Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees - Legacy Plan of the Unite Here Retirement Fund Pension Plan
Data updated 2026-07-24
- $609M
- Total assets
- 18,598
- Participants
- 98th
- Percentile by assets
- $32,719
- Avg per participant
Official DOL plan name: The Legacy Plan of the Unite Here Retirement Fund · Sponsored by Board of Trustees - Legacy Plan of the Unite Here Retirement Fund · New York · Finance & Insurance
$609M in assets, 18,598 participants
Board of Trustees - Legacy Plan of the Unite Here Retirement Fund's The Legacy Plan of the Unite Here Retirement Fund reported $609M in total assets and 18,598 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 116,472 plans)
Coverage in New York
The Legacy Plan of the Unite Here Retirement Fund covers 18,598 participants in New York, 23x the typical New York plan (state average ~795 per filing). Assets: $609M.
- $609M
- total plan assets (2024 EOY)
- 18,598
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $32,719
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Legacy Plan of the Unite Here Retirement Fund reported net income rose from -$5M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- The Legacy Plan of the Unite Here Retirement Fund reported participants fell from 19,570 in the plan year 2023 filing to 18,598 in the plan year 2024 filing.
- The Legacy Plan of the Unite Here Retirement Fund end-of-year assets rose from $591M in the plan year 2023 filing to $609M 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 Legacy Plan of the Unite Here Retirement Fund reports 18,598 participants - 23x that state average ($609M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $591M |
|---|---|
| Net Assets (End of Year) | $601M |
| Net Income | $16M |
| Employer EIN | 820994119 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Legacy 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 Legacy Plan of the Unite Here Retirement Fund 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Legacy Plan of the Unite Here Retirement Fund by total assets, not by location.
- Pension Plan for Employees of Dartmouth-Hitchcock (NH) $609M · 1,373
- Banco Popular De Puerto Rico Retirement Plan (PR) $607M · 1,845
- Retirement Plan for Children's Hospital & Research Center at Oakland (CA) $607M · 1,652
- Teamsters Local Union No. 727 Pension Plan (IL) $607M · 2,295
Frequently Asked Questions
How did The Legacy Plan of the Unite Here Retirement Fund assets move in 2024? ▼
How have Board of Trustees - Legacy Plan of the Unite Here Retirement Fund plan assets changed over time? ▼
Where does The Legacy Plan of the Unite Here Retirement Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to The Legacy Plan of the Unite Here Retirement Fund? ▼
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Filing takeaways
Ways to act on The Legacy Plan of the Unite Here Retirement Fund's numbers.
- By total assets, The Legacy Plan of the Unite Here Retirement Fund 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 - Legacy 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
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.