401(k) · DOL Form 5500 · 2022

Union Special LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
94
Participants Small participant base
67th
Percentile by assets National rank
$116,299
Avg per participant Below avg balance/head
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Official DOL plan name: Union Special Retirement, Savings and Profit Sharing Plan · Sponsored by Union Special LLC · Illinois · Manufacturing

$11M in assets, 94 participants

Union Special LLC's Union Special Retirement, Savings and Profit Sharing Plan reported $11M in total assets and 94 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #11,203 in Manufacturing (20,602 peers)

2022 asset change

Union Special Retirement, Savings and Profit Sharing Plan declined sharply 26.1% in 2022 ($15M → $11M) for 94 participants.

#11,203
in Manufacturing (20,602 peers)
-26.1%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Union Special Retirement, Savings and Profit Sharing Plan's outsized position by total assets

Union Special Retirement, Savings and Profit Sharing Plan vs every filed plan by assets

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

$10,932,091 Top 33% higher than 67% 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 Special Retirement, Savings and Profit Sharing 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. Union Special Retirement, Savings and Profit Sharing Plan is a small filing (94 participants) on this national headcount ladder.

DOL schedule card

Filing strip 262167565 · Union Special LLC PY 2022 · 401(k)

Union Special Retirement, Savings and Profit Sharing Plan · $11M · 94 · 67th

  • RANK $11M
  • RANK 94
  • RANK 67th
  • RANK 401(k)
  • RANK near Force Flow 401(k) Profit Sharing Plan
  • RANK ind #11203

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 Manufacturing retirement plans → · Plans in Illinois →

Union Special Retirement, Savings and Profit Sharing Plan in the asset neighbourhood

Union Special Retirement, Savings and Profit Sharing PlanUnion Special Retirement, Sa…$11MForce Flow 401(k) Profit Sharing PlanForce Flow 401(k) Profit Sha…$11MAustin Telco Federal Credit Union 401(k) PlanAustin Telco Federal Credit …$11MWhitesell Group 401(k) Plan$11MRoi Communication, Inc. 401(k) Retirement PlanRoi Communication, Inc. 401(…$11M
End-of-year total assets ($M) among Union Special Retirement, Savings and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Union Special LLC years around the 2022 move

Sponsor-wide plan assets over time

All Union Special LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 1.439678831798967% vs 2022
2023 filing year
$10.9M$11M$11M$11.1M$11.1M$11.2M 20222023 $10.9M $11.1M ▲ +1.5%
Year Plans Participants Total Assets
2022 1 94 $11M
2023 1 87 $11M

2022 asset-move particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$11M
Net Income-$4M
Employer EIN262167565
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Union Special Retirement, Savings and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Union Special Retirement, Savings and Profit Sharing Plan, Total assets ($B): 0.010932091 · Participants: 94Union Special Retirement, Savings and Profit Sharing PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Union Special Retirement, Savings and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Union Special Retirement, Savings and Profit Sharing Plan side-by-side with 3 peers →

Union Special Retirement, Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Force Flow 401(k) Profit Sharing Plan in CA ($11M); by covered participants it is Coforge Bpm, Inc. 401(k) Plan in ID (94 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Special Retirement, Savings and Profit Sharing Plan assets move in 2022? ▼
Union Special Retirement, Savings and Profit Sharing Plan declined sharply - down 26.1% during 2022, from $15M to $11M. Reported net income was -$4M.
How have Union Special LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Union Special LLC's sponsor-wide assets grew 1.4%, from $11M to $11M.
Which 401(k) plans are similar in size to Union Special Retirement, Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Force Flow 401(k) Profit Sharing Plan in CA ($11M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Union Special Retirement, Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coforge Bpm, Inc. 401(k) Plan in ID (94 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 262167565.

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.