Profit Sharing · DOL Form 5500 · 2023

United Zion Retirement Community Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
124
Participants Small participant base
35th
Percentile by assets National rank
$23,468
Avg per participant Low balance/head
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Official DOL plan name: United Zion Retirement Community 403(b) Retirement · Sponsored by United Zion Retirement Community · Pennsylvania · Healthcare & Social Assistance

$3M in assets, 124 participants

United Zion Retirement Community's United Zion Retirement Community 403(b) Retirement reported $3M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,376 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

United Zion Retirement Community 403(b) Retirement covers 124 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#6,376
in Healthcare & Social Assistance (17,684 peers)
+29.2%
assets growth YoY

United Zion Retirement Community 403(b) Retirement's mid-pack asset rank among Healthcare & Social Assistance and all filers

United Zion Retirement Community 403(b) Retirement vs every filed plan by assets

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

$2,910,063 35th percentile higher than 35% 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

United Zion Retirement Community 403(b) Retirement 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. United Zion Retirement Community 403(b) Retirement sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Zion Retirement Community 403(b) Retirement reported net income rose from -$549K in the plan year 2022 filing to $659K in the plan year 2023 filing.
  • United Zion Retirement Community 403(b) Retirement end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • United Zion Retirement Community 403(b) Retirement reported participants fell from 131 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231365176 · United Zion Retirement Community PY 2023 · Profit Sharing

United Zion Retirement Community 403(b) Retirement · $3M · 124 · 35th

  • PHOTO $3M
  • PHOTO 124
  • PHOTO 35th
  • PHOTO Profit Sharing
  • PHOTO near Niagara Lutheran Health System, Inc. Retirement Plan
  • PHOTO ind #6376

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 Pennsylvania →

United Zion Retirement Community 403(b) Retirement in the asset neighbourhood

United Zion Retirement Community 403(b) RetirementUnited Zion Retirement Commu…$3MNiagara Lutheran Health System, Inc. Retirement PlanNiagara Lutheran Health Syst…$3MArchbold Furniture Co. , Inc. 401(k) PlanArchbold Furniture Co. , Inc…$3MJm Washington Inc. Retirement PlanJm Washington Inc. Retiremen…$3MHospital Dr Susoni Inc Dba Hospital Metropolitano Dr SusoniHospital Dr Susoni Inc Dba H…$3M
End-of-year total assets ($M) among United Zion Retirement Community 403(b) Retirement and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$659K
Employer EIN231365176
Plan Effective Date1999-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Zion Retirement Community)

Sponsor-wide plan assets over time

All United Zion Retirement Community plans reported in each filing year

Latest sponsor-wide plan assets
$3M 48.101293926449564% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.25M $3.34M ▲ +48.4%
Year Plans Participants Total Assets
2022 1 131 $2M
2023 1 124 $3M
2024 1 150 $3M

Nearby Profit Sharing Plans in Pennsylvania

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

United Zion Retirement Community 403(b) Retirement vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants United Zion Retirement Community 403(b) Retirement, Total assets ($B): 0.002910063 · Participants: 124United Zion Retirement Community 403(b) RetirementEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
United Zion Retirement Community 403(b) Retirement vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare United Zion Retirement Community 403(b) Retirement side-by-side with 3 peers →

United Zion Retirement Community 403(b) Retirement's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Niagara Lutheran Health System, Inc. Retirement Plan in NY ($3M); by covered participants it is Amsterdam Retirement Plan in NY (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 United Zion Retirement Community 403(b) Retirement assets move in 2023? ▼
United Zion Retirement Community 403(b) Retirement grew sharply - up 29.2% during 2023, from $2M to $3M. Reported net income was $659K.
How have United Zion Retirement Community plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Zion Retirement Community's sponsor-wide assets grew 48.1%, from $2M to $3M.
Which Profit Sharing plans are similar in size to United Zion Retirement Community 403(b) Retirement? ▼
Among Profit Sharing plans in other states, the closest by assets is Niagara Lutheran Health System, Inc. Retirement Plan in NY ($3M, 274 participants).
Which Profit Sharing plans cover a similar participant headcount to United Zion Retirement Community 403(b) Retirement? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Amsterdam Retirement Plan in NY (124 participants, $4M 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 231365176.

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.