Defined Benefit (Pension) · DOL Form 5500 · 2023

Unity Health System Pension Plan

Data updated 2026-08-25

$321M
Total assets Above avg plan size
4,032
Participants Above avg headcount
96th
Percentile by assets National rank
$79,732
Avg per participant Below avg balance/head
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Official DOL plan name: Unity Health System Retirement Plan · Sponsored by Unity Health System · New York · Healthcare & Social Assistance

$321M in assets, 4,032 participants

Unity Health System's Unity Health System Retirement Plan reported $321M in total assets and 4,032 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.

  • #17,091 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Unity Health System Retirement Plan covers 4,032 participants in New York, 5.1x the typical New York plan (state average ~798 per filing). Assets: $321M.

#17,091
in Healthcare & Social Assistance (17,684 peers)
+6.8%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Unity Health System Retirement Plan's outsized position by total assets

Unity Health System Retirement Plan vs every filed plan by assets

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

$321,477,497 Top 4% higher than 96% 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

Unity Health System 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. Unity Health System Retirement Plan lands in the large band (4,032 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unity Health System Retirement Plan reported net income rose from -$117M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Unity Health System Retirement Plan end-of-year assets rose from $301M in the plan year 2022 filing to $321M in the plan year 2023 filing.
  • Unity Health System Retirement Plan reported participants rose from 3,842 in the plan year 2022 filing to 4,032 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 222572873 · Unity Health System PY 2023 · Defined Benefit (Pension)

Unity Health System Retirement Plan · $321M · 4,032 · 96th

  • EIN $321M
  • RANK 4,032
  • PHOTO 96th
  • IND Defined Benefit (Pension)
  • EOY near Essential Utilities, Inc. Pension Plan
  • 5500 ind #17091

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 →

Unity Health System Retirement Plan in the asset neighbourhood

Sidley Austin LLP Retirement PlanSidley Austin LLP Retirement…$323MEssential Utilities, Inc. Pension PlanEssential Utilities, Inc. Pe…$322MUnity Health System Retirement PlanUnity Health System Retireme…$321MProtective Life Corporation Pension PlanProtective Life Corporation …$321MCit Group, Inc. Retirement PlanCit Group, Inc. Retirement P…$321M
End-of-year total assets ($M) among Unity Health System Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$301M
Net Assets (End of Year)$321M
Net Income$22M
Employer EIN222572873
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unity Health System)

Sponsor-wide plan assets over time

All Unity Health System plans reported in each filing year

Latest sponsor-wide plan assets
$343M 13.976755751660775% vs 2022
2024 filing year
$280M$300M$320M$340M$360M 202220232024 $301M $343M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 3,842 $301M
2023 1 4,032 $321M
2024 1 4,112 $343M

Nearby Defined Benefit (Pension) Plans in New York

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

Unity Health System Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Unity Health System Retirement Plan, Total assets ($B): 0.321477497 · Participants: 4032Unity Health System Retirement PlanIBM 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
Unity Health System Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Unity Health System Retirement Plan side-by-side with 3 peers →

Unity Health System Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Essential Utilities, Inc. Pension Plan in PA ($322M); by covered participants it is Operating Eng Cons Ind Misc. Pension Fund in PA (4,047 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($321M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,032 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 Unity Health System Retirement Plan assets move in 2023? ▼
Unity Health System Retirement Plan grew at a solid clip - up 6.8% during 2023, from $301M to $321M. Reported net income was $22M.
How have Unity Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unity Health System's sponsor-wide assets grew 14.0%, from $301M to $343M.
Where does Unity Health System Retirement Plan rank by assets among Form 5500 filers? ▼
Unity Health System Retirement Plan ranks in the 96th 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 Defined Benefit (Pension) plans are similar in size to Unity Health System Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Essential Utilities, Inc. Pension Plan in PA ($322M, 579 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Unity Health System Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Operating Eng Cons Ind Misc. Pension Fund in PA (4,047 participants, $801M 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 222572873.

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.