Money Purchase · DOL Form 5500 · 2023

Unity Health Money Purchase Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
1,617
Participants Near avg headcount
88th
Percentile by assets National rank
$40,978
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Unity Health Retirement Plan · Sponsored by Unity Health · Arkansas · Healthcare & Social Assistance

$66M in assets, 1,617 participants

Unity Health's Unity Health Retirement Plan reported $66M in total assets and 1,617 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,890 in Healthcare & Social Assistance (17,684 peers)

Where Unity Health Retirement Plan sits by assets

Unity Health Retirement Plan sits in the top quartile of all filed plans by assets, $66M for 1,617 participants (~$40,978/participant), up 15.9% in 2023.

#15,890
in Healthcare & Social Assistance (17,684 peers)
+15.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Unity Health Retirement Plan's outsized position by total assets

Unity Health Retirement Plan vs every filed plan by assets

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

$66,262,118 Top 12% higher than 88% 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 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 Retirement Plan lands in the large band (1,617 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unity Health Retirement Plan reported net income rose from -$14M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Unity Health Retirement Plan end-of-year assets rose from $57M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • Unity Health Retirement Plan reported participants rose from 1,559 in the plan year 2022 filing to 1,617 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 710772737 · Unity Health PY 2023 · Money Purchase

Unity Health Retirement Plan · $66M · 1,617 · 88th

  • BOOK $66M
  • BOOK 1,617
  • BOOK 88th
  • BOOK Money Purchase
  • BOOK near Pine Crest Preparatory School, Inc. Money Purchase Pension Plan
  • BOOK ind #15890

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 Retirement Plan in the asset neighbourhood

IBEW Local 968 Pension Fund$68MDechert LLP Pension Plan No. 2 for PartnersDechert LLP Pension Plan No.…$68MPine Crest Preparatory School, Inc. Money Purchase Pension PlanPine Crest Preparatory Schoo…$66MUnity Health Retirement Plan$66MIowa Builders Retirement Plan$66M
End-of-year total assets ($M) among Unity Health 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)$57M
Net Assets (End of Year)$66M
Net Income$9M
Employer EIN710772737
Plan Effective Date1983-01-01
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 Money Purchase Plans in Arkansas

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

Unity Health Retirement Plan vs. nearby Money Purchase plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300 Total assets ($M) Participants Unity Health Retirement Plan, Total assets ($M): 66.262118 · Participants: 1617Unity Health Retirement PlanArkansas Chapter NECA-IBEW Retirement Plan, Total assets ($M): 265.362158 · Participants: 1178Arkansas Chapter NECA-IBEW Retirement PlanMississippi County Arkansas Economic Opportunity Commission, Inc. Pension, Total assets ($M): 5.20855 · Participants: 285Mississippi County Arkansas Economic Opportunity Commission, Inc. PensionJeral Wayman Hastings, Total assets ($M): 1.230175 · Participants: 2Jeral Wayman HastingsPine Bluff Cotton Belt Federal Credit Union Pension Plan & Trust, Total assets ($M): 0.636814 · Participants: 22Pine Bluff Cotton Belt Federal Credit Union Pension Plan & TrustPrice Oil Pension Plan, Total assets ($M): 0.37543 · Participants: 3Price Oil Pension Plan
Unity Health Retirement Plan vs. nearby Money Purchase plans in Arkansas, assets vs. participants
Compare Unity Health Retirement Plan side-by-side with 3 peers →

Unity Health Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Arkansas, the nearest Money Purchase by assets is Pine Crest Preparatory School, Inc. Money Purchase Pension Plan in FL ($66M); by covered participants it is Pamcah-Ua Local 675 Annuity Plan in HI (1,616 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,617 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 Retirement Plan assets move in 2023? ▼
Unity Health Retirement Plan grew sharply - up 15.9% during 2023, from $57M to $66M. Reported net income was $9M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
Unity Health Retirement Plan ranks in the 88th 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 Unity Health Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Pine Crest Preparatory School, Inc. Money Purchase Pension Plan in FL ($66M, 378 participants).
Which Money Purchase plans cover a similar participant headcount to Unity Health Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Pamcah-Ua Local 675 Annuity Plan in HI (1,616 participants, $227M 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.