Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Retirement Plan of the Unite Here International

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals · New York · Other Services

What the 2023 filing shows

Retirement Plan of the Unite Here International holds $163M for 745 participants — about $218,131 per participant, up 7.6% over the 2024 plan year.

$163M
total plan assets (2024 EOY)
745
covered participants
$218,131
avg assets per participant
+7.6%
assets growth YoY
Total Assets (2023)
$163M
Participants
745
State
Industry
Other Services

What the Filing Says About Retirement Plan of the Unite Here International

Retirement Plan of the Unite Here International is a Defined Benefit (Pension) retirement plan sponsored by Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $163M in total end-of-year assets and covers 745 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 863429387, and the plan has been effective since 2021-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $151M at the beginning of 2024 to $163M at year-end — a gain of 7.6%. Net assets (after liabilities) closed the year at $162M, with reported net income of $12M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$151M
Total Assets (End of Year)$163M
Net Assets (End of Year)$162M
Net Income$12M
Plan TypeDefined Benefit (Pension)
Employer EIN863429387
Plan Effective Date2021-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals)

Year Plans Participants Total Assets
2022 1 514 $138M
2023 1 668 $151M
2024 1 745 $163M

Nearby Defined Benefit (Pension) Plans in New York

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Frequently Asked Questions

How much money is in the Retirement Plan of the Unite Here International?
As of the 2024 Form 5500 filing, Retirement Plan of the Unite Here International holds $163M in total assets with 745 participants. It is sponsored by Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals.
What type of plan is Retirement Plan of the Unite Here International?
Retirement Plan of the Unite Here International is a Defined Benefit (Pension) plan. It has been effective since 2021-07-01. The plan is filed with the U.S. Department of Labor under EIN 863429387.
Who sponsors the Retirement Plan of the Unite Here International?
Retirement Plan of the Unite Here International is sponsored by Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals, located in New York. The sponsor's EIN is 863429387 and the plan operates in the Other Services industry.
How did Retirement Plan of the Unite Here International perform in 2024?
Retirement Plan of the Unite Here International grew by 7.6% during 2024, moving from $151M to $163M in total assets. Net income was $12M.
Where can I find official filings for Retirement Plan of the Unite Here International?
Official Form 5500 filings for Retirement Plan of the Unite Here International are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 863429387 or plan name at efast.dol.gov.
How does Retirement Plan of the Unite Here International compare to other plans?
You can compare Retirement Plan of the Unite Here International against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 863429387.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.