Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustee Unite Here! Workers Pension Plan
Data updated 2026-08-25
- $137M
- Total assets Near avg plan size
- 4,092
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $33,370
- Avg per participant Low balance/head
Official DOL plan name: Unite Here! Workers and Hospitality Employers Vdb Pension Trust · Sponsored by Board of Trustee Unite Here! Workers · Massachusetts · Food Services & Accommodation
$137M in assets, 4,092 participants
Board of Trustee Unite Here! Workers's Unite Here! Workers and Hospitality Employers Vdb Pension Trust reported $137M in total assets and 4,092 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,759 in Food Services & Accommodation (3,828 peers)
Coverage in Massachusetts
Unite Here! Workers and Hospitality Employers Vdb Pension Trust covers 4,092 participants in Massachusetts, 6.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $137M.
- #3,759
- in Food Services & Accommodation (3,828 peers)
- +24.7%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Unite Here! Workers and Hospitality Employers Vdb Pension Trust's outsized position by total assets
Unite Here! Workers and Hospitality Employers Vdb Pension Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$136,548,872 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Unite Here! Workers and Hospitality Employers Vdb Pension Trust'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. Unite Here! Workers and Hospitality Employers Vdb Pension Trust lands in the large band (4,092 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Unite Here! Workers and Hospitality Employers Vdb Pension Trust reported net income rose from $446K in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Unite Here! Workers and Hospitality Employers Vdb Pension Trust end-of-year assets rose from $110M in the plan year 2022 filing to $137M in the plan year 2023 filing.
- Unite Here! Workers and Hospitality Employers Vdb Pension Trust reported participants rose from 3,641 in the plan year 2022 filing to 4,092 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 454227067 · Board of Trustee Unite Here! Workers PY 2023 · Defined Benefit (Pension)
Unite Here! Workers and Hospitality Employers Vdb Pension Trust · $137M · 4,092 · 93rd
- PHOTO $137M
- IND 4,092
- EOY 93rd
- 5500 Defined Benefit (Pension)
- ASSETS near Care New England Pension Plan
- PCT ind #3759
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 Food Services & Accommodation retirement plans → · Plans in Massachusetts →
Unite Here! Workers and Hospitality Employers Vdb Pension Trust in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $110M |
|---|---|
| Net Assets (End of Year) | $136M |
| Net Income | $27M |
| Employer EIN | 454227067 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustee Unite Here! Workers)
Sponsor-wide plan assets over time
All Board of Trustee Unite Here! Workers plans reported in each filing year
- Latest sponsor-wide plan assets
- $169M 54.37280775241293% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,641 | $110M |
| 2023 | 1 | 4,092 | $137M |
| 2024 | 1 | 4,762 | $169M |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $10.3B · 58,745
- New England Teamsters Pension Fund $9.1B · 21,786
- Liberty Mutual Retirement Benefit Plan $6.9B · 37,145
- Massachusetts Institute of Technology Basic Retirement Plan $5.4B · 11,888
- N. Atlantic States Carp. Pension Fund $5.0B · 17,166
Unite Here! Workers and Hospitality Employers Vdb Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Care New England Pension Plan in RI ($137M); by covered participants it is Kraft Heinz Retirement Plan in PA (4,105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($137M here).
- Care New England Pension Plan (RI) $137M · 1,851
- Watlow Group Pension Plan (MO) $137M · 465
- University of Southern California Support Staff Retirement Plan (CA) $137M · 1,750
- Bridgestone Americas, Inc. Retirement Plan (TN) $137M · 1,909
Similar participant headcount
Nearest other-state filings by covered participants (4,092 participants); asset peers above are excluded.
- Kraft Heinz Retirement Plan (PA) 4,105 · 13 off
- Mid-Atlantic Regional Council of Carpenters' Pension Plan (MD) 4,071 · 21 off
- Hartford Healthcare Pension Plan (CT) 4,057 · 35 off
- Teamsters Local 639 - Employers Pension Trust Fund (DC) 4,128 · 36 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.