Other · DOL Form 5500 · 2023

Unity Health Retirement Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
1,191
Participants Near avg headcount
85th
Percentile by assets National rank
$38,304
Avg per participant Low balance/head
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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.

  • #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.

#15,367
in Healthcare & Social Assistance (17,684 peers)
+20.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Unity Health 403(b) Retirement Plan's outsized position 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 $2,050,000,000 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

Unity Health 403(b) 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. Unity Health 403(b) Retirement Plan lands in the large band (1,191 participants).

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 →

Plan-year Form 5500 strip

Filing strip 710772737 · Unity Health PY 2023 · Other

Unity Health 403(b) Retirement Plan · $46M · 1,191 · 85th

  • IND $46M
  • IND 1,191
  • IND 85th
  • IND Other
  • IND near Woods Services, Inc. 403(b) Plan
  • IND ind #15367

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 Arkansas →

Unity Health 403(b) Retirement Plan in the asset neighbourhood

Freed-Hardeman University 403(b) Retirement PlanFreed-Hardeman University 40…$46MUnity Health 403(b) Retirement PlanUnity Health 403(b) Retireme…$46MWoods Services, Inc. 403(b) PlanWoods Services, Inc. 403(b) …$46MThe New England College of Optometry Defined Contribution Retirement PlanThe New England College of O…$46MWorcester Academy DC Retirement PlanWorcester Academy DC Retirem…$46M
End-of-year total assets ($M) among Unity Health 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Unity Health plans reported in each filing year

Latest sponsor-wide plan assets
$125M 31.427150293045898% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $95.2M $125M ▲ +31.4%
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 Scatter plot of 6 data points. -5000050001000015000 0100200300400500 Total assets ($M) Participants Unity Health 403(b) Retirement Plan, Total assets ($M): 45.619637 · Participants: 1191Unity Health 403(b) Retirement PlanArkansas Children's Retirement Plan, Total assets ($M): 392.001228 · Participants: 4803Arkansas Children's Retirement PlanBaptist Health 403(b) Plan, Total assets ($M): 376.362089 · Participants: 10987Baptist Health 403(b) PlanHarding University Defined Contribution Retirement Plan, Total assets ($M): 189.314679 · Participants: 693Harding University Defined Contribution Retirement PlanHendrix College Defined Contribution Retirement Plan, Total assets ($M): 94.572362 · Participants: 483Hendrix College Defined Contribution Retirement PlanWinrock International Institute for Agricultural Development Defined Contribution Plan, Total assets ($M): 84.824801 · Participants: 241Winrock International Institute for Agricultural Development Defined Contribution Plan
Unity Health 403(b) Retirement Plan vs. nearby Other plans in Arkansas, assets vs. participants
Compare Unity Health 403(b) Retirement Plan side-by-side with 3 peers →

Unity Health 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Arkansas, the nearest Other by assets is Woods Services, Inc. 403(b) Plan in PA ($46M); by covered participants it is Ablelight, Inc. 403(b) Plan in WI (1,191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,191 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 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).
Which Other plans cover a similar participant headcount to Unity Health 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Ablelight, Inc. 403(b) Plan in WI (1,191 participants, $27M 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 710772737.

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.