Other · DOL Form 5500 · 2023

Unison Health Behavorial Health Group Inc. Dba Unison Health Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
193
Participants Below avg headcount
66th
Percentile by assets National rank
$73,665
Avg per participant Below avg balance/head
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Official DOL plan name: Unison Behavioral Health Group Retirement Plan · Sponsored by Unison Health Behavorial Health Group Inc. Dba Unison Health · Ohio · Healthcare & Social Assistance

$14M in assets, 193 participants

Unison Health Behavorial Health Group Inc. Dba Unison Health's Unison Behavioral Health Group Retirement Plan reported $14M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,598 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Unison Behavioral Health Group Retirement Plan covers 193 participants in Ohio, about 25% of the average Ohio filer (state average ~765 per filing). Assets: $14M.

#12,598
in Healthcare & Social Assistance (17,684 peers)
+11.9%
assets growth YoY

Unison Behavioral Health Group Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Unison Behavioral Health Group Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,217,286 Top 34% higher than 66% of 127,068 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 2023

Unison Behavioral Health Group Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unison Behavioral Health Group Retirement Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unison Behavioral Health Group Retirement Plan reported net income fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Unison Behavioral Health Group Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Unison Behavioral Health Group Retirement Plan reported participants rose from 175 in the plan year 2022 filing to 193 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 341103536 · Unison Health Behavorial Health Group Inc. Dba Unison Health PY 2023 · Other

Unison Behavioral Health Group Retirement Plan · $14M · 193 · 66th

  • TYPE $14M
  • TYPE 193
  • TYPE 66th
  • TYPE Other
  • TYPE near The Nelson Gallery Foundation 403(b) Plan
  • TYPE ind #12598

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 Ohio →

Unison Behavioral Health Group Retirement Plan in the asset neighbourhood

Eagleville Hospital Savings and Retirement PlanEagleville Hospital Savings …$14MThe Geological Society of America Retirement PlanThe Geological Society of Am…$14MUnison Behavioral Health Group Retirement PlanUnison Behavioral Health Gro…$14MThe Nelson Gallery Foundation 403(b) PlanThe Nelson Gallery Foundatio…$14M403(b) Thrift Plan of Goddard Riverside Community Center403(b) Thrift Plan of Goddar…$14M
End-of-year total assets ($M) among Unison Behavioral Health Group Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN341103536
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unison Health Behavorial Health Group Inc. Dba Unison Health)

Sponsor-wide plan assets over time

All Unison Health Behavorial Health Group Inc. Dba Unison Health plans reported in each filing year

Latest sponsor-wide plan assets
$14M 11.861370538194457% vs 2022
2023 filing year
$12.5M$13M$13.5M$14M$14.5M 20222023 $12.7M $14.2M ▲ +11.9%
Year Plans Participants Total Assets
2022 1 175 $13M
2023 1 193 $14M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

Unison Behavioral Health Group Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Unison Behavioral Health Group Retirement Plan, Total assets ($B): 0.014217286 · Participants: 193Unison Behavioral Health Group Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
Unison Behavioral Health Group Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Unison Behavioral Health Group Retirement Plan side-by-side with 3 peers →

Unison Behavioral Health Group Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is The Nelson Gallery Foundation 403(b) Plan in MO ($14M); by covered participants it is Louisville Collegiate School Defined Contribution Retirement Plan in KY (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Unison Behavioral Health Group Retirement Plan assets move in 2023? ▼
Unison Behavioral Health Group Retirement Plan grew at a solid clip - up 11.9% during 2023, from $13M to $14M. Reported net income was $2M.
How have Unison Health Behavorial Health Group Inc. Dba Unison Health plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Unison Health Behavorial Health Group Inc. Dba Unison Health's sponsor-wide assets grew 11.9%, from $13M to $14M.
Which Other plans are similar in size to Unison Behavioral Health Group Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Nelson Gallery Foundation 403(b) Plan in MO ($14M, 344 participants).
Which Other plans cover a similar participant headcount to Unison Behavioral Health Group Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Louisville Collegiate School Defined Contribution Retirement Plan in KY (193 participants, $23M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341103536.

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.