Defined Benefit (Pension) · DOL Form 5500 · 2024

Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals Pension Plan

Data updated 2026-08-25

$163M
Total assets Near avg plan size
745
Participants Near avg headcount
93rd
Percentile by assets National rank
$218,131
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan of the Unite Here International · Sponsored by Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals · New York · Other Services

$163M in assets, 745 participants

Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals's Retirement Plan of the Unite Here International reported $163M in total assets and 745 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,556 in Other Services (7,719 peers)

Where Retirement Plan of the Unite Here International sits by assets

Retirement Plan of the Unite Here International sits in the top 10% of all filed plans by assets, $163M for 745 participants (~$218,131/participant), up 7.6% in 2024.

#7,556
in Other Services (7,719 peers)
+7.6%
assets growth YoY
1.6×
vs typical plan assets (national mean)

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

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

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

$162,507,766 Top 7% higher than 93% 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

Retirement Plan of the Unite Here International among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan of the Unite Here International sits mid-pack in the medium band (745 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan of the Unite Here International reported net income fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Retirement Plan of the Unite Here International reported participants rose from 668 in the plan year 2023 filing to 745 in the plan year 2024 filing.
  • Retirement Plan of the Unite Here International end-of-year assets rose from $151M in the plan year 2023 filing to $163M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 863429387 · Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals PY 2024 · Defined Benefit (Pension)

Retirement Plan of the Unite Here International · $163M · 745 · 93rd

  • RANK $163M
  • RANK 745
  • RANK 93rd
  • RANK Defined Benefit (Pension)
  • RANK near Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division
  • RANK ind #7556

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 Other Services retirement plans → · Plans in New York →

Retirement Plan of the Unite Here International in the asset neighbourhood

Bac Local No. 1 Washington Pension TrustBac Local No. 1 Washington P…$163MRetirement Plan of the Unite Here InternationalRetirement Plan of the Unite…$163MLiquor and Allied Workers Local No. 3 Pension Fund Salesmen DivisionLiquor and Allied Workers Lo…$163MIBEW Local Union No. 479 Pension Trust FundIBEW Local Union No. 479 Pen…$162MCalifornia Casualty Management Co. Pension PlanCalifornia Casualty Manageme…$162M
End-of-year total assets ($M) among Retirement Plan of the Unite Here International and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$151M
Net Assets (End of Year)$162M
Net Income$12M
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)

Sponsor-wide plan assets over time

All Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals plans reported in each filing year

Latest sponsor-wide plan assets
$163M 17.82819644227911% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $138M $163M ▲ +17.8%
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

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan of the Unite Here International vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Retirement Plan of the Unite Here International, Total assets ($B): 0.162507766 · Participants: 745Retirement Plan of the Unite Here InternationalIBM 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
Retirement Plan of the Unite Here International vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Retirement Plan of the Unite Here International side-by-side with 3 peers →

Retirement Plan of the Unite Here International's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division in IL ($163M); by covered participants it is Commerce Bancshares, Inc Restated Retirement Plan in MO (745 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (745 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 Retirement Plan of the Unite Here International assets move in 2024? ▼
Retirement Plan of the Unite Here International grew at a solid clip - up 7.6% during 2024, from $151M to $163M. Reported net income was $12M.
How have Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees-Retirement Plan of the Unite Here Int'l and Locals's sponsor-wide assets grew 17.8%, from $138M to $163M.
Where does Retirement Plan of the Unite Here International rank by assets among Form 5500 filers? ▼
Retirement Plan of the Unite Here International ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan of the Unite Here International? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Liquor and Allied Workers Local No. 3 Pension Fund Salesmen Division in IL ($163M, 1,151 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan of the Unite Here International? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Commerce Bancshares, Inc Restated Retirement Plan in MO (745 participants, $87M 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 863429387.

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.