Profit Sharing · DOL Form 5500 · 2024
United Zion Retirement Community Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 150
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $22,236
- Avg per participant Low balance/head
Official DOL plan name: United Zion Retirement Community 403(b) Retirement · Sponsored by United Zion Retirement Community · Pennsylvania · Healthcare & Social Assistance
$3M in assets, 150 participants
United Zion Retirement Community's United Zion Retirement Community 403(b) Retirement reported $3M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #6,115 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
United Zion Retirement Community 403(b) Retirement covers 150 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.
- #6,115
- in Healthcare & Social Assistance (16,916 peers)
- +14.6%
- assets growth YoY
United Zion Retirement Community 403(b) Retirement's mid-pack asset rank among Healthcare & Social Assistance and all filers
United Zion Retirement Community 403(b) Retirement vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,335,330 35th percentile higher than 35% 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
United Zion Retirement Community 403(b) Retirement 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. United Zion Retirement Community 403(b) Retirement sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Zion Retirement Community 403(b) Retirement reported net income fell from $659K in the plan year 2023 filing to $425K in the plan year 2024 filing.
- United Zion Retirement Community 403(b) Retirement reported participants rose from 124 in the plan year 2023 filing to 150 in the plan year 2024 filing.
- United Zion Retirement Community 403(b) Retirement end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 231365176 · United Zion Retirement Community PY 2024 · Profit Sharing
United Zion Retirement Community 403(b) Retirement · $3M · 150 · 35th
- EBSA $3M
- PART 150
- TYPE 35th
- NET Profit Sharing
- BOOK near Pawluk Family Ventures Inc. Retirement Plan
- VS-ST ind #6115
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 Pennsylvania →
United Zion Retirement Community 403(b) Retirement in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $425K |
| Employer EIN | 231365176 |
| Plan Effective Date | 1999-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Zion Retirement Community)
Sponsor-wide plan assets over time
All United Zion Retirement Community plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 48.101293926449564% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $2M |
| 2023 | 1 | 124 | $3M |
| 2024 | 1 | 150 | $3M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
United Zion Retirement Community 403(b) Retirement's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Pawluk Family Ventures Inc. Retirement Plan in NY ($3M); by covered participants it is Composition Roofers #4 Annuity Fund in NJ (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (150 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.