Other · DOL Form 5500 · 2023

Unity Health Retirement Plan

Data updated 2026-08-11

$46M
Total assets
1,191
Participants
85th
Percentile by assets
$38,304
Avg per participant
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Official DOL plan name: Unity Health 403(b) Retirement Plan · Sponsored by Unity Health · Arkansas · Healthcare & Social Assistance

$46M in assets, 1,191 participants

Unity Health's Unity Health 403(b) Retirement Plan reported $46M in total assets and 1,191 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 127,072 plans)
  • #15,367 in Healthcare & Social Assistance (17,684 peers)

Coverage in Arkansas

Unity Health 403(b) Retirement Plan covers 1,191 participants in Arkansas, about 43% of the average Arkansas filer (state average ~2,784 per filing). Assets: $46M.

$46M
total plan assets (2023 EOY)
1,191
covered participants
85th
percentile by assets (of 127,072 plans)
$38,304
avg assets per participant

Where Unity Health 403(b) Retirement Plan sits by total assets

Unity Health 403(b) Retirement Plan vs every filed plan by assets

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

$45,619,637 Top 15% higher than 85% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unity Health 403(b) Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Unity Health 403(b) Retirement Plan end-of-year assets rose from $38M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Unity Health 403(b) Retirement Plan reported participants fell from 1,345 in the plan year 2022 filing to 1,191 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Arkansas filers

In Arkansas, the average filing covers about 2,784 participants across 760 plans. Unity Health 403(b) Retirement Plan reports 1,191 participants - about 43% of that state average ($46M EOY assets).

Arkansas filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$46M
Net Income$8M
Employer EIN710772737
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unity Health)

$90M$100M$110M$120M$130M 202220232024 $95.2M $125M ▲ +31.4%
Total plan assets by year, all Unity Health plans on file
Year Plans Participants Total Assets
2022 2 2,904 $95M
2023 2 2,808 $112M
2024 2 2,883 $125M

Nearby Other Plans in Arkansas

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

Unity Health 403(b) Retirement Plan vs. nearby Other plans in Arkansas, assets vs. participants

Unity Health 403(b) Retirement Plan vs. nearby Other plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0100200300400500 Total assets ($M) Participants Unity Health 403(b) …Arkansas Children's …Baptist Health 403(b…Harding University D…Hendrix College Defi…Winrock Internationa…
Unity Health 403(b) Retirement Plan vs. nearby Other plans in Arkansas, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Unity Health 403(b) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Unity Health 403(b) Retirement Plan assets move in 2023?
Unity Health 403(b) Retirement Plan grew sharply - up 20.0% during 2023, from $38M to $46M. Reported net income was $8M.
How have Unity Health plan assets changed over time?
Across 3 plan years on file (2022-2024), Unity Health's sponsor-wide assets grew 31.4%, from $95M to $125M.
Where does Unity Health 403(b) Retirement Plan rank by assets among Form 5500 filers?
Unity Health 403(b) Retirement Plan ranks in the 85th 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 Other plans are similar in size to Unity Health 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Woods Services, Inc. 403(b) Plan in PA ($46M, 1,842 participants).

Filing takeaways

Ways to act on Unity Health 403(b) Retirement Plan's numbers.