401(k) · DOL Form 5500 · 2024

Unite Here Health 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
437
Participants Below avg headcount
82nd
Percentile by assets National rank
$93,586
Avg per participant Below avg balance/head
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Official DOL plan name: Unite Here Health Staff 401(k) Plan · Sponsored by Unite Here Health · Illinois · Finance & Insurance

$41M in assets, 437 participants

Unite Here Health's Unite Here Health Staff 401(k) Plan reported $41M in total assets and 437 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,130 in Finance & Insurance (8,549 peers)

Where Unite Here Health Staff 401(k) Plan sits by assets

Unite Here Health Staff 401(k) Plan sits in the top quartile of all filed plans by assets, $41M for 437 participants (~$93,586/participant), up 15.7% in 2024.

#6,130
in Finance & Insurance (8,549 peers)
+15.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Unite Here Health Staff 401(k) Plan's outsized position by total assets

Unite Here Health Staff 401(k) Plan vs every filed plan by assets

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

$40,897,183 Top 18% higher than 82% 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

Unite Here Health Staff 401(k) 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. Unite Here Health Staff 401(k) Plan sits mid-pack in the medium band (437 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unite Here Health Staff 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Unite Here Health Staff 401(k) Plan end-of-year assets rose from $35M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Unite Here Health Staff 401(k) Plan reported participants rose from 381 in the plan year 2023 filing to 437 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 237385560 · Unite Here Health PY 2024 · 401(k)

Unite Here Health Staff 401(k) Plan · $41M · 437 · 82nd

  • IND $41M
  • IND 437
  • IND 82nd
  • IND 401(k)
  • IND near Dayton-Phoenix Group, Inc. Salaried Employees 401(k) Retirement Plan and Trust
  • IND ind #6130

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 401(k) Plan in the asset neighbourhood

Unite Here Health Staff 401(k) PlanUnite Here Health Staff 401(…$41MDayton-Phoenix Group, Inc. Salaried Employees 401(k) Retirement Plan and TrustDayton-Phoenix Group, Inc. S…$41MVeregy 401(k) Plan$41MMycronic 401(k) Plan$41MCoastal Cloud 401(k) Plan$41M
End-of-year total assets ($M) among Unite Here Health Staff 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$41M
Net Income$6M
Employer EIN237385560
Plan Effective Date1997-08-01
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 401(k) Plans in Illinois

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

Unite Here Health Staff 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Unite Here Health Staff 401(k) Plan, Total assets ($B): 0.040897183 · Participants: 437Unite Here Health Staff 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Unite Here Health Staff 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Unite Here Health Staff 401(k) Plan side-by-side with 3 peers →

Unite Here Health Staff 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Dayton-Phoenix Group, Inc. Salaried Employees 401(k) Retirement Plan and Trust in OH ($41M); by covered participants it is Delta-T Group, Inc. 401(k) Savings Plan in PA (437 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (437 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 Unite Here Health Staff 401(k) Plan assets move in 2024? ▼
Unite Here Health Staff 401(k) Plan grew sharply - up 15.7% during 2024, from $35M to $41M. Reported net income was $6M.
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 401(k) Plan rank by assets among Form 5500 filers? ▼
Unite Here Health Staff 401(k) Plan ranks in the 82nd 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 401(k) plans are similar in size to Unite Here Health Staff 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dayton-Phoenix Group, Inc. Salaried Employees 401(k) Retirement Plan and Trust in OH ($41M, 199 participants).
Which 401(k) plans cover a similar participant headcount to Unite Here Health Staff 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Delta-T Group, Inc. 401(k) Savings Plan in PA (437 participants, $14M 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 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.