Defined Benefit (Pension) · DOL Form 5500 · 2024

Unity Health System Pension Plan

Data updated 2026-08-25

$343M
Total assets Above avg plan size
4,112
Participants Above avg headcount
96th
Percentile by assets National rank
$83,427
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Unity Health System Retirement Plan · Sponsored by Unity Health System · New York · Healthcare & Social Assistance

$343M in assets, 4,112 participants

Unity Health System's Unity Health System Retirement Plan reported $343M in total assets and 4,112 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #16,304 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Unity Health System Retirement Plan covers 4,112 participants in New York, 5.2x the typical New York plan (state average ~798 per filing). Assets: $343M.

#16,304
in Healthcare & Social Assistance (16,916 peers)
+6.7%
assets growth YoY
3.4×
vs typical plan assets (national mean)

Unity Health System Retirement Plan's outsized position by total assets

Unity Health System Retirement Plan vs every filed plan by assets

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

$343,049,992 Top 4% higher than 96% 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 System 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 System Retirement Plan lands in the large band (4,112 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unity Health System Retirement Plan reported net income fell from $22M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Unity Health System Retirement Plan end-of-year assets rose from $321M in the plan year 2023 filing to $343M in the plan year 2024 filing.
  • Unity Health System Retirement Plan reported participants rose from 4,032 in the plan year 2023 filing to 4,112 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 222572873 · Unity Health System PY 2024 · Defined Benefit (Pension)

Unity Health System Retirement Plan · $343M · 4,112 · 96th

  • SCH $343M
  • EBSA 4,112
  • PART 96th
  • TYPE Defined Benefit (Pension)
  • NET near Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees
  • BOOK ind #16304

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 New York →

Unity Health System Retirement Plan in the asset neighbourhood

Avient Merged Pension Plan$344MUnity Health System Retirement PlanUnity Health System Retireme…$343MOak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered EmployeesOak Ridge Reservation Cleanu…$343MNew Century Energies, Inc. Retirement Plan for Southwestern Public Service Co. Bargaining Unit Ee and Former Non-Bargaining Unit EmployeesNew Century Energies, Inc. R…$343MMativ Holdings, Inc. Pension PlanMativ Holdings, Inc. Pension…$342M
End-of-year total assets ($M) among Unity Health System Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$321M
Net Assets (End of Year)$341M
Net Income$19M
Employer EIN222572873
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unity Health System)

Sponsor-wide plan assets over time

All Unity Health System plans reported in each filing year

Latest sponsor-wide plan assets
$343M 13.976755751660775% vs 2022
2024 filing year
$280M$300M$320M$340M$360M 202220232024 $301M $343M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 3,842 $301M
2023 1 4,032 $321M
2024 1 4,112 $343M

Nearby Defined Benefit (Pension) Plans in New York

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

Unity Health System Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Unity Health System Retirement Plan, Total assets ($B): 0.343049992 · Participants: 4112Unity Health System Retirement PlanIBM 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
Unity Health System Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Unity Health System Retirement Plan side-by-side with 3 peers →

Unity Health System Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees in TN ($343M); by covered participants it is Teamsters Local 639 - Employers Pension Trust Fund in DC (4,123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,112 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 System Retirement Plan assets move in 2024? ▼
Unity Health System Retirement Plan grew at a solid clip - up 6.7% during 2024, from $321M to $343M. Reported net income was $19M.
How have Unity Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unity Health System's sponsor-wide assets grew 14.0%, from $301M to $343M.
Where does Unity Health System Retirement Plan rank by assets among Form 5500 filers? ▼
Unity Health System Retirement Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Unity Health System Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees in TN ($343M, 171 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Unity Health System Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teamsters Local 639 - Employers Pension Trust Fund in DC (4,123 participants, $1.7B 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 222572873.

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.