Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund Pension Plan
Data updated 2026-08-11
- $349M
- Total assets
- 42,309
- Participants
- 97th
- Percentile by assets
- $8,253
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $349M
- total plan assets (2023 EOY)
- 42,309
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $8,253
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. The Adjustable Plan of the Unite Here Retirement reports 42,309 participants - 53x that state average ($349M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $262M |
|---|---|
| Net Assets (End of Year) | $349M |
| Net Income | $87M |
| Employer EIN | 820994119 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund)
| 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
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
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 Legacy Plan of the Unite Here Retirement Fund (Defined Benefit (Pension), $609M, 18,598 participants)
- The Adjustable Plan of the Unite Here Retirement (Defined Benefit (Pension), $450M, 41,173 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Adjustable Plan of the Unite Here Retirement by total assets, not by location.
- H.B. Fuller Legacy Pension Plan (MN) $349M · 265
- Retirement Plan of American Fidelity Group (OK) $349M · 1,638
- Retirement Income Plan for Selective Insurance Company of America (NJ) $348M · 525
- Plumbers and Steamfitters Local 486 Pension Fund (MD) $350M · 1,522
Frequently Asked Questions
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Filing takeaways
Ways to act on The Adjustable Plan of the Unite Here Retirement's numbers.
- By total assets, The Adjustable Plan of the Unite Here Retirement ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund's sponsor-wide assets have grown 21.4% since 2022 across 3 plan years on file. More Finance & Insurance plans