Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustee Unite Here! Workers Pension Plan
Data updated 2026-08-25
- $169M
- Total assets Near avg plan size
- 4,762
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $35,504
- Avg per participant Low balance/head
Official DOL plan name: Unite Here! Workers and Hospitality Employers Vdb Pension Trust · Sponsored by Board of Trustee Unite Here! Workers · Massachusetts · Food Services & Accommodation
$169M in assets, 4,762 participants
Board of Trustee Unite Here! Workers's Unite Here! Workers and Hospitality Employers Vdb Pension Trust reported $169M in total assets and 4,762 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #3,606 in Food Services & Accommodation (3,672 peers)
Coverage in Massachusetts
Unite Here! Workers and Hospitality Employers Vdb Pension Trust covers 4,762 participants in Massachusetts, 7.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $169M.
- #3,606
- in Food Services & Accommodation (3,672 peers)
- +23.8%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Unite Here! Workers and Hospitality Employers Vdb Pension Trust's outsized position by total assets
Unite Here! Workers and Hospitality Employers Vdb Pension Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$169,068,250 Top 6% higher than 94% 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
Unite Here! Workers and Hospitality Employers Vdb Pension Trust'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. Unite Here! Workers and Hospitality Employers Vdb Pension Trust lands in the large band (4,762 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Unite Here! Workers and Hospitality Employers Vdb Pension Trust end-of-year assets rose from $137M in the plan year 2023 filing to $169M in the plan year 2024 filing.
- Unite Here! Workers and Hospitality Employers Vdb Pension Trust reported net income rose from $27M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- Unite Here! Workers and Hospitality Employers Vdb Pension Trust reported participants rose from 4,092 in the plan year 2023 filing to 4,762 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 454227067 · Board of Trustee Unite Here! Workers PY 2024 · Defined Benefit (Pension)
Unite Here! Workers and Hospitality Employers Vdb Pension Trust · $169M · 4,762 · 94th
- ASSETS $169M
- PCT 4,762
- EIN 94th
- RANK Defined Benefit (Pension)
- PHOTO near Media Guild Retirement Plan
- IND ind #3606
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 Food Services & Accommodation retirement plans → · Plans in Massachusetts →
Unite Here! Workers and Hospitality Employers Vdb Pension Trust in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $137M |
|---|---|
| Net Assets (End of Year) | $169M |
| Net Income | $33M |
| Employer EIN | 454227067 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustee Unite Here! Workers)
Sponsor-wide plan assets over time
All Board of Trustee Unite Here! Workers plans reported in each filing year
- Latest sponsor-wide plan assets
- $169M 54.37280775241293% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,641 | $110M |
| 2023 | 1 | 4,092 | $137M |
| 2024 | 1 | 4,762 | $169M |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $11.6B · 60,621
- New England Teamsters Pension Fund $9.1B · 21,577
- Liberty Mutual Retirement Benefit Plan $6.3B · 34,910
- Massachusetts Institute of Technology Basic Retirement Plan $5.9B · 12,533
- N. Atlantic States Carp. Pension Fund $5.1B · 16,946
Unite Here! Workers and Hospitality Employers Vdb Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Media Guild Retirement Plan in CA ($169M); by covered participants it is Burlington Northern Santa Fe Retirement Plan in TX (4,759 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($169M here).
- Media Guild Retirement Plan (CA) $169M · 42
- Smart & Final Pension Plan (CA) $169M · 1,313
- Sheet Metal Workers Local 98 Pension Fund (WV) $169M · 741
- Norton Healthcare, Inc. Retirement Plan (KY) $169M · 2,349
Similar participant headcount
Nearest other-state filings by covered participants (4,762 participants); asset peers above are excluded.
- Burlington Northern Santa Fe Retirement Plan (TX) 4,759 · 3 off
- Pipe Trades Services Mn Pension Fund (MN) 4,759 · 3 off
- Legacy Health Employees Retirement Plan (OR) 4,750 · 12 off
- Ameriprise Financial Retirement Plan (MN) 4,747 · 15 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.