401(k) · DOL Form 5500 · 2024

Unity Healthcare, LLC 401(k) Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
389
Participants Below avg headcount
90th
Percentile by assets National rank
$248,858
Avg per participant Above avg balance/head
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Official DOL plan name: Unity Healthcare 401(k) Profit Sharing Plan · Sponsored by Unity Healthcare, LLC · Indiana · Healthcare & Social Assistance

$97M in assets, 389 participants

Unity Healthcare, LLC's Unity Healthcare 401(k) Profit Sharing Plan reported $97M in total assets and 389 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,456 in Healthcare & Social Assistance (16,916 peers)

Where Unity Healthcare 401(k) Profit Sharing Plan sits by assets

Unity Healthcare 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $97M for 389 participants (~$248,858/participant), down 8.2% in 2024.

#15,456
in Healthcare & Social Assistance (16,916 peers)
-8.2%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Unity Healthcare 401(k) Profit Sharing Plan's outsized position by total assets

Unity Healthcare 401(k) Profit Sharing Plan vs every filed plan by assets

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

$96,805,646 Top 10% higher than 90% 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 Healthcare 401(k) Profit Sharing 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 Healthcare 401(k) Profit Sharing Plan sits mid-pack in the medium band (389 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unity Healthcare 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to -$9M in the plan year 2024 filing.
  • Unity Healthcare 401(k) Profit Sharing Plan end-of-year assets fell from $105M in the plan year 2023 filing to $97M in the plan year 2024 filing.
  • Unity Healthcare 401(k) Profit Sharing Plan reported participants fell from 417 in the plan year 2023 filing to 389 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 351948578 · Unity Healthcare, LLC PY 2024 · 401(k)

Unity Healthcare 401(k) Profit Sharing Plan · $97M · 389 · 90th

  • EIN $97M
  • EIN 389
  • EIN 90th
  • EIN 401(k)
  • EIN near Witt/Kieffer Inc. Savings & Profit Sharing Plan & Trust
  • EIN ind #15456

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 Indiana →

Unity Healthcare 401(k) Profit Sharing Plan in the asset neighbourhood

Unity Healthcare 401(k) Profit Sharing PlanUnity Healthcare 401(k) Prof…$97MWitt/Kieffer Inc. Savings & Profit Sharing Plan & TrustWitt/Kieffer Inc. Savings & …$97MAltus Group 401(k) Plan$97MPrestage Farms Employees 401(k) Profit Sharing PlanPrestage Farms Employees 401…$97MO'neil Industries, Inc. Incentive Savings PlanO'neil Industries, Inc. Ince…$97M
End-of-year total assets ($M) among Unity Healthcare 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$97M
Net Income-$9M
Employer EIN351948578
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unity Healthcare, LLC)

Sponsor-wide plan assets over time

All Unity Healthcare, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$97M 6.161963147842123% vs 2022
2024 filing year
$95M$100M$105M$110M 202220232024 $103M $96.8M ▼ -6.2%
Year Plans Participants Total Assets
2022 1 466 $103M
2023 1 417 $105M
2024 1 389 $97M

Nearby 401(k) Plans in Indiana

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

Unity Healthcare 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Unity Healthcare 401(k) Profit Sharing Plan, Total assets ($B): 0.096805646 · Participants: 389Unity Healthcare 401(k) Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Unity Healthcare 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Unity Healthcare 401(k) Profit Sharing Plan side-by-side with 3 peers →

Unity Healthcare 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Witt/Kieffer Inc. Savings & Profit Sharing Plan & Trust in IL ($97M); by covered participants it is Ems Linq Inc 401(k) Profit Sharing Plan in NC (389 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (389 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 Healthcare 401(k) Profit Sharing Plan assets move in 2024? ▼
Unity Healthcare 401(k) Profit Sharing Plan pulled back noticeably - down 8.2% during 2024, from $105M to $97M. Reported net income was -$9M.
How have Unity Healthcare, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unity Healthcare, LLC's sponsor-wide assets declined 6.2%, from $103M to $97M.
Where does Unity Healthcare 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Unity Healthcare 401(k) Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Unity Healthcare 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Witt/Kieffer Inc. Savings & Profit Sharing Plan & Trust in IL ($97M, 351 participants).
Which 401(k) plans cover a similar participant headcount to Unity Healthcare 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ems Linq Inc 401(k) Profit Sharing Plan in NC (389 participants, $19M 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 351948578.

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.