Other · DOL Form 5500 · 2023

Union Hospital, Inc. Retirement Plan

Data updated 2026-08-25

$203M
Total assets Near avg plan size
3,178
Participants Above avg headcount
95th
Percentile by assets National rank
$63,973
Avg per participant Low balance/head
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Official DOL plan name: Union Health 403(b)Retirement Plan · Sponsored by Union Hospital, Inc. · Indiana · Healthcare & Social Assistance

$203M in assets, 3,178 participants

Union Hospital, Inc.'s Union Health 403(b)Retirement Plan reported $203M in total assets and 3,178 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,866 in Healthcare & Social Assistance (17,684 peers)

Coverage in Indiana

Union Health 403(b)Retirement Plan covers 3,178 participants in Indiana, 5.9x the typical Indiana plan (state average ~541 per filing). Assets: $203M.

#16,866
in Healthcare & Social Assistance (17,684 peers)
+23.9%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Union Health 403(b)Retirement Plan's outsized position by total assets

Union Health 403(b)Retirement Plan vs every filed plan by assets

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

$203,307,583 Top 5% higher than 95% 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

Union Health 403(b)Retirement Plan'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. Union Health 403(b)Retirement Plan lands in the large band (3,178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Union Health 403(b)Retirement Plan reported net income rose from -$21M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Union Health 403(b)Retirement Plan end-of-year assets rose from $164M in the plan year 2022 filing to $203M in the plan year 2023 filing.
  • Union Health 403(b)Retirement Plan reported participants rose from 3,104 in the plan year 2022 filing to 3,178 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 350876396 · Union Hospital, Inc. PY 2023 · Other

Union Health 403(b)Retirement Plan · $203M · 3,178 · 95th

  • BOOK $203M
  • BOOK 3,178
  • BOOK 95th
  • BOOK Other
  • BOOK near The University of Tampa Defined Contribution Retirement Plan
  • BOOK ind #16866

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 →

Union Health 403(b)Retirement Plan in the asset neighbourhood

Choate Rosemary Hall Foundation, Inc. DC Retirement PlanChoate Rosemary Hall Foundat…$205MTiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes UniversityTiaa-Cref Retirement Plan fo…$205MThe University of Tampa Defined Contribution Retirement PlanThe University of Tampa Defi…$204MUnion Health 403(b)Retirement PlanUnion Health 403(b)Retiremen…$203MResearch Foundation of the City University of New York Tax-Deferred Annuity (Tda) PlanResearch Foundation of the C…$202M
End-of-year total assets ($M) among Union Health 403(b)Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$164M
Net Assets (End of Year)$203M
Net Income$39M
Employer EIN350876396
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Hospital, Inc.)

Sponsor-wide plan assets over time

All Union Hospital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$233M 41.86999918528943% vs 2022
2024 filing year
$150M$200M$250M 202220232024 $164M $233M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 3,104 $164M
2023 1 3,178 $203M
2024 1 2,774 $233M

Nearby Other Plans in Indiana

Peer Other plans, same state, same plan type, ranked by total assets.

Union Health 403(b)Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 02004006008001000 Total assets ($M) Participants Union Health 403(b)Retirement Plan, Total assets ($M): 203.307583 · Participants: 3178Union Health 403(b)Retirement PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 787.127482 · Participants: 16096Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 602.754736 · Participants: 7172Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 448.507754 · Participants: 2656Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 391.056673 · Participants: 7567Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 343.073559 · Participants: 3137Butler University Retirement Plan
Union Health 403(b)Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Union Health 403(b)Retirement Plan side-by-side with 3 peers →

Union Health 403(b)Retirement Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is The University of Tampa Defined Contribution Retirement Plan in FL ($204M); by covered participants it is Blanchard Valley Health System 403(b) Plan in OH (3,178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,178 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 Union Health 403(b)Retirement Plan assets move in 2023? ▼
Union Health 403(b)Retirement Plan grew sharply - up 23.9% during 2023, from $164M to $203M. Reported net income was $39M.
How have Union Hospital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Hospital, Inc.'s sponsor-wide assets grew 41.9%, from $164M to $233M.
Where does Union Health 403(b)Retirement Plan rank by assets among Form 5500 filers? ▼
Union Health 403(b)Retirement Plan ranks in the 95th 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 Other plans are similar in size to Union Health 403(b)Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The University of Tampa Defined Contribution Retirement Plan in FL ($204M, 997 participants).
Which Other plans cover a similar participant headcount to Union Health 403(b)Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Blanchard Valley Health System 403(b) Plan in OH (3,178 participants, $214M 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 350876396.

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.