Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustee Unite Here! Workers Pension Plan
Data updated 2026-08-11
- $169M
- Total assets
- 4,762
- Participants
- 94th
- Percentile by assets
- $35,504
- Avg per participant
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.
- 94th percentile by assets (of 123,622 plans)
- #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.
- $169M
- total plan assets (2024 EOY)
- 4,762
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $35,504
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Unite Here! Workers and Hospitality Employers Vdb Pension Trust reports 4,762 participants - 7.2x that state average ($169M EOY assets).
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)
| 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.
Unite Here! Workers and Hospitality Employers Vdb Pension Trust vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Unite Here! Workers and Hospitality Employers Vdb Pension Trust by total assets, not by location.
- 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
Frequently Asked Questions
How did Unite Here! Workers and Hospitality Employers Vdb Pension Trust assets move in 2024? ▼
How have Board of Trustee Unite Here! Workers plan assets changed over time? ▼
Where does Unite Here! Workers and Hospitality Employers Vdb Pension Trust rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Unite Here! Workers and Hospitality Employers Vdb Pension Trust? ▼
Next read for Unite Here! Workers and Hospitality Empl…
Filing takeaways
Ways to act on Unite Here! Workers and Hospitality Employers Vdb Pension Trust's numbers.
- By total assets, Unite Here! Workers and Hospitality Employers Vdb Pension Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Massachusetts. Compare plans
- Board of Trustee Unite Here! Workers's sponsor-wide assets have grown 54.4% since 2022 across 3 plan years on file. More Food Services & Accommodation plans