Defined Benefit (Pension) · DOL Form 5500 · 2024
Union Health Service, Inc. Pension Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 81
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $495,652
- Avg per participant High balance/head
Official DOL plan name: Union Health Service, Inc. Pension Trust · Sponsored by Union Health Service, Inc. · Illinois · Healthcare & Social Assistance
$40M in assets, 81 participants
Union Health Service, Inc.'s Union Health Service, Inc. Pension Trust reported $40M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #14,226 in Healthcare & Social Assistance (16,916 peers)
Where Union Health Service, Inc. Pension Trust sits by assets
Union Health Service, Inc. Pension Trust sits in the top quartile of all filed plans by assets, $40M for 81 participants (~$495,652/participant), down 19.7% in 2024.
- #14,226
- in Healthcare & Social Assistance (16,916 peers)
- -19.7%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Union Health Service, Inc. Pension Trust's outsized position by total assets
Union Health Service, Inc. Pension Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$40,147,818 Top 19% higher than 81% 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
Union Health Service, Inc. Pension Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union Health Service, Inc. Pension Trust is a small filing (81 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Union Health Service, Inc. Pension Trust reported net income fell from $8M in the plan year 2023 filing to -$10M in the plan year 2024 filing.
- Union Health Service, Inc. Pension Trust end-of-year assets fell from $50M in the plan year 2023 filing to $40M in the plan year 2024 filing.
- Union Health Service, Inc. Pension Trust reported participants rose from 80 in the plan year 2023 filing to 81 in the plan year 2024 filing.
DOL schedule card
Filing strip 362302593 · Union Health Service, Inc. PY 2024 · Defined Benefit (Pension)
Union Health Service, Inc. Pension Trust · $40M · 81 · 81st
- RANK $40M
- RANK 81
- RANK 81st
- RANK Defined Benefit (Pension)
- RANK near Pension Plan for Employees of U.S. Natural Resources and Friedrich Air Conditioning Co.
- RANK ind #14226
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 Illinois →
Union Health Service, Inc. Pension Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | -$10M |
| Employer EIN | 362302593 |
| Plan Effective Date | 1971-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Union Health Service, Inc.)
Sponsor-wide plan assets over time
All Union Health Service, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 4.44123216244512% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 80 | $42M |
| 2023 | 1 | 80 | $50M |
| 2024 | 1 | 81 | $40M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
Union Health Service, Inc. Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of U.S. Natural Resources and Friedrich Air Conditioning Co. in WA ($40M); by covered participants it is Pension Plan for Employees of Magnesita Refractories Company in PA (81 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Pension Plan for Employees of U.S. Natural Resources and Friedrich Air Conditioning Co. (WA) $40M · 89
- The Retirement Plan for Employees of the Decurion Corporation (CA) $40M · 23
- Sbera Pension Plan as Adopted by Watertown Savings Bank (MA) $40M · 101
- Southern Region of Teamsters Pension Plan (TX) $40M · 250
Similar participant headcount
Nearest other-state filings by covered participants (81 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.