Money Purchase · DOL Form 5500 · 2024

Unity Health Money Purchase Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
1,736
Participants Near avg headcount
88th
Percentile by assets National rank
$43,362
Avg per participant Low balance/head
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Official DOL plan name: Unity Health Retirement Plan · Sponsored by Unity Health · Arkansas · Healthcare & Social Assistance

$75M in assets, 1,736 participants

Unity Health's Unity Health Retirement Plan reported $75M in total assets and 1,736 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,196 in Healthcare & Social Assistance (16,916 peers)

Where Unity Health Retirement Plan sits by assets

Unity Health Retirement Plan sits in the top quartile of all filed plans by assets, $75M for 1,736 participants (~$43,362/participant), up 13.6% in 2024.

#15,196
in Healthcare & Social Assistance (16,916 peers)
+13.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Unity Health Retirement Plan's outsized position by total assets

Unity Health Retirement Plan vs every filed plan by assets

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

$75,275,780 Top 12% higher than 88% 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

Unity Health Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unity Health Retirement Plan lands in the large band (1,736 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unity Health Retirement Plan end-of-year assets rose from $66M in the plan year 2023 filing to $75M in the plan year 2024 filing.
  • Unity Health Retirement Plan reported participants rose from 1,617 in the plan year 2023 filing to 1,736 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 710772737 · Unity Health PY 2024 · Money Purchase

Unity Health Retirement Plan · $75M · 1,736 · 88th

  • IND $75M
  • IND 1,736
  • IND 88th
  • IND Money Purchase
  • IND near Ingram Marine Group Retirement Plan
  • IND ind #15196

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 Arkansas →

Unity Health Retirement Plan in the asset neighbourhood

The American Institute of Physics Tax Deferred Annuity PlanThe American Institute of Ph…$76MDechert LLP Pension Plan No. 2 for PartnersDechert LLP Pension Plan No.…$76MIngram Marine Group Retirement PlanIngram Marine Group Retireme…$75MUnity Health Retirement Plan$75MPlumbers & Pipefitters Local 152 Retirement AnnuitPlumbers & Pipefitters Local…$75M
End-of-year total assets ($M) among Unity Health Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$75M
Net Income$9M
Employer EIN710772737
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unity Health)

Sponsor-wide plan assets over time

All Unity Health plans reported in each filing year

Latest sponsor-wide plan assets
$125M 31.427150293045898% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $95.2M $125M ▲ +31.4%
Year Plans Participants Total Assets
2022 2 2,904 $95M
2023 2 2,808 $112M
2024 2 2,883 $125M

Nearby Money Purchase Plans in Arkansas

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Unity Health Retirement Plan vs. nearby Money Purchase plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Unity Health Retirement Plan, Total assets ($M): 75.27578 · Participants: 1736Unity Health Retirement PlanArkansas Chapter NECA-IBEW Retirement Plan, Total assets ($M): 303.235858 · Participants: 1529Arkansas Chapter NECA-IBEW Retirement PlanMississippi County Arkansas Economic Opportunity Commission, Inc. Pension, Total assets ($M): 6.156244 · Participants: 300Mississippi County Arkansas Economic Opportunity Commission, Inc. PensionSelected Funeral and Life Insurance Company Money Purchase Plan, Total assets ($M): 3.322857 · Participants: 32Selected Funeral and Life Insurance Company Money Purchase PlanJeral Wayman Hastings, Total assets ($M): 1.282522 · Participants: 2Jeral Wayman HastingsCotton Belt Federal Credit Union Pension Plan & Trust, Total assets ($M): 0.611096 · Participants: 25Cotton Belt Federal Credit Union Pension Plan & Trust
Unity Health Retirement Plan vs. nearby Money Purchase plans in Arkansas, assets vs. participants
Compare Unity Health Retirement Plan side-by-side with 3 peers →

Unity Health Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Arkansas, the nearest Money Purchase by assets is Ingram Marine Group Retirement Plan in TN ($75M); by covered participants it is I.B.E.W. Local Union No. 728 Annuity Fund in FL (1,745 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,736 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 Unity Health Retirement Plan assets move in 2024? ▼
Unity Health Retirement Plan grew at a solid clip - up 13.6% during 2024, from $66M to $75M. Reported net income was $9M.
How have Unity Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unity Health's sponsor-wide assets grew 31.4%, from $95M to $125M.
Where does Unity Health Retirement Plan rank by assets among Form 5500 filers? ▼
Unity Health Retirement Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Unity Health Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Ingram Marine Group Retirement Plan in TN ($75M, 1,351 participants).
Which Money Purchase plans cover a similar participant headcount to Unity Health Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is I.B.E.W. Local Union No. 728 Annuity Fund in FL (1,745 participants, $93M 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 710772737.

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.