Other · DOL Form 5500 · 2023

Union Community Health Center, Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
123
Participants Small participant base
37th
Percentile by assets National rank
$26,779
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Union Community Health Center, Inc. · Sponsored by Union Community Health Center, · New York · Healthcare & Social Assistance

$3M in assets, 123 participants

Union Community Health Center,'s 403(b) Thrift Plan of Union Community Health Center, Inc. reported $3M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,818 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

403(b) Thrift Plan of Union Community Health Center, Inc. covers 123 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $3M.

#6,818
in Healthcare & Social Assistance (17,684 peers)
+107.9%
assets growth YoY

403(b) Thrift Plan of Union Community Health Center, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Union Community Health Center, Inc. vs every filed plan by assets

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

$3,293,844 37th percentile higher than 37% 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

403(b) Thrift Plan of Union Community Health Center, Inc. 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. 403(b) Thrift Plan of Union Community Health Center, Inc. sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Union Community Health Center, Inc. end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Union Community Health Center, Inc. reported net income rose from $970K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Union Community Health Center, Inc. reported participants rose from 113 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 134074478 · Union Community Health Center, PY 2023 · Other

403(b) Thrift Plan of Union Community Health Center, Inc. · $3M · 123 · 37th

  • IND $3M
  • IND 123
  • IND 37th
  • IND Other
  • IND near United Jewish Communities of Metrowest Nj Retirement Plan
  • IND ind #6818

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 →

403(b) Thrift Plan of Union Community Health Center, Inc. in the asset neighbourhood

Community Health Alliance Retirement PlanCommunity Health Alliance Re…$3MSection 403(b) Retirement Plan for Employees of Clayton Health SystemsSection 403(b) Retirement Pl…$3M403(b) Thrift Plan of Union Community Health Center, Inc.403(b) Thrift Plan of Union …$3MUnited Jewish Communities of Metrowest Nj Retirement PlanUnited Jewish Communities of…$3MTlc Operations, Inc. Retirement PlanTlc Operations, Inc. Retirem…$3M
End-of-year total assets ($M) among 403(b) Thrift Plan of Union Community Health Center, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$2M
Employer EIN134074478
Plan Effective Date2020-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Community Health Center,)

Sponsor-wide plan assets over time

All Union Community Health Center, plans reported in each filing year

Latest sponsor-wide plan assets
$5M 215.6316247334324% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $1.58M $5M ▲ +216.5%
Year Plans Participants Total Assets
2022 1 113 $2M
2023 1 123 $3M
2024 1 158 $5M

Nearby Other Plans in New York

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

403(b) Thrift Plan of Union Community Health Center, Inc. vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan of Union Community Health Center, Inc., Total assets ($B): 0.003293844 · Participants: 123403(b) Thrift Plan of Union Community Health Center, Inc.Northwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
403(b) Thrift Plan of Union Community Health Center, Inc. vs. nearby Other plans in New York, assets vs. participants
Compare 403(b) Thrift Plan of Union Community Health Center, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Union Community Health Center, Inc.'s out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is United Jewish Communities of Metrowest Nj Retirement Plan in NJ ($3M); by covered participants it is University School of Jackson 403(b) Retirement Pla in TN (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 403(b) Thrift Plan of Union Community Health Center, Inc. assets move in 2023? ▼
403(b) Thrift Plan of Union Community Health Center, Inc. surged - up 107.9% during 2023, from $2M to $3M. Reported net income was $2M.
How have Union Community Health Center, plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Community Health Center,'s sponsor-wide assets grew 215.6%, from $2M to $5M.
Which Other plans are similar in size to 403(b) Thrift Plan of Union Community Health Center, Inc.? ▼
Among Other plans in other states, the closest by assets is United Jewish Communities of Metrowest Nj Retirement Plan in NJ ($3M, 385 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Union Community Health Center, Inc.? ▼
Among Other plans in other states, the closest by covered participants is University School of Jackson 403(b) Retirement Pla in TN (123 participants, $13M 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 134074478.

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.