401(k) · DOL Form 5500 · 2022
Union Heritage Capital LLC 401(k) Plan
Data updated 2026-08-25
- $899
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 0th
- Percentile by assets National rank
- $300
- Avg per participant Low balance/head
Official DOL plan name: Union Heritage Capital LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Union Heritage Capital LLC · Michigan · Administrative & Support Services
$899 in assets, 3 participants
Union Heritage Capital LLC's Union Heritage Capital LLC 401(k) Profit Sharing Plan & Trust reported $899 in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 0th 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.
- #41 in Administrative & Support Services (4,927 peers)
Union Heritage Capital LLC multi-year trail
Union Heritage Capital LLC's plans moved -45.4% in assets from 2022 to 2024; this filing shows Union Heritage Capital LLC 401(k) Profit Sharing Plan & Trust at $899 / 3 participants.
- #41
- in Administrative & Support Services (4,927 peers)
- -96.7%
- assets change YoY
The plan reported a net loss of $26K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Union Heritage Capital LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Union Heritage Capital LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$899 0th percentile higher than 0% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Union Heritage Capital LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union Heritage Capital LLC 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.
Published 5500 schedule card
Filing strip 851283046 · Union Heritage Capital LLC PY 2022 · 401(k)
Union Heritage Capital LLC 401(k) Profit Sharing Plan & Trust · $899 · 3 · 0th
- IND $899
- IND 3
- IND 0th
- IND 401(k)
- IND near Motory Services Inc. 401(k) Plan
- IND ind #41
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 Administrative & Support Services retirement plans → · Plans in Michigan →
Union Heritage Capital LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Union Heritage Capital LLC multi-year asset trail
Sponsor-wide plan assets over time
All Union Heritage Capital LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $491 45.383759733036705% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $899 |
| 2023 | 1 | 1 | $477 |
| 2024 | 1 | 4 | $491 |
Union Heritage Capital LLC filing trail (2022)
| Total Assets (Beginning of Year) | $27K |
|---|---|
| Net Assets (End of Year) | $899 |
| Net Income | -$26K |
| Employer EIN | 851283046 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $18.1B · 43,382
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $13.8B · 32,974
- The Dow Chemical Company Employees' Savings Plan $9.3B · 16,930
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $7.5B · 40,458
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $6.4B · 57,811
Union Heritage Capital LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Motory Services Inc. 401(k) Plan in GA ($900); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($899 here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.