Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund Pension Plan

Data updated 2026-08-25

$450M
Total assets Above avg plan size
41,173
Participants Very large workforce
97th
Percentile by assets National rank
$10,927
Avg per participant Low balance/head
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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.

  • #8,086 in Finance & Insurance (8,549 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 ~798 per filing). Assets: $450M.

#8,086
in Finance & Insurance (8,549 peers)
+28.8%
assets growth YoY
4.5×
vs typical plan assets (national mean)

The Adjustable Plan of the Unite Here Retirement's outsized position by total assets

The Adjustable Plan of the Unite Here Retirement vs every filed plan by assets

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

$449,885,976 Top 3% higher than 97% 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

The Adjustable Plan of the Unite Here Retirement's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Adjustable Plan of the Unite Here Retirement is a mega filing (41,173 participants), the rightmost band on the breakdown.

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 820994119 · Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund PY 2024 · Defined Benefit (Pension)

The Adjustable Plan of the Unite Here Retirement · $450M · 41,173 · 97th

  • EBSA $450M
  • EBSA 41,173
  • EBSA 97th
  • EBSA Defined Benefit (Pension)
  • EBSA near Latham & Watkins Cash Balance Plan
  • EBSA ind #8086

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 New York →

The Adjustable Plan of the Unite Here Retirement in the asset neighbourhood

Latham & Watkins Cash Balance PlanLatham & Watkins Cash Balanc…$451MThe Adjustable Plan of the Unite Here RetirementThe Adjustable Plan of the U…$450MOregon Laborers-Employers Pension PlanOregon Laborers-Employers Pe…$449MWk Kellogg Co Bakery, Confectionery, Tobacco Workers and Grain Millers Pension PlanWk Kellogg Co Bakery, Confec…$449MPension Plan for Hourly Employees of the Cleveland-Cliffs Iron Company and Its Associated EmployersPension Plan for Hourly Empl…$448M
End-of-year total assets ($M) among The Adjustable Plan of the Unite Here Retirement and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$349M
Net Assets (End of Year)$449M
Net Income$101M
Employer EIN820994119
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund)

Sponsor-wide plan assets over time

All Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 21.4094054107079% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B 202220232024 $0.87B $1.06B ▲ +21.8%
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 Scatter plot of 6 data points. 050000100000150000 -505101520 Total assets ($B) Participants The Adjustable Plan of the Unite Here Retirement, Total assets ($B): 0.449885976 · Participants: 41173The Adjustable Plan of the Unite Here RetirementIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
The Adjustable Plan of the Unite Here Retirement vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Adjustable Plan of the Unite Here Retirement side-by-side with 3 peers →

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 $12.3T held by all Form 5500 filers in the national rollup , and 0.044% of 93,925,755 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 Adjustable Plan of the Unite Here Retirement's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Latham & Watkins Cash Balance Plan in CA ($451M); by covered participants it is Kaiser Permanente Employees Pension Plan in CA (40,879 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41,173 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 The Adjustable Plan of the Unite Here Retirement assets move in 2024? ▼
The Adjustable Plan of the Unite Here Retirement grew sharply - up 28.8% during 2024, from $349M to $450M. Reported net income was $101M.
How have Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund's sponsor-wide assets grew 21.4%, from $872M to $1.1B.
Where does The Adjustable Plan of the Unite Here Retirement rank by assets among Form 5500 filers? ▼
The Adjustable Plan of the Unite Here Retirement ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Adjustable Plan of the Unite Here Retirement? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Latham & Watkins Cash Balance Plan in CA ($451M, 567 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Adjustable Plan of the Unite Here Retirement? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kaiser Permanente Employees Pension Plan in CA (40,879 participants, $5.6B 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 820994119.

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.