UNA'S NONPROFIT RETIREMENT SOLUTION
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
UNITED 401(K) PLANS, INC. DBA ELEVATE401(K)
This 401(k) plan holds N/A in total assets and serves 2 participants as of 2022. It is sponsored by UNITED 401(K) PLANS, INC. DBA ELEVATE401(K) in Utah.
What the Filing Says About UNA'S NONPROFIT RETIREMENT SOLUTION
UNA'S NONPROFIT RETIREMENT SOLUTION is a 401(k) retirement plan sponsored by UNITED 401(K) PLANS, INC. DBA ELEVATE401(K), headquartered in Utah. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 2 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 205321813, and the plan has been effective since 2022-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | 401(k) |
| Employer EIN | 205321813 |
| Plan Effective Date | 2022-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (UNITED 401(K) PLANS, INC. DBA ELEVATE401(K))
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 4,824 | $68M |
| 2023 | 4 | 5,923 | $100M |
| 2024 | 4 | 8,483 | $144M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- INTERMOUNTAIN HEALTHCARE SAVINGS PLUS 401(K) PLAN $6.0B · 46,680
- DESERET 401(K) PLAN $5.5B · 24,292
- ZIONS BANCORPORATION, N.A. PAYSHELTER 401K AND EMPLOYEE STOCK OWNERSHIP PLAN $1.7B · 10,088
- SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN $1.2B · 15,411
- AUTOLIV ASP, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN $634M · 4,537
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the UNA'S NONPROFIT RETIREMENT SOLUTION? ▼
What type of plan is UNA'S NONPROFIT RETIREMENT SOLUTION? ▼
Who sponsors the UNA'S NONPROFIT RETIREMENT SOLUTION? ▼
How did UNA'S NONPROFIT RETIREMENT SOLUTION perform in 2022? ▼
Where can I find official filings for UNA'S NONPROFIT RETIREMENT SOLUTION? ▼
How does UNA'S NONPROFIT RETIREMENT SOLUTION compare to other plans? ▼
Explore PlainRetire
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 205321813.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.