2024 plan-year Industry rank #21 of 21 DOL Form 5500

Unclassified Retirement Plans

39 ERISA-covered retirement plans in the Unclassified industry, holding $117M for 16,466 participants per 2024 Form 5500 filings.

$117M across 39 plans

According to DOL Form 5500 filings (plan year 2024), the Unclassified industry sponsors 39 ERISA-covered retirement plans holding $117M for 16,466 participants, ranking #21 of 21 industries by plan assets, with 69.2% structured as 401(k)s.

  • #21 of 21 industries
  • 69.2% 401(k) plans

The industry in one line

Unclassified sponsors 39 ERISA-covered retirement plans holding $117M for 16,466 participants, the 21st-largest industry by plan assets.

$117M
total plan assets
39
employer plans
$3M
average plan size
69.2%
of plans are 401(k)s
Plans
39
401(k) Plans
27
69.2% of plans
Total Assets
$117M
Participants
16,466

What the Unclassified Industry Plan Filings Show

The Unclassified industry sponsors 39 ERISA-covered retirement plans according to 2024 Form 5500 filings, ranking #21 of 21 industries on PlainRetire by total plan assets. Within the industry, 69.2% of plans are 401(k) defined-contribution arrangements (27 plans), with the remainder split across defined-benefit pension plans, profit-sharing arrangements, ESOPs, and money-purchase plans. The average plan in Unclassified holds $3M in end-of-year assets and covers 422 participants.

Industry-level totals reflect aggregate sponsor disclosures on Form 5500 Schedule H and Schedule I and provide a useful frame for benchmarking individual employer plans. They are not a substitute for plan-specific Summary Plan Description review when evaluating any single plan. Industry classification is self-reported by sponsors based on the primary economic activity of the sponsoring employer. Plans whose sponsor industry has changed across years (mergers, restructurings) carry the most-recent classification on file.

Plan Type Breakdown (Unclassified)

Plan Type Plans Participants Total Assets
401(k) 27 4,944 $58M
Profit Sharing 7 11,256 $41M
Defined Benefit (Pension) 2 239 $14M
Money Purchase 2 25 $5M
Other 1 2 $27K

Largest Unclassified Plans by Assets

Top 30 Unclassified retirement plans ranked by 2024 end-of-year total assets.

# Plan Sponsor State Type Participants Assets
1 Ohio Laborers Annuity Fund Board of Trustees of the Ohio Laborers Annuity Fund OH Profit Sharing 11,222 $36M
2 Fox Rent a Car, Inc. 401(k) Plan Fox Rent a Car, Inc. CA 401(k) 908 $9M
3 Overture Promotions Inc. 401(k) Plan Overture Promotions Inc. IL 401(k) 226 $9M
4 Pension Fund for the Employees of Ufw of America Related Organizations Pension Fund for the Employees of Ufw of TN Defined Benefit (Pension) 18 $8M
5 Smiley Lifting Solutions, LLC Smiley Lifting Solutions LLC AZ 401(k) 154 $7M
6 Stockhausen Superabsorber LLC 401(k) Plan Stockhausen Superabsorber, LLC NC 401(k) 256 $7M
7 Vertex Energy Cash Balance Plan Vertex Energy, Inc. TX Defined Benefit (Pension) 221 $6M
8 Pigment Inc. 401(k) Plan Pigment Inc. NY 401(k) 62 $4M
9 Safe-Harbor 401(k) Profit Sharing Plan for Employees of Spanish American Civic Association for Equality, Inc. Spanish American Civic Associa PA 401(k) 128 $4M
10 403(b) Thrift Plan for Employees of Sparc Philadelphia Sparc Philadelphia PA 401(k) 338 $2M
11 Childrens Urology Group Money Purchase Plan Children's Urology Group Pl FL Money Purchase 24 $2M
12 403(b) Thrift Plan for Employees of Jewish Home of Eastern Pennsylvania Jewish Home of Eastern Pennsyl PA 401(k) 187 $2M
13 Ernie Z. Park, Inc. Money Purchase Pension Plan Ernie Z. Park Inc CA Money Purchase 1 $2M
14 P H & C LLC 401(k) Plan P H & C LLC PA 401(k) 10 $2M
15 2gr Equity Trust 2gr Equity Trust TX 401(k) 4 $2M
16 Aramcor, Inc. Profit Sharing Aramcor, Inc. TX 401(k) 645 $2M
17 Augustine Chiro Profit Sharing Plan Augustine Chiropractic Offices FL Profit Sharing 6 $1M
18 National Dance Institute - Nm 401(k) Plan National Dance Institute New Mexico NM 401(k) 101 $1M
19 Cutterboy, Inc. Profit Sharing Plan CUTTERBOY,INC. CA Profit Sharing 1 $1M
20 Mark S. Finkelstein, Dpm Vip Profit Sharing Plan Mark S. Finkelstein, Dpm NY Profit Sharing 1 $1M
21 401(k) Profit Sharing Plan for Employees of Alston Wilkes Society Alston Wilkes Society SC 401(k) 105 $1M
22 Tasty King, LLC Retirement Plan Tasty King, LLC TX 401(k) 670 $886K
23 Retire4one Dcg Group Plan Fiduciary Wise LLC AZ 401(k) 8 $710K
24 Jonathan Isopo Single K Jonathan Isopo Single K NY Profit Sharing 1 $689K
25 Bennett Community Consulting 401(k) Plan Bennett Community Consulting LLC MN 401(k) 1 $670K
26 Net2source 401(k) Plan Net2source Inc. NJ 401(k) 360 $525K
27 Harrison Street Management 401(k) Plan Harrison Street Management 401(k) Plan CO 401(k) 3 $513K
28 Childrens Urology Group Profit Sharing Plan Children's Urology Group Pl FL Profit Sharing 24 $418K
29 Keyline Creative LLC 401(k) Psp Keyline Creative LLC OH 401(k) 2 $399K
30 Giovanni Garretto 401(k) Plan Giovanni Garretto WI 401(k) 1 $375K

Nationwide industries with similar retirement plan scale

Two DOL Form 5500-derived peer sets for Unclassified: nearest tracked industries by plan filing count (39 plans here) and nearest by aggregate plan assets ($117M here). Rows stay link-disjoint so each axis is a distinct neighborhood.

Similar plan count

Nearest other industries by reported employer plan filings.

Similar total assets

Nearest other industries by aggregate end-of-year plan assets (plan-count peers above are excluded).

Questions about Unclassified plans

How many retirement plans are in the Unclassified industry?
Unclassified sponsors 39 ERISA-covered retirement plans according to 2024 Form 5500 filings, including 27 401(k) plans (69.2% of plans in the industry). Total assets across all plans in the industry sum to $117M, covering 16,466 participants.
What's the average plan size in the Unclassified industry?
The average Unclassified retirement plan holds $3M in assets and covers 422 participants. This is an arithmetic mean across all 39 plans in the industry, actual plan sizes vary widely, with a small number of very large plans pulling the average up. See the table above for the largest plans by assets.
Where does this industry data come from?
Industry classification comes from each plan sponsor's Form 5500 filing with the U.S. Department of Labor's Employee Benefits Security Administration (EBSA). Sponsors self-classify into one of approximately 20 industry categories based on the primary economic activity of the sponsoring employer. The category labels follow the DOL plan-sponsor industry taxonomy.
What plan types are most common in the Unclassified industry?
In Unclassified, the most common plan type by total assets is 401(k) (27 plans, $58M in assets). Other common types include: Profit Sharing (7), Defined Benefit (Pension) (2), Money Purchase (2).

See also these PlainRetire explainers for interpreting Form 5500 industry totals and comparing plans.

Explore from Unclassified

What to do with Unclassified plan data

39 plans across the Unclassified sector offer a baseline for benchmarking your own plan.

Industry classification is self-reported by plan sponsors on Form 5500. Plans may span multiple sectors.

Source: U.S. Department of Labor EBSA Form 5500 public-disclosure dataset, 2024 plan year. Industry classification self-reported by sponsors.

Reference: IRS Publication 560, Retirement Plans for Small Business.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-08-25.