Other · DOL Form 5500 · 2024
Union Hospital, Inc. Retirement Plan
Data updated 2026-08-25
- $233M
- Total assets Near avg plan size
- 2,774
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $83,935
- Avg per participant Below avg balance/head
Official DOL plan name: Union Health 403(b)Retirement Plan · Sponsored by Union Hospital, Inc. · Indiana · Healthcare & Social Assistance
$233M in assets, 2,774 participants
Union Hospital, Inc.'s Union Health 403(b)Retirement Plan reported $233M in total assets and 2,774 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #16,122 in Healthcare & Social Assistance (16,916 peers)
Coverage in Indiana
Union Health 403(b)Retirement Plan covers 2,774 participants in Indiana, 5.1x the typical Indiana plan (state average ~541 per filing). Assets: $233M.
- #16,122
- in Healthcare & Social Assistance (16,916 peers)
- +14.5%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
Union Health 403(b)Retirement Plan's outsized position by total assets
Union Health 403(b)Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$232,836,522 Top 5% higher than 95% 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
Union Health 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. Union Health 403(b)Retirement Plan lands in the large band (2,774 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Union Health 403(b)Retirement Plan reported net income fell from $39M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Union Health 403(b)Retirement Plan end-of-year assets rose from $203M in the plan year 2023 filing to $233M in the plan year 2024 filing.
- Union Health 403(b)Retirement Plan reported participants fell from 3,178 in the plan year 2023 filing to 2,774 in the plan year 2024 filing.
DOL schedule card
Filing strip 350876396 · Union Hospital, Inc. PY 2024 · Other
Union Health 403(b)Retirement Plan · $233M · 2,774 · 95th
- EOY $233M
- EOY 2,774
- EOY 95th
- EOY Other
- EOY near Columbia College Chicago Employees' Retirement Plan
- EOY ind #16122
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 Indiana →
Union Health 403(b)Retirement Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $203M |
|---|---|
| Net Assets (End of Year) | $233M |
| Net Income | $30M |
| Employer EIN | 350876396 |
| Plan Effective Date | 1997-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Union Hospital, Inc.)
Sponsor-wide plan assets over time
All Union Hospital, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $233M 41.86999918528943% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,104 | $164M |
| 2023 | 1 | 3,178 | $203M |
| 2024 | 1 | 2,774 | $233M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $928M · 16,191
- Beacon Retirement Savings 403(b) Plan $695M · 7,707
- Ici Multiple Employer Plan $481M · 2,722
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $440M · 7,792
- Butler University Retirement Plan $373M · 3,285
Union Health 403(b)Retirement Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Columbia College Chicago Employees' Retirement Plan in IL ($233M); by covered participants it is Baldor Specialty Foods, Inc. 401(k) Profit Sharing Plan in NY (2,768 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($233M here).
- Columbia College Chicago Employees' Retirement Plan (IL) $233M · 1,955
- University of Michigan Health - West 403(b) Retirement Savings Plan (MI) $233M · 3,285
- Retirement Plan for Employees of the Population Council, Inc. (NY) $233M · 237
- Webster University Defined Contribution Retirement Plan (MO) $233M · 2,393
Similar participant headcount
Nearest other-state filings by covered participants (2,774 participants); asset peers above are excluded.
- Baldor Specialty Foods, Inc. 401(k) Profit Sharing Plan (NY) 2,768 · 6 off
- The Children's Aid Society Voluntary Retirement Plan (NY) 2,783 · 9 off
- The Retirementplus Retirement Plan for Employees of Mount Auburn Hospital (MA) 2,762 · 12 off
- Ellis Hospital Employees Defined Contribution Retirement Plan (NY) 2,790 · 16 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.