Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund Pension Plan

Data updated 2026-08-25

$349M
Total assets Above avg plan size
42,309
Participants Very large workforce
97th
Percentile by assets National rank
$8,253
Avg per participant Low balance/head
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Official DOL plan name: The Adjustable Plan of the Unite Here Retirement · Sponsored by Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund · New York · Finance & Insurance

$349M in assets, 42,309 participants

Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund's The Adjustable Plan of the Unite Here Retirement reported $349M in total assets and 42,309 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,358 in Finance & Insurance (8,869 peers)

Coverage in New York

The Adjustable Plan of the Unite Here Retirement covers 42,309 participants in New York, 53x the typical New York plan (state average ~798 per filing). Assets: $349M.

#8,358
in Finance & Insurance (8,869 peers)
+33.4%
assets growth YoY
3.5×
vs typical plan assets (national mean)

The Adjustable Plan of the Unite Here Retirement's outsized position by total assets

The Adjustable Plan of the Unite Here Retirement vs every filed plan by assets

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

$349,156,866 Top 3% higher than 97% 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

The Adjustable Plan of the Unite Here Retirement's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Adjustable Plan of the Unite Here Retirement is a mega filing (42,309 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Adjustable Plan of the Unite Here Retirement reported net income rose from $4M in the plan year 2022 filing to $87M in the plan year 2023 filing.
  • The Adjustable Plan of the Unite Here Retirement end-of-year assets rose from $262M in the plan year 2022 filing to $349M in the plan year 2023 filing.
  • The Adjustable Plan of the Unite Here Retirement reported participants rose from 39,683 in the plan year 2022 filing to 42,309 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 820994119 · Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund PY 2023 · Defined Benefit (Pension)

The Adjustable Plan of the Unite Here Retirement · $349M · 42,309 · 97th

  • PART $349M
  • PART 42,309
  • PART 97th
  • PART Defined Benefit (Pension)
  • PART near H.B. Fuller Legacy Pension Plan
  • PART ind #8358

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 Finance & Insurance retirement plans → · Plans in New York →

The Adjustable Plan of the Unite Here Retirement in the asset neighbourhood

Plumbers and Steamfitters Local 486 Pension FundPlumbers and Steamfitters Lo…$350MRetirement Plan of American Fidelity GroupRetirement Plan of American …$349MThe Adjustable Plan of the Unite Here RetirementThe Adjustable Plan of the U…$349MH.B. Fuller Legacy Pension PlanH.B. Fuller Legacy Pension P…$349MRetirement Income Plan for Selective Insurance Company of AmericaRetirement Income Plan for S…$348M
End-of-year total assets ($M) among The Adjustable Plan of the Unite Here Retirement and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$262M
Net Assets (End of Year)$349M
Net Income$87M
Employer EIN820994119
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund)

Sponsor-wide plan assets over time

All Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 21.4094054107079% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B 202220232024 $0.87B $1.06B ▲ +21.8%
Year Plans Participants Total Assets
2022 2 58,625 $872M
2023 2 61,879 $940M
2024 2 59,771 $1.1B

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Adjustable Plan of the Unite Here Retirement vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -100102030 Total assets ($B) Participants The Adjustable Plan of the Unite Here Retirement, Total assets ($B): 0.349156866 · Participants: 42309The Adjustable Plan of the Unite Here RetirementIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
The Adjustable Plan of the Unite Here Retirement vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Adjustable Plan of the Unite Here Retirement side-by-side with 3 peers →

Scale composition for The Adjustable Plan of the Unite Here Retirement

The Adjustable Plan of the Unite Here Retirement reports $349M in end-of-year assets across 42,309 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.045% of 93,925,755 covered participants) - about $8,253 per participant (6% of the national average assets-per-participant) . Net income for plan year 2023 was $87M.

This plan identity (EIN 820994119, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $262M to $450M (+71.9%) while covered participants moved from 39,683 to 41,173 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 39,683 $262M Open filing
2023 42,309 $349M This page
2024 · index core 41,173 $450M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

The Adjustable Plan of the Unite Here Retirement's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is H.B. Fuller Legacy Pension Plan in MN ($349M); by covered participants it is Ufcw International Union-Industry Variable Annuity Pension Plan in IL (42,512 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42,309 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 The Adjustable Plan of the Unite Here Retirement assets move in 2023? ▼
The Adjustable Plan of the Unite Here Retirement surged - up 33.4% during 2023, from $262M to $349M. Reported net income was $87M.
How have Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund's sponsor-wide assets grew 21.4%, from $872M to $1.1B.
Where does The Adjustable Plan of the Unite Here Retirement rank by assets among Form 5500 filers? ▼
The Adjustable Plan of the Unite Here Retirement ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Adjustable Plan of the Unite Here Retirement? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is H.B. Fuller Legacy Pension Plan in MN ($349M, 265 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Adjustable Plan of the Unite Here Retirement? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ufcw International Union-Industry Variable Annuity Pension Plan in IL (42,512 participants, $228M 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 820994119.

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.