401(k) · DOL Form 5500 · 2023

Union Community Care 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
326
Participants Below avg headcount
67th
Percentile by assets National rank
$44,681
Avg per participant Low balance/head
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Official DOL plan name: Safe-Harbor 403(b) Thrift Plan for Employees of Union Community Care · Sponsored by Union Community Care · Pennsylvania · Healthcare & Social Assistance

$15M in assets, 326 participants

Union Community Care's Safe-Harbor 403(b) Thrift Plan for Employees of Union Community Care reported $15M in total assets and 326 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,674 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Safe-Harbor 403(b) Thrift Plan for Employees of Union Community Care covers 326 participants in Pennsylvania, about 40% of the average Pennsylvania filer (state average ~822 per filing). Assets: $15M.

#12,674
in Healthcare & Social Assistance (17,684 peers)
+25.8%
assets growth YoY

Safe-Harbor 403(b) Thrift Plan for Employees of Union Community Care's outsized position by total assets

Safe-Harbor 403(b) Thrift Plan for Employees of Union Community Care vs every filed plan by assets

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

$14,565,852 Top 33% higher than 67% 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

Safe-Harbor 403(b) Thrift Plan for Employees of Union Community Care 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. Safe-Harbor 403(b) Thrift Plan for Employees of Union Community Care sits mid-pack in the medium band (326 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Safe-Harbor 403(b) Thrift Plan for Employees of Union Community Care reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Safe-Harbor 403(b) Thrift Plan for Employees of Union Community Care end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Safe-Harbor 403(b) Thrift Plan for Employees of Union Community Care reported participants fell from 358 in the plan year 2022 filing to 326 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231909490 · Union Community Care PY 2023 · 401(k)

Safe-Harbor 403(b) Thrift Plan for Employees of Union Community Care · $15M · 326 · 67th

  • EOY $15M
  • EOY 326
  • EOY 67th
  • EOY 401(k)
  • EOY near 401(k) Retirement Savings Plan of Maui Divers of Hawaii, Ltd.
  • EOY ind #12674

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 Pennsylvania →

Safe-Harbor 403(b) Thrift Plan for Employees of Union Community Care in the asset neighbourhood

Safe-Harbor 403(b) Thrift Plan for Employees of Union Community CareSafe-Harbor 403(b) Thrift Pl…$15M401(k) Retirement Savings Plan of Maui Divers of Hawaii, Ltd.401(k) Retirement Savings Pl…$15MAdaptec Solutions 401(k) Plan$15MStarry, Inc. 401(k) Retirement PlanStarry, Inc. 401(k) Retireme…$15MGlobal Securitization Services 401(k) PlanGlobal Securitization Servic…$15M
End-of-year total assets ($M) among Safe-Harbor 403(b) Thrift Plan for Employees of Union Community Care and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN231909490
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Community Care)

Sponsor-wide plan assets over time

All Union Community Care plans reported in each filing year

Latest sponsor-wide plan assets
$18M 56.217598754003276% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $11.6M $18.1M ▲ +56.2%
Year Plans Participants Total Assets
2022 1 358 $12M
2023 1 326 $15M
2024 1 333 $18M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Safe-Harbor 403(b) Thrift Plan for Employees of Union Community Care vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Safe-Harbor 403(b) Thrift Plan for Employees of Union Community Care, Total assets ($B): 0.014565852 · Participants: 326Safe-Harbor 403(b) Thrift Plan for Employees of Union Community CareComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Safe-Harbor 403(b) Thrift Plan for Employees of Union Community Care vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Safe-Harbor 403(b) Thrift Plan for Employees of Union Community Care side-by-side with 3 peers →

Safe-Harbor 403(b) Thrift Plan for Employees of Union Community Care's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is 401(k) Retirement Savings Plan of Maui Divers of Hawaii, Ltd. in HI ($15M); by covered participants it is Florida National University 401(k) Plan in FL (326 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (326 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 Safe-Harbor 403(b) Thrift Plan for Employees of Union Community Care assets move in 2023? ▼
Safe-Harbor 403(b) Thrift Plan for Employees of Union Community Care grew sharply - up 25.8% during 2023, from $12M to $15M. Reported net income was $3M.
How have Union Community Care plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Community Care's sponsor-wide assets grew 56.2%, from $12M to $18M.
Which 401(k) plans are similar in size to Safe-Harbor 403(b) Thrift Plan for Employees of Union Community Care? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Retirement Savings Plan of Maui Divers of Hawaii, Ltd. in HI ($15M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Safe-Harbor 403(b) Thrift Plan for Employees of Union Community Care? ▼
Among 401(k) plans in other states, the closest by covered participants is Florida National University 401(k) Plan in FL (326 participants, $14M 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 231909490.

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.