Other · DOL Form 5500 · 2022

Union County Community Foundation Retirement Plan

Data updated 2026-08-25

$72K
Total assets Small plan by assets
2
Participants Small participant base
5th
Percentile by assets National rank
$36,250
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Union County Community Foundation 403(b) Plan · Sponsored by Union County Community Foundation · Arkansas · Other Services

$72K in assets, 2 participants

Union County Community Foundation's Union County Community Foundation 403(b) Plan reported $72K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 5th 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.

  • #866 in Other Services (8,398 peers)

Union County Community Foundation multi-year trail

Union County Community Foundation's plans moved +48.6% in assets from 2022 to 2024; this filing shows Union County Community Foundation 403(b) Plan at $72K / 2 participants.

#866
in Other Services (8,398 peers)
+1.3%
assets growth YoY

Union County Community Foundation 403(b) Plan among the smaller filed plans by assets

Union County Community Foundation 403(b) Plan vs every filed plan by assets

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

$72,499 5th percentile higher than 5% 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 County Community Foundation 403(b) Plan 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 County Community Foundation 403(b) Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 311500805 · Union County Community Foundation PY 2022 · Other

Union County Community Foundation 403(b) Plan · $72K · 2 · 5th

  • EOY $72K
  • 5500 2
  • ASSETS 5th
  • PCT Other
  • EIN near Lucky View Enterprises 401(k) Profit Sharing
  • RANK ind #866

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 Other Services retirement plans → · Plans in Arkansas →

Union County Community Foundation 403(b) Plan in the asset neighbourhood

Union County Community Foundation 403(b) PlanUnion County Community Found…$72KLucky View Enterprises 401(k) Profit SharingLucky View Enterprises 401(k…$70KCablz, Inc. 401(k) Plan$70KSt. Luke's Lutheran Care Center Retirement PlanSt. Luke's Lutheran Care Cen…$70KDavid Heller Keogh$68K
End-of-year total assets ($M) among Union County Community Foundation 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Union County Community Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Union County Community Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$108K 48.58687706037325% vs 2022
2024 filing year
$0.06M$0.08M$0.1M$0.12M 202220232024 $0.07M $0.11M ▲ +57.1%
Year Plans Participants Total Assets
2022 1 2 $72K
2023 1 2 $90K
2024 1 2 $108K

Union County Community Foundation filing trail (2022)

Total Assets (Beginning of Year)$72K
Net Assets (End of Year)$72K
Net Income$961
Employer EIN311500805
Plan Effective Date2008-09-24
Filing StatusFILING RECEIVED

Nearby Other Plans in Arkansas

Peer Other plans, same state, same plan type, ranked by total assets.

Union County Community Foundation 403(b) Plan vs. nearby Other plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400 Total assets ($M) Participants Union County Community Foundation 403(b) Plan, Total assets ($M): 0.072499 · Participants: 2Union County Community Foundation 403(b) PlanArkansas Children's Retirement Plan, Total assets ($M): 335.749717 · Participants: 4382Arkansas Children's Retirement PlanBaptist Health 403(b) Plan, Total assets ($M): 308.151495 · Participants: 10693Baptist Health 403(b) PlanHarding University Defined Contribution Retirement Plan, Total assets ($M): 170.724984 · Participants: 700Harding University Defined Contribution Retirement PlanHendrix College Defined Contribution Retirement Plan, Total assets ($M): 84.580098 · Participants: 478Hendrix College Defined Contribution Retirement PlanWinrock International Institute for Agricultural Development Defined Contribution Plan, Total assets ($M): 74.415749 · Participants: 210Winrock International Institute for Agricultural Development Defined Contribution Plan
Union County Community Foundation 403(b) Plan vs. nearby Other plans in Arkansas, assets vs. participants
Compare Union County Community Foundation 403(b) Plan side-by-side with 3 peers →

Union County Community Foundation 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Arkansas, the nearest Other by assets is Lucky View Enterprises 401(k) Profit Sharing in MI ($70K); by covered participants it is Clausman & Associates Profit Sharing Plan in IN (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($72K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 County Community Foundation 403(b) Plan assets move in 2022? ▼
Union County Community Foundation 403(b) Plan edged up modestly - up 1.3% during 2022, from $72K to $72K. Reported net income was $961.
How have Union County Community Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union County Community Foundation's sponsor-wide assets grew 48.6%, from $72K to $108K.
Where does Union County Community Foundation 403(b) Plan rank by assets among Form 5500 filers? ▼
Union County Community Foundation 403(b) Plan ranks in the 5th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Union County Community Foundation 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Lucky View Enterprises 401(k) Profit Sharing in MI ($70K, 1 participant).
Which Other plans cover a similar participant headcount to Union County Community Foundation 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Clausman & Associates Profit Sharing Plan in IN (2 participants, $2M 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 311500805.

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.