(b) Savings Plan · Sponsored by Union Hospital Association · Ohio · Healthcare & Social Assistance

$82M in assets, 1,134 participants

Union Hospital Association's Union Hospital 403(b) Savings Plan reported $82M in total assets and 1,134 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #16,145 in Healthcare & Social Assistance (17,684 peers)

Where Union Hospital 403(b) Savings Plan sits by assets

Union Hospital 403(b) Savings Plan sits in the top 10% of all filed plans by assets, $82M for 1,134 participants (~$72,363/participant), up 21.6% in 2023.

#16,145
in Healthcare & Social Assistance (17,684 peers)
+21.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Union Hospital 403(b) Savings Plan's outsized position by total assets

Union Hospital 403(b) Savings Plan vs every filed plan by assets

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

$82,059,802 Top 10% higher than 90% 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 Hospital 403(b) Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union Hospital 403(b) Savings Plan lands in the large band (1,134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Union Hospital 403(b) Savings Plan reported net income rose from -$12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Union Hospital 403(b) Savings Plan end-of-year assets rose from $67M in the plan year 2022 filing to $82M in the plan year 2023 filing.
  • Union Hospital 403(b) Savings Plan reported participants rose from 1,074 in the plan year 2022 filing to 1,134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 340714771 · Union Hospital Association PY 2023 · Other

Union Hospital 403(b) Savings Plan · $82M · 1,134 · 90th

  • NET $82M
  • BOOK 1,134
  • VS-ST 90th
  • BOY Other
  • SCH near La Jolla Country Day School Defined Contribution Retirement Plan
  • EBSA ind #16145

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 Ohio →

Union Hospital 403(b) Savings Plan in the asset neighbourhood

Drury University 403(b) Retirement PlanDrury University 403(b) Reti…$82MUnion Hospital 403(b) Savings PlanUnion Hospital 403(b) Saving…$82MLa Jolla Country Day School Defined Contribution Retirement PlanLa Jolla Country Day School …$82MGood Shepherd Health Care System Tax Sheltered Retirement PlanGood Shepherd Health Care Sy…$82MThayer Academy 403(b) Retirement PlanThayer Academy 403(b) Retire…$82M
End-of-year total assets ($M) among Union Hospital 403(b) Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$82M
Net Income$15M
Employer EIN340714771
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Hospital Association)

Sponsor-wide plan assets over time

All Union Hospital Association plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$50M$100M$150M 202220232024 $100M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 2,153 $100M
2023 3 3,277 $117M
2024 1 1,193 N/A

Nearby Other Plans in Ohio

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

Union Hospital 403(b) Savings Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Union Hospital 403(b) Savings Plan, Total assets ($B): 0.082059802 · Participants: 1134Union Hospital 403(b) Savings PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
Union Hospital 403(b) Savings Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Union Hospital 403(b) Savings Plan side-by-side with 3 peers →

Union Hospital 403(b) Savings Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is La Jolla Country Day School Defined Contribution Retirement Plan in CA ($82M); by covered participants it is Childrens Hospital Los Angeles Employees 403 (B) Plan in CA (1,134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,134 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 Union Hospital 403(b) Savings Plan assets move in 2023? ▼
Union Hospital 403(b) Savings Plan grew sharply - up 21.6% during 2023, from $67M to $82M. Reported net income was $15M.
Where does Union Hospital 403(b) Savings Plan rank by assets among Form 5500 filers? ▼
Union Hospital 403(b) Savings Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Union Hospital 403(b) Savings Plan? ▼
Among Other plans in other states, the closest by assets is La Jolla Country Day School Defined Contribution Retirement Plan in CA ($82M, 250 participants).
Which Other plans cover a similar participant headcount to Union Hospital 403(b) Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Childrens Hospital Los Angeles Employees 403 (B) Plan in CA (1,134 participants, $131M 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 340714771.

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.