Money Purchase · DOL Form 5500 · 2023

Union Hospital Association Money Purchase Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
943
Participants Near avg headcount
81st
Percentile by assets National rank
$37,187
Avg per participant Low balance/head
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Official DOL plan name: Union Hospital Money Purchase Retirement Plan · Sponsored by Union Hospital Association · Ohio · Healthcare & Social Assistance

$35M in assets, 943 participants

Union Hospital Association's Union Hospital Money Purchase Retirement Plan reported $35M in total assets and 943 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,888 in Healthcare & Social Assistance (17,684 peers)

Where Union Hospital Money Purchase Retirement Plan sits by assets

Union Hospital Money Purchase Retirement Plan sits in the top quartile of all filed plans by assets, $35M for 943 participants (~$37,187/participant), up 7.2% in 2023.

#14,888
in Healthcare & Social Assistance (17,684 peers)
+7.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Union Hospital Money Purchase Retirement Plan's outsized position by total assets

Union Hospital Money Purchase Retirement Plan vs every filed plan by assets

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

$35,067,271 Top 19% higher than 81% 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 Money Purchase Retirement 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. Union Hospital Money Purchase Retirement Plan sits mid-pack in the medium band (943 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Union Hospital Money Purchase Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Union Hospital Money Purchase Retirement Plan reported participants fell from 1,079 in the plan year 2022 filing to 943 in the plan year 2023 filing.
  • Union Hospital Money Purchase Retirement Plan end-of-year assets rose from $33M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 340714771 · Union Hospital Association PY 2023 · Money Purchase

Union Hospital Money Purchase Retirement Plan · $35M · 943 · 81st

  • PHOTO $35M
  • IND 943
  • EOY 81st
  • 5500 Money Purchase
  • ASSETS near Iron Workers Local 451 Annuity Fund
  • PCT ind #14888

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 Money Purchase Retirement Plan in the asset neighbourhood

Resources for the Future, Inc. 401(a) RetirementResources for the Future, In…$35MUnion Hospital Money Purchase Retirement PlanUnion Hospital Money Purchas…$35MIron Workers Local 451 Annuity FundIron Workers Local 451 Annui…$35MPlumbers, Pipefitters, and Apprentices Local No. 112 Annuity FundPlumbers, Pipefitters, and A…$35MMmc Holding of Brooklyn Inc Money Purchase Pension PlanMmc Holding of Brooklyn Inc …$35M
End-of-year total assets ($M) among Union Hospital Money Purchase Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$35M
Net Income$2M
Employer EIN340714771
Plan Effective Date1991-01-01
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 Money Purchase Plans in Ohio

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

Union Hospital Money Purchase Retirement Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Union Hospital Money Purchase Retirement Plan, Total assets ($B): 0.035067271 · Participants: 943Union Hospital Money Purchase Retirement PlanThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.550030538 · Participants: 47282The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.409816763 · Participants: 4739The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.476163733 · Participants: 6936Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.472603784 · Participants: 1004Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.347565671 · Participants: 3080University of Dayton Defined Contribution Retirement Plan
Union Hospital Money Purchase Retirement Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare Union Hospital Money Purchase Retirement Plan side-by-side with 3 peers →

Union Hospital Money Purchase Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Iron Workers Local 451 Annuity Fund in DE ($35M); by covered participants it is IBEW Local No. 82 Defined Contribution Plan in PA (937 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (943 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 Money Purchase Retirement Plan assets move in 2023? ▼
Union Hospital Money Purchase Retirement Plan grew at a solid clip - up 7.2% during 2023, from $33M to $35M. Reported net income was $2M.
Where does Union Hospital Money Purchase Retirement Plan rank by assets among Form 5500 filers? ▼
Union Hospital Money Purchase Retirement Plan ranks in the 81st 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 Money Purchase plans are similar in size to Union Hospital Money Purchase Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Iron Workers Local 451 Annuity Fund in DE ($35M, 289 participants).
Which Money Purchase plans cover a similar participant headcount to Union Hospital Money Purchase Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is IBEW Local No. 82 Defined Contribution Plan in PA (937 participants, $86M 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.