Other · DOL Form 5500 · 2023

Union Hospital, Inc. Retirement Plan

Data updated 2026-08-11

$203M
Total assets
3,178
Participants
95th
Percentile by assets
$63,973
Avg per participant
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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.

  • 95th percentile by assets (of 127,072 plans)
  • #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.

$203M
total plan assets (2023 EOY)
3,178
covered participants
95th
percentile by assets (of 127,072 plans)
$63,973
avg assets per participant

Where Union Health 403(b)Retirement Plan sits 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 $2,010,000,000 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

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 →

State
Indiana
Industry
Healthcare & Social Assistance

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Union Health 403(b)Retirement Plan reports 3,178 participants - 5.9x that state average ($203M EOY assets).

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.)

$150M$200M$250M 202220232024 $164M $233M ▲ +41.9%
Total plan assets by year, all Union Hospital, Inc. plans on file
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 ($M) Participants Union Health 403(b)R…, Total assets ($M): 203.307583 · Participants: 3178Union Health 403(b)R…Parkview Health Syst…, Total assets ($M): 787.127482 · Participants: 16096Parkview Health Syst…Beacon Retirement Sa…, Total assets ($M): 602.754736 · Participants: 7172Beacon Retirement Sa…Ici Multiple Employe…, Total assets ($M): 448.507754 · Participants: 2656Ici Multiple Employe…Community Foundation…, Total assets ($M): 391.056673 · Participants: 7567Community Foundation…Butler University Re…, Total assets ($M): 343.073559 · Participants: 3137Butler University Re…
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 →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Union Health 403(b)Retirement Plan by total assets, not by location.

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).

Next read for Union Health 403(b)Retirement Plan

Filing takeaways

Ways to act on Union Health 403(b)Retirement Plan's numbers.

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.