Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

UNITED HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNITED HEALTH SERVICES, INC.

This Profit Sharing plan holds $391M in total assets and serves 6,793 participants as of 2024. It is sponsored by UNITED HEALTH SERVICES, INC. in New York. The plan reported positive net income of $62M for the year.

Total Assets (2023)
$391M
Participants
6,793
State
Industry
Healthcare & Social Assistance

What the Filing Says About UNITED HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN

UNITED HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN is a Profit Sharing retirement plan sponsored by UNITED HEALTH SERVICES, INC., headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $391M in total end-of-year assets and covers 6,793 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 222682421, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $330M at the beginning of 2024 to $391M at year-end — a gain of 18.7%. Net assets (after liabilities) closed the year at $391M, with reported net income of $62M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$330M
Total Assets (End of Year)$391M
Net Assets (End of Year)$391M
Net Income$62M
Plan TypeProfit Sharing
Employer EIN222682421
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UNITED HEALTH SERVICES, INC.)

Year Plans Participants Total Assets
2022 1 6,214 $270M
2023 1 6,652 $330M
2024 1 6,793 $391M

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Frequently Asked Questions

How much money is in the UNITED HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN?
As of the 2024 Form 5500 filing, UNITED HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN holds $391M in total assets with 6,793 participants. It is sponsored by UNITED HEALTH SERVICES, INC..
What type of plan is UNITED HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN?
UNITED HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN is a Profit Sharing plan. It has been effective since 2009-01-01. The plan is filed with the U.S. Department of Labor under EIN 222682421.
Who sponsors the UNITED HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN?
UNITED HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN is sponsored by UNITED HEALTH SERVICES, INC., located in New York. The sponsor's EIN is 222682421 and the plan operates in the Healthcare & Social Assistance industry.
How did UNITED HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN perform in 2024?
UNITED HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN grew by 18.7% during 2024, moving from $330M to $391M in total assets. Net income was $62M.
Where can I find official filings for UNITED HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN?
Official Form 5500 filings for UNITED HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 222682421 or plan name at efast.dol.gov.
How does UNITED HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN compare to other plans?
You can compare UNITED HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 222682421.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.