401(k) · DOL Form 5500 · 2022

Unaka Company, Inc 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
803
Participants Near avg headcount
84th
Percentile by assets National rank
$40,098
Avg per participant Low balance/head
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Official DOL plan name: Unaka Company 401(k) Profit Sharing Plan · Sponsored by Unaka Company, Inc · Tennessee · Management of Enterprises

$32M in assets, 803 participants

Unaka Company, Inc's Unaka Company 401(k) Profit Sharing Plan reported $32M in total assets and 803 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #779 in Management of Enterprises (1,193 peers)

Where Unaka Company 401(k) Profit Sharing Plan sits by assets

Unaka Company 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $32M for 803 participants (~$40,098/participant), down 17.1% in 2022.

#779
in Management of Enterprises (1,193 peers)
-17.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Unaka Company 401(k) Profit Sharing Plan's outsized position by total assets

Unaka Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$32,198,715 Top 16% higher than 84% 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

Unaka Company 401(k) Profit Sharing 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. Unaka Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (803 participants).

Published 5500 schedule card

Filing strip 620506766 · Unaka Company, Inc PY 2022 · 401(k)

Unaka Company 401(k) Profit Sharing Plan · $32M · 803 · 84th

  • EBSA $32M
  • EBSA 803
  • EBSA 84th
  • EBSA 401(k)
  • EBSA near Batteries Plus, LLC 401(k) Plan
  • EBSA ind #779

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 Management of Enterprises retirement plans → · Plans in Tennessee →

Unaka Company 401(k) Profit Sharing Plan in the asset neighbourhood

Unaka Company 401(k) Profit Sharing PlanUnaka Company 401(k) Profit …$32MBatteries Plus, LLC 401(k) PlanBatteries Plus, LLC 401(k) P…$32MCompunet Inc 401(k) Retirement PlanCompunet Inc 401(k) Retireme…$32MJwf Industries 401(k) Plan$32MGelber Group 401(k) Plan$32M
End-of-year total assets ($M) among Unaka Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$32M
Net Income-$7M
Employer EIN620506766
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unaka Company, Inc)

Sponsor-wide plan assets over time

All Unaka Company, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$40M 22.73309354115529% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32.2M $39.5M ▲ +22.7%
Year Plans Participants Total Assets
2022 1 803 $32M
2023 1 807 $36M
2024 1 732 $40M

Nearby 401(k) Plans in Tennessee

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

Unaka Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Unaka Company 401(k) Profit Sharing Plan, Total assets ($B): 0.032198715 · Participants: 803Unaka Company 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Unaka Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Unaka Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Unaka Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Batteries Plus, LLC 401(k) Plan in WI ($32M); by covered participants it is Tully Group Employee Savings and Protection Plan in NY (803 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (803 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 Unaka Company 401(k) Profit Sharing Plan assets move in 2022? ▼
Unaka Company 401(k) Profit Sharing Plan declined sharply - down 17.1% during 2022, from $39M to $32M. Reported net income was -$7M.
How have Unaka Company, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unaka Company, Inc's sponsor-wide assets grew 22.7%, from $32M to $40M.
Where does Unaka Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Unaka Company 401(k) Profit Sharing Plan ranks in the 84th 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 Unaka Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Batteries Plus, LLC 401(k) Plan in WI ($32M, 925 participants).
Which 401(k) plans cover a similar participant headcount to Unaka Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tully Group Employee Savings and Protection Plan in NY (803 participants, $39M 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 620506766.

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.