401(k) · DOL Form 5500 · 2022
Unity Bank 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 199
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $86,421
- Avg per participant Below avg balance/head
Official DOL plan name: Unity Bank Employees Saving and Profit Sharing Plan and Trust · Sponsored by Unity Bank · New Jersey · Finance & Insurance
$17M in assets, 199 participants
Unity Bank's Unity Bank Employees Saving and Profit Sharing Plan and Trust reported $17M in total assets and 199 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- #5,604 in Finance & Insurance (9,261 peers)
Coverage in New Jersey
Unity Bank Employees Saving and Profit Sharing Plan and Trust covers 199 participants in New Jersey, about 24% of the average New Jersey filer (state average ~844 per filing). Assets: $17M.
- #5,604
- in Finance & Insurance (9,261 peers)
- -10.9%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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.
Unity Bank Employees Saving and Profit Sharing Plan and Trust's outsized position by total assets
Unity Bank Employees Saving and Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,197,701 Top 25% higher than 75% 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
Unity Bank Employees Saving and Profit Sharing Plan and Trust 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. Unity Bank Employees Saving and Profit Sharing Plan and Trust sits mid-pack in the medium band (199 participants).
DOL schedule card
Filing strip 223110915 · Unity Bank PY 2022 · 401(k)
Unity Bank Employees Saving and Profit Sharing Plan and Trust · $17M · 199 · 75th
- PCT $17M
- EIN 199
- RANK 75th
- PHOTO 401(k)
- IND near Wellthbuilder Pooled Employer Plan
- EOY ind #5604
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 New Jersey →
Unity Bank Employees Saving and Profit Sharing Plan and Trust in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$2M |
| Employer EIN | 223110915 |
| Plan Effective Date | 1995-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Unity Bank)
Sponsor-wide plan assets over time
All Unity Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 25.349120792366374% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 199 | $17M |
| 2023 | 1 | 209 | $20M |
| 2024 | 1 | 228 | $22M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Unity Bank Employees Saving and Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Wellthbuilder Pooled Employer Plan in OR ($17M); by covered participants it is Retirement 401(k) Plan in IL (199 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Wellthbuilder Pooled Employer Plan (OR) $17M · N/A
- Wellthbuilder Pooled Employer Plan (MN) $17M · N/A
- Tango 401(k) Plan (VA) $17M · 131
- Citizens Bank Salary Savings Plan (TN) $17M · 229
Similar participant headcount
Nearest other-state filings by covered participants (199 participants); asset peers above are excluded.
- Retirement 401(k) Plan (IL) 199 · 0 off
- Richardson Molding, LLC 401(k) Plan (IN) 199 · 0 off
- Waterstone Bank Ssb 401(k) Plan (WI) 199 · 0 off
- Royal Tire, Inc. Profit Sharing & 401(k) Plan (MN) 199 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.