Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund Pension Plan
Data updated 2026-08-25
- $262M
- Total assets Near avg plan size
- 39,683
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $6,596
- Avg per participant Low balance/head
Official DOL plan name: The Adjustable Plan of the Unite Here Retirement · Sponsored by Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund · New York · Finance & Insurance
$262M in assets, 39,683 participants
Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund's The Adjustable Plan of the Unite Here Retirement reported $262M in total assets and 39,683 participants in its 2022 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.
- #8,696 in Finance & Insurance (9,261 peers)
Coverage in New York
The Adjustable Plan of the Unite Here Retirement covers 39,683 participants in New York, 50x the typical New York plan (state average ~798 per filing). Assets: $262M.
- #8,696
- in Finance & Insurance (9,261 peers)
- +1.4%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
The Adjustable Plan of the Unite Here Retirement's outsized position by total assets
The Adjustable Plan of the Unite Here Retirement vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$261,736,263 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Adjustable Plan of the Unite Here Retirement's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Adjustable Plan of the Unite Here Retirement is a mega filing (39,683 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 820994119 · Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund PY 2022 · Defined Benefit (Pension)
The Adjustable Plan of the Unite Here Retirement · $262M · 39,683 · 96th
- BOY $262M
- BOY 39,683
- BOY 96th
- BOY Defined Benefit (Pension)
- BOY near Fbl Financial Group Retirement Plan
- BOY ind #8696
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 New York →
The Adjustable Plan of the Unite Here Retirement in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $258M |
|---|---|
| Net Assets (End of Year) | $261M |
| Net Income | $4M |
| Employer EIN | 820994119 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund)
Sponsor-wide plan assets over time
All Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 21.4094054107079% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 58,625 | $872M |
| 2023 | 2 | 61,879 | $940M |
| 2024 | 2 | 59,771 | $1.1B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Scale composition for The Adjustable Plan of the Unite Here Retirement
The Adjustable Plan of the Unite Here Retirement reports $262M in end-of-year assets across 39,683 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.042% of 93,925,755 covered participants) - about $6,596 per participant (5% of the national average assets-per-participant) . Net income for plan year 2022 was $4M.
This plan identity (EIN 820994119, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $262M to $450M (+71.9%) while covered participants moved from 39,683 to 41,173 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 39,683 | $262M | This page |
| 2023 | 42,309 | $349M | Open filing |
| 2024 · index core | 41,173 | $450M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- The Legacy Plan of the Unite Here Retirement Fund (Defined Benefit (Pension), $609M, 18,598 participants)
- The Adjustable Plan of the Unite Here Retirement (Defined Benefit (Pension), $450M, 41,173 participants)
The Adjustable Plan of the Unite Here Retirement's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Fbl Financial Group Retirement Plan in IA ($262M); by covered participants it is Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan in CO (39,196 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($262M here).
Similar participant headcount
Nearest other-state filings by covered participants (39,683 participants); asset peers above are excluded.
- Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan (CO) 39,196 · 487 off
- Retirement Plan of Johnson and Johnson (NJ) 38,100 · 1,583 off
- Truist Financial Corporation Pension Plan (NC) 37,931 · 1,752 off
- Ernst & Young Defined Benefit Retirement Plan (NJ) 41,604 · 1,921 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.