Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund Pension Plan
Data updated 2026-08-06
- $450M
- Total assets
- 41,173
- Participants
- 97th
- Percentile by assets
- $10,927
- Avg per participant
Official DOL plan name: The Adjustable Plan of the Unite Here Retirement · Sponsored by Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund · New York · Finance & Insurance
$450M in assets, 41,173 participants
Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund's The Adjustable Plan of the Unite Here Retirement reported $450M in total assets and 41,173 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 116,472 plans)
- #7,796 in Finance & Insurance (8,240 peers)
Coverage in New York
The Adjustable Plan of the Unite Here Retirement covers 41,173 participants in New York, 52x the typical New York plan (state average ~795 per filing). Assets: $450M.
- $450M
- total plan assets (2024 EOY)
- 41,173
- covered participants
- 97th
- percentile by assets (of 116,472 plans)
- $10,927
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Adjustable Plan of the Unite Here Retirement end-of-year assets rose from $349M in the plan year 2023 filing to $450M in the plan year 2024 filing.
- The Adjustable Plan of the Unite Here Retirement reported net income rose from $87M in the plan year 2023 filing to $101M in the plan year 2024 filing.
- The Adjustable Plan of the Unite Here Retirement reported participants fell from 42,309 in the plan year 2023 filing to 41,173 in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. The Adjustable Plan of the Unite Here Retirement reports 41,173 participants - 52x that state average ($450M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $349M |
|---|---|
| Net Assets (End of Year) | $449M |
| Net Income | $101M |
| Employer EIN | 820994119 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 58,625 | $872M |
| 2023 | 2 | 61,879 | $940M |
| 2024 | 2 | 59,771 | $1.1B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
The Adjustable Plan of the Unite Here Retirement vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Scale composition for The Adjustable Plan of the Unite Here Retirement
The Adjustable Plan of the Unite Here Retirement reports $450M in end-of-year assets across 41,173 participants (0.004% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.046% of 89,805,449 covered participants) - about $10,927 per participant (8% of the national average assets-per-participant) . Net income for plan year 2024 was $101M.
This plan identity (EIN 820994119, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $262M to $450M (+71.9%) while covered participants moved from 39,683 to 41,173 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 39,683 | $262M | Open filing |
| 2023 | 42,309 | $349M | Open filing |
| 2024 · index core | 41,173 | $450M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Legacy Plan of the Unite Here Retirement Fund (Defined Benefit (Pension), $609M, 18,598 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Adjustable Plan of the Unite Here Retirement by total assets, not by location.
- Latham & Watkins Cash Balance Plan (CA) $451M · 567
- Oregon Laborers-Employers Pension Plan (OR) $449M · 2,346
- Wk Kellogg Co Bakery, Confectionery, Tobacco Workers and Grain Millers Pension Plan (MI) $449M · 1,112
- Pension Plan for Hourly Employees of the Cleveland-Cliffs Iron Company and Its Associated Employers (OH) $448M · 675
Frequently Asked Questions
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Filing takeaways
Ways to act on The Adjustable Plan of the Unite Here Retirement's numbers.
- By total assets, The Adjustable Plan of the Unite Here Retirement ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund's sponsor-wide assets have grown 21.4% since 2022 across 3 plan years on file. More Finance & Insurance plans