Other · DOL Form 5500 · 2024
Unity Limited Partnership Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 255
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $67,373
- Avg per participant Below avg balance/head
Official DOL plan name: Unity Limited Partnership 403(b) Plan · Sponsored by Unity Limited Partnership · Wisconsin · Healthcare & Social Assistance
$17M in assets, 255 participants
Unity Limited Partnership's Unity Limited Partnership 403(b) Plan reported $17M in total assets and 255 participants in its 2024 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.
- #12,192 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Unity Limited Partnership 403(b) Plan covers 255 participants in Wisconsin, about 45% of the average Wisconsin filer (state average ~563 per filing). Assets: $17M.
- #12,192
- in Healthcare & Social Assistance (16,916 peers)
- +18.5%
- assets growth YoY
Unity Limited Partnership 403(b) Plan's outsized position by total assets
Unity Limited Partnership 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,180,099 Top 33% higher than 67% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Unity Limited Partnership 403(b) 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 Limited Partnership 403(b) Plan sits mid-pack in the medium band (255 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Unity Limited Partnership 403(b) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Unity Limited Partnership 403(b) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Unity Limited Partnership 403(b) Plan reported participants rose from 252 in the plan year 2023 filing to 255 in the plan year 2024 filing.
DOL schedule card
Filing strip 391750729 · Unity Limited Partnership PY 2024 · Other
Unity Limited Partnership 403(b) Plan · $17M · 255 · 67th
- NET $17M
- BOOK 255
- VS-ST 67th
- BOY Other
- SCH near Cspi 403b Plan
- EBSA ind #12192
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 Wisconsin →
Unity Limited Partnership 403(b) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 391750729 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Unity Limited Partnership)
Sponsor-wide plan assets over time
All Unity Limited Partnership plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 43.65796389840982% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 256 | $12M |
| 2023 | 1 | 252 | $14M |
| 2024 | 1 | 255 | $17M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.6B · 6,796
- Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.4B · 2,091
- Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
- Marquette University Retirement Plan $926M · 3,173
Unity Limited Partnership 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Cspi 403b Plan in DC ($17M); by covered participants it is Radiological Society of North America Defined Contribution Retirement Plan in IL (255 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Cspi 403b Plan (DC) $17M · 72
- Hhi Retirement Savings Plan (MI) $17M · 468
- Eaton Rapids Medical Center 403(b) Plan (MI) $17M · 288
- Calumet College of Saint Joseph 403(b) DC Plan (IN) $17M · 259
Similar participant headcount
Nearest other-state filings by covered participants (255 participants); asset peers above are excluded.
- Radiological Society of North America Defined Contribution Retirement Plan (IL) 255 · 0 off
- Rocky Mountain College Defined Contribution Retirement Plan (MT) 255 · 0 off
- Safe-Harbor 403(b) Thrift Plan for Employees of Options for Community Living, Inc. (NY) 255 · 0 off
- Centre Care, Inc. Savings and Retirement Plan (PA) 255 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.