Other · DOL Form 5500 · 2024
United Health Services, Inc. Retirement Plan
Data updated 2026-08-25
- $391M
- Total assets Above avg plan size
- 6,793
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $57,604
- Avg per participant Low balance/head
Official DOL plan name: United Health Services, Inc. 403(b) Retirement Plan · Sponsored by United Health Services, Inc. · New York · Healthcare & Social Assistance
$391M in assets, 6,793 participants
United Health Services, Inc.'s United Health Services, Inc. 403(b) Retirement Plan reported $391M in total assets and 6,793 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #16,355 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
United Health Services, Inc. 403(b) Retirement Plan covers 6,793 participants in New York, 8.5x the typical New York plan (state average ~798 per filing). Assets: $391M.
- #16,355
- in Healthcare & Social Assistance (16,916 peers)
- +18.7%
- assets growth YoY
- 3.9×
- vs typical plan assets (national mean)
United Health Services, Inc. 403(b) Retirement Plan's outsized position by total assets
United Health Services, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$391,304,584 Top 3% higher than 97% 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 Health Services, Inc. 403(b) 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. United Health Services, Inc. 403(b) Retirement Plan lands in the large band (6,793 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Health Services, Inc. 403(b) Retirement Plan end-of-year assets rose from $330M in the plan year 2023 filing to $391M in the plan year 2024 filing.
- United Health Services, Inc. 403(b) Retirement Plan reported net income rose from $59M in the plan year 2023 filing to $62M in the plan year 2024 filing.
- United Health Services, Inc. 403(b) Retirement Plan reported participants rose from 6,652 in the plan year 2023 filing to 6,793 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 222682421 · United Health Services, Inc. PY 2024 · Other
United Health Services, Inc. 403(b) Retirement Plan · $391M · 6,793 · 97th
- 5500 $391M
- 5500 6,793
- 5500 97th
- 5500 Other
- 5500 near The Children's Hospital of Philadelphia Funded Retirement Savings Plan
- 5500 ind #16355
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 →
United Health Services, Inc. 403(b) Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $330M |
|---|---|
| Net Assets (End of Year) | $391M |
| Net Income | $62M |
| Employer EIN | 222682421 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Health Services, Inc.)
Sponsor-wide plan assets over time
All United Health Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $391M 44.70214185911866% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,214 | $270M |
| 2023 | 1 | 6,652 | $330M |
| 2024 | 1 | 6,793 | $391M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Scale composition for United Health Services, Inc. 403(b) Retirement Plan
United Health Services, Inc. 403(b) Retirement Plan reports $391M in end-of-year assets across 6,793 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $57,604 per participant (42% of the national average assets-per-participant) . Net income for plan year 2024 was $62M.
This plan identity (EIN 222682421, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $270M to $391M (+44.7%) while covered participants moved from 6,214 to 6,793 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,214 | $270M | Open filing |
| 2023 | 6,652 | $330M | Open filing |
| 2024 · index core | 6,793 | $391M | This page |
United Health Services, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is The Children's Hospital of Philadelphia Funded Retirement Savings Plan in PA ($390M); by covered participants it is The Medical College of Wisconsin, Inc. Retirement Plan in WI (6,796 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($391M here).
- The Children's Hospital of Philadelphia Funded Retirement Savings Plan (PA) $390M · 18,405
- Act, Inc. Defined Contribution Retirement Plan (IA) $393M · 913
- Providence College 403(b) Plan (RI) $393M · 1,046
- The Independent School Group Retirement Plan (Misbo) (GA) $395M · 1,612
Similar participant headcount
Nearest other-state filings by covered participants (6,793 participants); asset peers above are excluded.
- The Medical College of Wisconsin, Inc. Retirement Plan (WI) 6,796 · 3 off
- Carnegie Mellon University Faculty and Staff Retirement Plan (PA) 6,772 · 21 off
- Mercy Health Corporation Employees Retirement Plan (IL) 6,868 · 75 off
- Children's Hospital and Health System Shared Retirement Savings Plan (WI) 6,717 · 76 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.