Other · DOL Form 5500 · 2024

Unity House of Troy, Inc. Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
352
Participants Below avg headcount
75th
Percentile by assets National rank
$75,989
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Unity House of Troy, Inc. 403b DC Plan and Tda Plan · Sponsored by Unity House of Troy, Inc. · New York · Healthcare & Social Assistance

$27M in assets, 352 participants

Unity House of Troy, Inc.'s Unity House of Troy, Inc. 403b DC Plan and Tda Plan reported $27M in total assets and 352 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,395 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Unity House of Troy, Inc. 403b DC Plan and Tda Plan covers 352 participants in New York, about 44% of the average New York filer (state average ~798 per filing). Assets: $27M.

#13,395
in Healthcare & Social Assistance (16,916 peers)
+14.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Unity House of Troy, Inc. 403b DC Plan and Tda Plan's outsized position by total assets

Unity House of Troy, Inc. 403b DC Plan and Tda Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$26,748,259 Top 25% higher than 75% of 123,620 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 2024

Unity House of Troy, Inc. 403b DC Plan and Tda Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unity House of Troy, Inc. 403b DC Plan and Tda Plan sits mid-pack in the medium band (352 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unity House of Troy, Inc. 403b DC Plan and Tda Plan end-of-year assets rose from $23M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Unity House of Troy, Inc. 403b DC Plan and Tda Plan reported participants fell from 405 in the plan year 2023 filing to 352 in the plan year 2024 filing.
  • Unity House of Troy, Inc. 403b DC Plan and Tda Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 232378930 · Unity House of Troy, Inc. PY 2024 · Other

Unity House of Troy, Inc. 403b DC Plan and Tda Plan · $27M · 352 · 75th

  • TYPE $27M
  • NET 352
  • BOOK 75th
  • VS-ST Other
  • BOY near Dedham Country Day School DC Retirement Plan
  • SCH ind #13395

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 House of Troy, Inc. 403b DC Plan and Tda Plan in the asset neighbourhood

Mystic Seaport Museum DC Retirement PlanMystic Seaport Museum DC Ret…$27MAurora Mental Health Retirement Savings PlanAurora Mental Health Retirem…$27MUnity House of Troy, Inc. 403b DC Plan and Tda PlanUnity House of Troy, Inc. 40…$27MDedham Country Day School DC Retirement PlanDedham Country Day School DC…$27MRetirement Plan of Mille Lacs Health SystemRetirement Plan of Mille Lac…$27M
End-of-year total assets ($M) among Unity House of Troy, Inc. 403b DC Plan and Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN232378930
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unity House of Troy, Inc.)

Sponsor-wide plan assets over time

All Unity House of Troy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 32.705706116464256% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.2M $26.8M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 319 $20M
2023 1 405 $23M
2024 1 352 $27M

Nearby Other Plans in New York

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

Unity House of Troy, Inc. 403b DC Plan and Tda Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Unity House of Troy, Inc. 403b DC Plan and Tda Plan, Total assets ($B): 0.026748259 · Participants: 352Unity House of Troy, Inc. 403b DC Plan and Tda PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Unity House of Troy, Inc. 403b DC Plan and Tda Plan vs. nearby Other plans in New York, assets vs. participants
Compare Unity House of Troy, Inc. 403b DC Plan and Tda Plan side-by-side with 3 peers →

Unity House of Troy, Inc. 403b DC Plan and Tda Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Dedham Country Day School DC Retirement Plan in MA ($27M); by covered participants it is Westminster Manor 403(b) Plan in TX (352 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (352 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Unity House of Troy, Inc. 403b DC Plan and Tda Plan assets move in 2024? ▼
Unity House of Troy, Inc. 403b DC Plan and Tda Plan grew at a solid clip - up 14.5% during 2024, from $23M to $27M. Reported net income was $3M.
How have Unity House of Troy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unity House of Troy, Inc.'s sponsor-wide assets grew 32.7%, from $20M to $27M.
Where does Unity House of Troy, Inc. 403b DC Plan and Tda Plan rank by assets among Form 5500 filers? ▼
Unity House of Troy, Inc. 403b DC Plan and Tda Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Unity House of Troy, Inc. 403b DC Plan and Tda Plan? ▼
Among Other plans in other states, the closest by assets is Dedham Country Day School DC Retirement Plan in MA ($27M, 80 participants).
Which Other plans cover a similar participant headcount to Unity House of Troy, Inc. 403b DC Plan and Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Westminster Manor 403(b) Plan in TX (352 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232378930.

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.