Other · DOL Form 5500 · 2023

Unity Limited Partnership Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
252
Participants Below avg headcount
66th
Percentile by assets National rank
$57,528
Avg per participant Low balance/head
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Official DOL plan name: Unity Limited Partnership 403(b) Plan · Sponsored by Unity Limited Partnership · Wisconsin · Healthcare & Social Assistance

$14M in assets, 252 participants

Unity Limited Partnership's Unity Limited Partnership 403(b) Plan reported $14M in total assets and 252 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,662 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Unity Limited Partnership 403(b) Plan covers 252 participants in Wisconsin, about 45% of the average Wisconsin filer (state average ~563 per filing). Assets: $14M.

#12,662
in Healthcare & Social Assistance (17,684 peers)
+21.2%
assets growth YoY

Unity Limited Partnership 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Unity Limited Partnership 403(b) Plan vs every filed plan by assets

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

$14,497,067 Top 34% higher than 66% 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 Limited Partnership 403(b) Plan 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. Unity Limited Partnership 403(b) Plan sits mid-pack in the medium band (252 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unity Limited Partnership 403(b) Plan reported net income rose from -$994K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Unity Limited Partnership 403(b) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Unity Limited Partnership 403(b) Plan reported participants fell from 256 in the plan year 2022 filing to 252 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391750729 · Unity Limited Partnership PY 2023 · Other

Unity Limited Partnership 403(b) Plan · $14M · 252 · 66th

  • EOY $14M
  • 5500 252
  • ASSETS 66th
  • PCT Other
  • EIN near Employees' Pension Plan of Glasstech, Inc.
  • RANK ind #12662

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 Wisconsin →

Unity Limited Partnership 403(b) Plan in the asset neighbourhood

Unity Limited Partnership 403(b) PlanUnity Limited Partnership 40…$14MEmployees' Pension Plan of Glasstech, Inc.Employees' Pension Plan of G…$14MBirch Family Services 403(b) Retirement Savings PlanBirch Family Services 403(b)…$15MBoston Ballet 403(b) Retirement PlanBoston Ballet 403(b) Retirem…$14MAscend Learning, Inc. 403(b) PlanAscend Learning, Inc. 403(b)…$14M
End-of-year total assets ($M) among Unity Limited Partnership 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN391750729
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unity Limited Partnership)

Sponsor-wide plan assets over time

All Unity Limited Partnership plans reported in each filing year

Latest sponsor-wide plan assets
$17M 43.65796389840982% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12M $17.2M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 256 $12M
2023 1 252 $14M
2024 1 255 $17M

Nearby Other Plans in Wisconsin

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

Unity Limited Partnership 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Unity Limited Partnership 403(b) Plan, Total assets ($B): 0.014497067 · Participants: 252Unity Limited Partnership 403(b) PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.346022816 · Participants: 6591The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.876462966 · Participants: 15352Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.274399771 · Participants: 1636University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.898092237 · Participants: 5798Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.864665552 · Participants: 3157Marquette University Retirement Plan
Unity Limited Partnership 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Unity Limited Partnership 403(b) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest Other by assets is Employees' Pension Plan of Glasstech, Inc. in OH ($14M); by covered participants it is 403(b) Thrift Plan of Presbyterian Children's Homes and Services in TX (252 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Limited Partnership 403(b) Plan assets move in 2023? ▼
Unity Limited Partnership 403(b) Plan grew sharply - up 21.2% during 2023, from $12M to $14M. Reported net income was $3M.
How have Unity Limited Partnership plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unity Limited Partnership's sponsor-wide assets grew 43.7%, from $12M to $17M.
Which Other plans are similar in size to Unity Limited Partnership 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Employees' Pension Plan of Glasstech, Inc. in OH ($14M, 62 participants).
Which Other plans cover a similar participant headcount to Unity Limited Partnership 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Presbyterian Children's Homes and Services in TX (252 participants, $21M 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 391750729.

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.