Money Purchase · DOL Form 5500 · 2023
Union Hospital Association Money Purchase Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 1,200
- Participants Near avg headcount
Official DOL plan name: Union Hospital Money Purchase Retirement Plan · Sponsored by Union Hospital Association · Ohio · Healthcare & Social Assistance
N/A in assets, 1,200 participants
Union Hospital Association's Union Hospital Money Purchase Retirement Plan reported N/A in total assets and 1,200 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2023 filing shows
Union Hospital Money Purchase Retirement Plan holds N/A for 1,200 participants.
- -$627K
- reported net income
The plan reported a net loss of $627K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Union Hospital Money Purchase Retirement 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 Money Purchase Retirement Plan lands in the large band (1,200 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 -$627K in the plan year 2023 filing.
- Union Hospital Money Purchase Retirement Plan reported participants rose from 1,079 in the plan year 2022 filing to 1,200 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 340714771 · Union Hospital Association PY 2023 · Money Purchase
Union Hospital Money Purchase Retirement Plan · N/A · 1,200
- BOOK N/A
- BOOK 1,200
- BOOK PY 2023
- BOOK Money Purchase
- BOOK near Rochester Laborers Annuity Fund
- BOOK -$627K
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 →
Filing particulars (2023)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$627K |
| Employer EIN | 340714771 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING 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
| 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.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.6B · 47,282
- The Cleveland Clinic Foundation Cash Balance Plan $1.4B · 4,739
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $476M · 6,936
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $473M · 1,004
- University of Dayton Defined Contribution Retirement Plan $348M · 3,080
Union Hospital Money Purchase Retirement Plan's closest out-of-state Money Purchase peers by headcount
Outside Ohio, the nearest Money Purchase by covered participants is Rochester Laborers Annuity Fund in NY (1,203 participants; this filing: 1,200 participants).
Similar participant headcount
Nearest other-state filings by covered participants (1,200 participants); asset peers above are excluded.
- Rochester Laborers Annuity Fund (NY) 1,203 · 3 off
- Src, Inc. Qualified Retirement Plan (NY) 1,211 · 11 off
- International Association of Heat and Frost Insulators Local 17 Annuity Fund (IL) 1,187 · 13 off
- United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund (NJ) 1,180 · 20 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.