Defined Benefit (Pension) · DOL Form 5500 · 2023

Unite Here Health Pension Plan

Data updated 2026-08-25

$187M
Total assets Near avg plan size
383
Participants Below avg headcount
94th
Percentile by assets National rank
$488,133
Avg per participant High balance/head
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Official DOL plan name: Unite Here Health Staff Pension Plan · Sponsored by Unite Here Health · Illinois · Finance & Insurance

$187M in assets, 383 participants

Unite Here Health's Unite Here Health Staff Pension Plan reported $187M in total assets and 383 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,090 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Unite Here Health Staff Pension Plan covers 383 participants in Illinois, about 49% of the average Illinois filer (state average ~779 per filing). Assets: $187M.

#8,090
in Finance & Insurance (8,869 peers)
+15.8%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Unite Here Health Staff Pension Plan's outsized position by total assets

Unite Here Health Staff Pension Plan vs every filed plan by assets

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

$186,954,987 Top 6% higher than 94% 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

Unite Here Health Staff Pension Plan 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. Unite Here Health Staff Pension Plan sits mid-pack in the medium band (383 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unite Here Health Staff Pension Plan reported net income rose from -$8M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Unite Here Health Staff Pension Plan end-of-year assets rose from $161M in the plan year 2022 filing to $187M in the plan year 2023 filing.
  • Unite Here Health Staff Pension Plan reported participants rose from 347 in the plan year 2022 filing to 383 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 237385560 · Unite Here Health PY 2023 · Defined Benefit (Pension)

Unite Here Health Staff Pension Plan · $187M · 383 · 94th

  • EIN $187M
  • EIN 383
  • EIN 94th
  • EIN Defined Benefit (Pension)
  • EIN near Jacobs Consolidated Pension Plan
  • EIN ind #8090

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 Finance & Insurance retirement plans → · Plans in Illinois →

Unite Here Health Staff Pension Plan in the asset neighbourhood

Civil Service Employees Association, Inc. Pension PlanCivil Service Employees Asso…$187MHarsco Employees Pension Plan$187MUnite Here Health Staff Pension PlanUnite Here Health Staff Pens…$187MJacobs Consolidated Pension PlanJacobs Consolidated Pension …$187MDavis Polk General Staff Pension PlanDavis Polk General Staff Pen…$187M
End-of-year total assets ($M) among Unite Here Health Staff Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$161M
Net Assets (End of Year)$187M
Net Income$25M
Employer EIN237385560
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unite Here Health)

Sponsor-wide plan assets over time

All Unite Here Health plans reported in each filing year

Latest sponsor-wide plan assets
$243M 27.684215728026114% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $190M $243M ▲ +27.7%
Year Plans Participants Total Assets
2022 2 707 $190M
2023 2 764 $222M
2024 2 834 $243M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Unite Here Health Staff Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Unite Here Health Staff Pension Plan, Total assets ($B): 0.186954987 · Participants: 383Unite Here Health Staff Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Unite Here Health Staff Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Unite Here Health Staff Pension Plan side-by-side with 3 peers →

Unite Here Health Staff Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Jacobs Consolidated Pension Plan in TX ($187M); by covered participants it is Alliant Energy Cash Balance Pension Plan in WI (383 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($187M here).

Similar participant headcount

Nearest other-state filings by covered participants (383 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 Unite Here Health Staff Pension Plan assets move in 2023? ▼
Unite Here Health Staff Pension Plan grew sharply - up 15.8% during 2023, from $161M to $187M. Reported net income was $25M.
How have Unite Here Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unite Here Health's sponsor-wide assets grew 27.7%, from $190M to $243M.
Where does Unite Here Health Staff Pension Plan rank by assets among Form 5500 filers? ▼
Unite Here Health Staff Pension Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Unite Here Health Staff Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jacobs Consolidated Pension Plan in TX ($187M, 468 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Unite Here Health Staff Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alliant Energy Cash Balance Pension Plan in WI (383 participants, $232M 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 237385560.

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.