Defined Benefit (Pension) · DOL Form 5500 · 2024

Unite Here Health Pension Plan

Data updated 2026-08-25

$202M
Total assets Near avg plan size
397
Participants Below avg headcount
94th
Percentile by assets National rank
$507,867
Avg per participant High balance/head
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Official DOL plan name: Unite Here Health Staff Pension Plan · Sponsored by Unite Here Health · Illinois · Finance & Insurance

$202M in assets, 397 participants

Unite Here Health's Unite Here Health Staff Pension Plan reported $202M in total assets and 397 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.

  • #7,773 in Finance & Insurance (8,549 peers)

Where Unite Here Health Staff Pension Plan sits by assets

Unite Here Health Staff Pension Plan sits in the top 10% of all filed plans by assets, $202M for 397 participants (~$507,867/participant), up 7.8% in 2024.

#7,773
in Finance & Insurance (8,549 peers)
+7.8%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Unite Here Health Staff Pension Plan's outsized position by total assets

Unite Here Health Staff Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$201,623,060 Top 6% higher than 94% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Unite Here Health Staff Pension Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unite Here Health Staff Pension Plan sits mid-pack in the medium band (397 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unite Here Health Staff Pension Plan reported net income fell from $25M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Unite Here Health Staff Pension Plan end-of-year assets rose from $187M in the plan year 2023 filing to $202M in the plan year 2024 filing.
  • Unite Here Health Staff Pension Plan reported participants rose from 383 in the plan year 2023 filing to 397 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 237385560 · Unite Here Health PY 2024 · Defined Benefit (Pension)

Unite Here Health Staff Pension Plan · $202M · 397 · 94th

  • VS-ST $202M
  • VS-ST 397
  • VS-ST 94th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near United Asso Journeymen & Apprnc Pension Fund
  • VS-ST ind #7773

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 Finance & Insurance retirement plans → · Plans in Illinois →

Unite Here Health Staff Pension Plan in the asset neighbourhood

Central Iowa Carpenters Pension PlanCentral Iowa Carpenters Pens…$202MUnite Here Health Staff Pension PlanUnite Here Health Staff Pens…$202MUnited Asso Journeymen & Apprnc Pension FundUnited Asso Journeymen & App…$201MMony Life Retirement Income Security Plan for EmployeesMony Life Retirement Income …$201MSpire Missouri Employees' Retirement PlanSpire Missouri Employees' Re…$201M
End-of-year total assets ($M) among Unite Here Health Staff Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$187M
Net Assets (End of Year)$202M
Net Income$15M
Employer EIN237385560
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unite Here Health)

Sponsor-wide plan assets over time

All Unite Here Health plans reported in each filing year

Latest sponsor-wide plan assets
$243M 27.684215728026114% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $190M $243M ▲ +27.7%
Year Plans Participants Total Assets
2022 2 707 $190M
2023 2 764 $222M
2024 2 834 $243M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Unite Here Health Staff Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -200204060 Total assets ($B) Participants Unite Here Health Staff Pension Plan, Total assets ($B): 0.20162306 · Participants: 397Unite Here Health Staff Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 48.22071058 · Participants: 36799Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 37.736369487 · Participants: 41619State Farm Insurance Companies Retirement Plan for United States EmployeesGE Healthcare Pension Plan, Total assets ($B): 13.74052931 · Participants: 5554GE Healthcare Pension PlanAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 8.591907247 · Participants: 17875Abbott Laboratories Annuity Retirement PlanUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 8.17675965 · Participants: 20984United Food & Commercial Workers Intl Union - Industry Pension Fund
Unite Here Health Staff Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Unite Here Health Staff Pension Plan side-by-side with 3 peers →

Unite Here Health Staff Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is United Asso Journeymen & Apprnc Pension Fund in FL ($201M); by covered participants it is Orrick, Herrington & Sutcliffe, LLP Partners' Pension Plan in CA (397 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (397 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Unite Here Health Staff Pension Plan assets move in 2024? ▼
Unite Here Health Staff Pension Plan grew at a solid clip - up 7.8% during 2024, from $187M to $202M. Reported net income was $15M.
How have Unite Here Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unite Here Health's sponsor-wide assets grew 27.7%, from $190M to $243M.
Where does Unite Here Health Staff Pension Plan rank by assets among Form 5500 filers? ▼
Unite Here Health Staff Pension Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Unite Here Health Staff Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is United Asso Journeymen & Apprnc Pension Fund in FL ($201M, 810 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Unite Here Health Staff Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Orrick, Herrington & Sutcliffe, LLP Partners' Pension Plan in CA (397 participants, $287M in assets).

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 237385560.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.