Other · DOL Form 5500 · 2023
United Health Services, Inc. Retirement Plan
Data updated 2026-08-25
- $330M
- Total assets Above avg plan size
- 6,652
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $49,547
- Avg per participant Low balance/head
Official DOL plan name: United Health Services, Inc. 403(b) Retirement Plan · Sponsored by United Health Services, Inc. · New York · Healthcare & Social Assistance
$330M in assets, 6,652 participants
United Health Services, Inc.'s United Health Services, Inc. 403(b) Retirement Plan reported $330M in total assets and 6,652 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #17,099 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
United Health Services, Inc. 403(b) Retirement Plan covers 6,652 participants in New York, 8.3x the typical New York plan (state average ~798 per filing). Assets: $330M.
- #17,099
- in Healthcare & Social Assistance (17,684 peers)
- +21.9%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
United Health Services, Inc. 403(b) Retirement Plan's outsized position by total assets
United Health Services, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$329,589,710 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
United Health Services, Inc. 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. United Health Services, Inc. 403(b) Retirement Plan lands in the large band (6,652 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Health Services, Inc. 403(b) Retirement Plan reported net income rose from -$49M in the plan year 2022 filing to $59M in the plan year 2023 filing.
- United Health Services, Inc. 403(b) Retirement Plan end-of-year assets rose from $270M in the plan year 2022 filing to $330M in the plan year 2023 filing.
- United Health Services, Inc. 403(b) Retirement Plan reported participants rose from 6,214 in the plan year 2022 filing to 6,652 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 222682421 · United Health Services, Inc. PY 2023 · Other
United Health Services, Inc. 403(b) Retirement Plan · $330M · 6,652 · 96th
- RANK $330M
- PHOTO 6,652
- IND 96th
- EOY Other
- 5500 near Blessing Corporate Services Employees Savings Plan
- ASSETS ind #17099
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 New York →
United Health Services, Inc. 403(b) Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $270M |
|---|---|
| Net Assets (End of Year) | $330M |
| Net Income | $59M |
| Employer EIN | 222682421 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Health Services, Inc.)
Sponsor-wide plan assets over time
All United Health Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $391M 44.70214185911866% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,214 | $270M |
| 2023 | 1 | 6,652 | $330M |
| 2024 | 1 | 6,793 | $391M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Scale composition for United Health Services, Inc. 403(b) Retirement Plan
United Health Services, Inc. 403(b) Retirement Plan reports $330M in end-of-year assets across 6,652 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $49,547 per participant (36% of the national average assets-per-participant) . Net income for plan year 2023 was $59M.
This plan identity (EIN 222682421, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $270M to $391M (+44.7%) while covered participants moved from 6,214 to 6,793 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,214 | $270M | Open filing |
| 2023 | 6,652 | $330M | This page |
| 2024 · index core | 6,793 | $391M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- United Health Services, Inc. 403(b) Retirement Plan (Other, $391M, 6,793 participants)
United Health Services, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Blessing Corporate Services Employees Savings Plan in IL ($330M); by covered participants it is Lakeland Regional Medical Center 403(b) Plan in FL (6,686 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($330M here).
- Blessing Corporate Services Employees Savings Plan (IL) $330M · 3,941
- Electricians Annuity Plan - IBEW Local 456 (NJ) $328M · 1,349
- Abington Memorial Hospital 403(b) Retirement Savings Plan (PA) $331M · 6,704
- 403 (B) Retirement Plan (CO) $331M · 2,390
Similar participant headcount
Nearest other-state filings by covered participants (6,652 participants); asset peers above are excluded.
- Lakeland Regional Medical Center 403(b) Plan (FL) 6,686 · 34 off
- Howard University Savings Plan (DC) 6,611 · 41 off
- The Medical College of Wisconsin, Inc. Retirement Plan (WI) 6,591 · 61 off
- Dana-Farber Cancer Institute Tax Deferred Annuity Plan (MA) 6,758 · 106 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.