Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees - Legacy Plan of the Unite Here Retirement Fund Pension Plan
Data updated 2026-08-25
- $609M
- Total assets Above avg plan size
- 18,598
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $32,719
- Avg per participant Low balance/head
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.
- #8,187 in Finance & Insurance (8,549 peers)
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 ~798 per filing). Assets: $609M.
- #8,187
- in Finance & Insurance (8,549 peers)
- +3.0%
- assets growth YoY
- 6.1×
- vs typical plan assets (national mean)
The Legacy Plan of the Unite Here Retirement Fund's outsized position by total assets
The Legacy Plan of the Unite Here Retirement Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$608,508,366 Top 2% higher than 98% 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
The Legacy Plan of the Unite Here Retirement Fund'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 Legacy Plan of the Unite Here Retirement Fund is a mega filing (18,598 participants), the rightmost band on the breakdown.
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.
EBSA filing schedule strip
Filing strip 820994119 · Board of Trustees - Legacy Plan of the Unite Here Retirement Fund PY 2024 · Defined Benefit (Pension)
The Legacy Plan of the Unite Here Retirement Fund · $609M · 18,598 · 98th
- EIN $609M
- RANK 18,598
- PHOTO 98th
- IND Defined Benefit (Pension)
- EOY near Pension Plan for Employees of Dartmouth-Hitchcock
- 5500 ind #8187
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 Legacy Plan of the Unite Here Retirement Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees - Legacy 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
| 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.
- 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 Legacy Plan of the Unite Here Retirement Fund
The Legacy Plan of the Unite Here Retirement Fund reports $609M in end-of-year assets across 18,598 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $32,719 per participant (24% of the national average assets-per-participant) . Net income for plan year 2024 was $16M.
This plan identity (EIN 820994119, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $610M to $609M (-0.2%) while covered participants moved from 18,942 to 18,598 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 18,942 | $610M | Open filing |
| 2023 | 19,570 | $591M | Open filing |
| 2024 · index core | 18,598 | $609M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Adjustable Plan of the Unite Here Retirement (Defined Benefit (Pension), $450M, 41,173 participants)
The Legacy Plan of the Unite Here Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Dartmouth-Hitchcock in NH ($609M); by covered participants it is Navy Federal Credit Union Employees' Retirement Plan in VA (18,657 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($609M here).
- Pension Plan for Employees of Dartmouth-Hitchcock (NH) $609M · 1,373
- Banco Popular De Puerto Rico Retirement Plan (PR) $607M · 1,845
- Smart Local 265 Pension Fund (IL) $607M · 1,224
- Retirement Plan for Children's Hospital & Research Center at Oakland (CA) $607M · 1,652
Similar participant headcount
Nearest other-state filings by covered participants (18,598 participants); asset peers above are excluded.
- Navy Federal Credit Union Employees' Retirement Plan (VA) 18,657 · 59 off
- Oregon Retail Employees Pension Plan (OR) 18,733 · 135 off
- Intel Minimum Pension Plan (CA) 18,776 · 178 off
- Liuna National (Industrial) Pension Fund (DC) 18,228 · 370 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.