401(k) · DOL Form 5500 · 2022

Union Bank 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
201
Participants Below avg headcount
80th
Percentile by assets National rank
$123,265
Avg per participant Near avg balance/head
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Official DOL plan name: Union Bank 401(k) Plan · Sponsored by Union Bank · Vermont · Finance & Insurance

$25M in assets, 201 participants

Union Bank's Union Bank 401(k) Plan reported $25M in total assets and 201 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,344 in Finance & Insurance (9,261 peers)

Where Union Bank 401(k) Plan sits by assets

Union Bank 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 201 participants (~$123,265/participant), down 16.4% in 2022.

#6,344
in Finance & Insurance (9,261 peers)
-16.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Union Bank 401(k) Plan's outsized position by total assets

Union Bank 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$24,776,184 Top 20% higher than 80% of 139,123 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 2022

Union Bank 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union Bank 401(k) Plan sits mid-pack in the medium band (201 participants).

Plan-year Form 5500 strip

Filing strip 030286322 · Union Bank PY 2022 · 401(k)

Union Bank 401(k) Plan · $25M · 201 · 80th

  • BOOK $25M
  • BOOK 201
  • BOOK 80th
  • BOOK 401(k)
  • BOOK near Q-Centrix LLC 401(k) Profit Sharing Plan and Trust
  • BOOK ind #6344

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 Vermont →

Union Bank 401(k) Plan in the asset neighbourhood

Union Bank 401(k) Plan$25MQ-Centrix LLC 401(k) Profit Sharing Plan and TrustQ-Centrix LLC 401(k) Profit …$25MMckinley Management, Inc. 401(k) Savings PlanMckinley Management, Inc. 40…$25MFirstbank Southwest 401(k) & Profit Sharing PlanFirstbank Southwest 401(k) &…$25MCobb Mechanical Contractors, Inc. 401 (K) & Profit Sharing PlanCobb Mechanical Contractors,…$25M
End-of-year total assets ($M) among Union Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$25M
Net Income-$5M
Employer EIN030286322
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Bank)

Sponsor-wide plan assets over time

All Union Bank plans reported in each filing year

Latest sponsor-wide plan assets
$32M 29.437923128113674% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.8M $32.1M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 201 $25M
2023 1 196 $29M
2024 1 197 $32M

Nearby 401(k) Plans in Vermont

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Union Bank 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Union Bank 401(k) Plan, Total assets ($B): 0.024776184 · Participants: 201Union Bank 401(k) PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.648944074 · Participants: 8856The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.259900906 · Participants: 1153National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.196446196 · Participants: 512Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.131415774 · Participants: 515Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.114229826 · Participants: 380Incentive Retirement Plan for Employees of PC Construction Company
Union Bank 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Union Bank 401(k) Plan side-by-side with 3 peers →

Union Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Q-Centrix LLC 401(k) Profit Sharing Plan and Trust in IL ($25M); by covered participants it is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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.

Frequently Asked Questions

How did Union Bank 401(k) Plan assets move in 2022? ▼
Union Bank 401(k) Plan declined sharply - down 16.4% during 2022, from $30M to $25M. Reported net income was -$5M.
How have Union Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Bank's sponsor-wide assets grew 29.4%, from $25M to $32M.
Where does Union Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Union Bank 401(k) Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Union Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Q-Centrix LLC 401(k) Profit Sharing Plan and Trust in IL ($25M, 1,122 participants).
Which 401(k) plans cover a similar participant headcount to Union Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 participants, N/A in assets).

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 030286322.

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.