401(k) · DOL Form 5500 · 2022

Unruh, Turner, Burke & Frees 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
36
Participants Small participant base
62nd
Percentile by assets National rank
$244,605
Avg per participant Above avg balance/head
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Official DOL plan name: Unruh, Turner, Burke & Frees 401(k) Ps Plan · Sponsored by Unruh, Turner, Burke & Frees · Pennsylvania · Professional & Technical Services

$9M in assets, 36 participants

Unruh, Turner, Burke & Frees's Unruh, Turner, Burke & Frees 401(k) Ps Plan reported $9M in total assets and 36 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #13,102 in Professional & Technical Services (21,562 peers)

Unruh, Turner, Burke & Frees multi-year trail

Unruh, Turner, Burke & Frees's plans moved +32.0% in assets from 2022 to 2024; this filing shows Unruh, Turner, Burke & Frees 401(k) Ps Plan at $9M / 36 participants.

#13,102
in Professional & Technical Services (21,562 peers)
-20.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Unruh, Turner, Burke & Frees 401(k) Ps Plan's mid-pack asset rank among Professional & Technical Services and all filers

Unruh, Turner, Burke & Frees 401(k) Ps Plan vs every filed plan by assets

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

$8,805,790 Top 38% higher than 62% 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

Unruh, Turner, Burke & Frees 401(k) Ps Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unruh, Turner, Burke & Frees 401(k) Ps Plan is a small filing (36 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 232599312 · Unruh, Turner, Burke & Frees PY 2022 · 401(k)

Unruh, Turner, Burke & Frees 401(k) Ps Plan · $9M · 36 · 62nd

  • BOY $9M
  • BOY 36
  • BOY 62nd
  • BOY 401(k)
  • BOY near United Midwest Savings Bank 401(k) Plan
  • BOY ind #13102

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Unruh, Turner, Burke & Frees 401(k) Ps Plan in the asset neighbourhood

Unruh, Turner, Burke & Frees 401(k) Ps PlanUnruh, Turner, Burke & Frees…$9MUnited Midwest Savings Bank 401(k) PlanUnited Midwest Savings Bank …$9MPete and Gerry's Organics, LLC 401(k) PlanPete and Gerry's Organics, L…$9MX Technologies, Inc. 401(k) PlanX Technologies, Inc. 401(k) …$9MLippolis Electric, Inc. 401(k) PlanLippolis Electric, Inc. 401(…$9M
End-of-year total assets ($M) among Unruh, Turner, Burke & Frees 401(k) Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Unruh, Turner, Burke & Frees multi-year asset trail

Sponsor-wide plan assets over time

All Unruh, Turner, Burke & Frees plans reported in each filing year

Latest sponsor-wide plan assets
$12M 31.98799880533149% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.81M $11.6M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 36 $9M
2023 1 38 $10M
2024 1 39 $12M

Unruh, Turner, Burke & Frees filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN232599312
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Unruh, Turner, Burke & Frees 401(k) Ps Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Unruh, Turner, Burke & Frees 401(k) Ps Plan, Total assets ($B): 0.00880579 · Participants: 36Unruh, Turner, Burke & Frees 401(k) Ps PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Unruh, Turner, Burke & Frees 401(k) Ps Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Unruh, Turner, Burke & Frees 401(k) Ps Plan side-by-side with 3 peers →

Unruh, Turner, Burke & Frees 401(k) Ps Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is United Midwest Savings Bank 401(k) Plan in OH ($9M); by covered participants it is Zimmm, Inc. 401(k) Plan in TN (36 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Unruh, Turner, Burke & Frees 401(k) Ps Plan assets move in 2022? ▼
Unruh, Turner, Burke & Frees 401(k) Ps Plan declined sharply - down 20.5% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Unruh, Turner, Burke & Frees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unruh, Turner, Burke & Frees's sponsor-wide assets grew 32.0%, from $9M to $12M.
Which 401(k) plans are similar in size to Unruh, Turner, Burke & Frees 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Midwest Savings Bank 401(k) Plan in OH ($9M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Unruh, Turner, Burke & Frees 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Zimmm, Inc. 401(k) Plan in TN (36 participants, $417K 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 232599312.

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.