Defined Benefit (Pension) · DOL Form 5500 · 2023

Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals Pension Plan

Data updated 2026-08-25

$151M
Total assets Near avg plan size
668
Participants Below avg headcount
94th
Percentile by assets National rank
$226,174
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan of the Unite Here International · Sponsored by Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals · New York · Other Services

$151M in assets, 668 participants

Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals's Retirement Plan of the Unite Here International reported $151M in total assets and 668 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,700 in Other Services (7,857 peers)

Where Retirement Plan of the Unite Here International sits by assets

Retirement Plan of the Unite Here International sits in the top 10% of all filed plans by assets, $151M for 668 participants (~$226,174/participant), up 9.5% in 2023.

#7,700
in Other Services (7,857 peers)
+9.5%
assets growth YoY
1.5×
vs typical plan assets (national mean)

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

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

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

$151,084,152 Top 6% higher than 94% 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

Retirement Plan of the Unite Here International 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. Retirement Plan of the Unite Here International sits mid-pack in the medium band (668 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan of the Unite Here International reported net income rose from -$27M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Retirement Plan of the Unite Here International reported participants rose from 514 in the plan year 2022 filing to 668 in the plan year 2023 filing.
  • Retirement Plan of the Unite Here International end-of-year assets rose from $138M in the plan year 2022 filing to $151M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 863429387 · Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals PY 2023 · Defined Benefit (Pension)

Retirement Plan of the Unite Here International · $151M · 668 · 94th

  • EIN $151M
  • RANK 668
  • PHOTO 94th
  • IND Defined Benefit (Pension)
  • EOY near Retirement Benefit Plan for Salaried Employees of Asarco LLC
  • 5500 ind #7700

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 Other Services retirement plans → · Plans in New York →

Retirement Plan of the Unite Here International in the asset neighbourhood

Acco Brands Corporation Pension PlanAcco Brands Corporation Pens…$151MSunbeam Television Corporation Retirement PlanSunbeam Television Corporati…$151MRetirement Benefit Plan for Salaried Employees of Asarco LLCRetirement Benefit Plan for …$151MRetirement Plan of the Unite Here InternationalRetirement Plan of the Unite…$151MAkron General Medical Center Retirement Income PlanAkron General Medical Center…$151M
End-of-year total assets ($M) among Retirement Plan of the Unite Here International and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$138M
Net Assets (End of Year)$151M
Net Income$13M
Employer EIN863429387
Plan Effective Date2021-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals)

Sponsor-wide plan assets over time

All Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals plans reported in each filing year

Latest sponsor-wide plan assets
$163M 17.82819644227911% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $138M $163M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 514 $138M
2023 1 668 $151M
2024 1 745 $163M

Nearby Defined Benefit (Pension) Plans in New York

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

Retirement Plan of the Unite Here International vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Retirement Plan of the Unite Here International, Total assets ($B): 0.151084152 · Participants: 668Retirement Plan of the Unite Here InternationalIBM 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
Retirement Plan of the Unite Here International vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Retirement Plan of the Unite Here International side-by-side with 3 peers →

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

Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Benefit Plan for Salaried Employees of Asarco LLC in AZ ($151M); by covered participants it is Mo-Kan Iron Workers Pension Fund in MO (668 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (668 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 Retirement Plan of the Unite Here International assets move in 2023? ▼
Retirement Plan of the Unite Here International grew at a solid clip - up 9.5% during 2023, from $138M to $151M. Reported net income was $13M.
How have Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals's sponsor-wide assets grew 17.8%, from $138M to $163M.
Where does Retirement Plan of the Unite Here International rank by assets among Form 5500 filers? ▼
Retirement Plan of the Unite Here International ranks in the 94th 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 Defined Benefit (Pension) plans are similar in size to Retirement Plan of the Unite Here International? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Benefit Plan for Salaried Employees of Asarco LLC in AZ ($151M, 97 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan of the Unite Here International? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mo-Kan Iron Workers Pension Fund in MO (668 participants, $241M 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 863429387.

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.