401(k) · DOL Form 5500 · 2023

Unity Healthcare, LLC 401(k) Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size
417
Participants Below avg headcount
92nd
Percentile by assets National rank
$252,991
Avg per participant Above avg balance/head
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Official DOL plan name: Unity Healthcare 401(k) Profit Sharing Plan · Sponsored by Unity Healthcare, LLC · Indiana · Healthcare & Social Assistance

$105M in assets, 417 participants

Unity Healthcare, LLC's Unity Healthcare 401(k) Profit Sharing Plan reported $105M in total assets and 417 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,387 in Healthcare & Social Assistance (17,684 peers)

Where Unity Healthcare 401(k) Profit Sharing Plan sits by assets

Unity Healthcare 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $105M for 417 participants (~$252,991/participant), up 2.3% in 2023.

#16,387
in Healthcare & Social Assistance (17,684 peers)
+2.3%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Unity Healthcare 401(k) Profit Sharing Plan's outsized position by total assets

Unity Healthcare 401(k) Profit Sharing Plan vs every filed plan by assets

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

$105,497,342 Top 8% higher than 92% 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 Healthcare 401(k) Profit Sharing 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 Healthcare 401(k) Profit Sharing Plan sits mid-pack in the medium band (417 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unity Healthcare 401(k) Profit Sharing Plan reported net income rose from -$23M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Unity Healthcare 401(k) Profit Sharing Plan reported participants fell from 466 in the plan year 2022 filing to 417 in the plan year 2023 filing.
  • Unity Healthcare 401(k) Profit Sharing Plan end-of-year assets rose from $103M in the plan year 2022 filing to $105M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 351948578 · Unity Healthcare, LLC PY 2023 · 401(k)

Unity Healthcare 401(k) Profit Sharing Plan · $105M · 417 · 92nd

  • NET $105M
  • NET 417
  • NET 92nd
  • NET 401(k)
  • NET near The Rawlings Group 401(k) Plan
  • NET ind #16387

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 Indiana →

Unity Healthcare 401(k) Profit Sharing Plan in the asset neighbourhood

The Howard Hughes Corporation 401(k) PlanThe Howard Hughes Corporatio…$106MUnity Healthcare 401(k) Profit Sharing PlanUnity Healthcare 401(k) Prof…$105MThe Rawlings Group 401(k) PlanThe Rawlings Group 401(k) Pl…$105MAmbac Financial Group, Inc. Savings Incentive PlanAmbac Financial Group, Inc. …$105MBurke, Inc. Profit Sharing and Pay Deferral Savings PlanBurke, Inc. Profit Sharing a…$105M
End-of-year total assets ($M) among Unity Healthcare 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$105M
Net Income$2M
Employer EIN351948578
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unity Healthcare, LLC)

Sponsor-wide plan assets over time

All Unity Healthcare, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$97M 6.161963147842123% vs 2022
2024 filing year
$95M$100M$105M$110M 202220232024 $103M $96.8M ▼ -6.2%
Year Plans Participants Total Assets
2022 1 466 $103M
2023 1 417 $105M
2024 1 389 $97M

Nearby 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Unity Healthcare 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Unity Healthcare 401(k) Profit Sharing Plan, Total assets ($B): 0.105497342 · Participants: 417Unity Healthcare 401(k) Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Unity Healthcare 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Unity Healthcare 401(k) Profit Sharing Plan side-by-side with 3 peers →

Unity Healthcare 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is The Rawlings Group 401(k) Plan in KY ($105M); by covered participants it is Radians, Inc. 401(k) Plan in TN (417 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (417 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 Healthcare 401(k) Profit Sharing Plan assets move in 2023? ▼
Unity Healthcare 401(k) Profit Sharing Plan edged up modestly - up 2.3% during 2023, from $103M to $105M. Reported net income was $2M.
How have Unity Healthcare, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unity Healthcare, LLC's sponsor-wide assets declined 6.2%, from $103M to $97M.
Where does Unity Healthcare 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Unity Healthcare 401(k) Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Unity Healthcare 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Rawlings Group 401(k) Plan in KY ($105M, 1,572 participants).
Which 401(k) plans cover a similar participant headcount to Unity Healthcare 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Radians, Inc. 401(k) Plan in TN (417 participants, $18M 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 351948578.

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.