ESOP · DOL Form 5500 · 2022

Unison Solutions, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
45
Participants Small participant base
60th
Percentile by assets National rank
$174,897
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Unison Solutions, Inc. Employee Stock Ownership Plan · Sponsored by Unison Solutions, Inc. · Iowa · Professional & Technical Services

$8M in assets, 45 participants

Unison Solutions, Inc.'s Unison Solutions, Inc. Employee Stock Ownership Plan reported $8M in total assets and 45 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #12,530 in Professional & Technical Services (21,562 peers)

Unison Solutions, Inc. multi-year trail

Unison Solutions, Inc.'s plans moved +137.6% in assets from 2022 to 2024; this filing shows Unison Solutions, Inc. Employee Stock Ownership Plan at $8M / 45 participants.

#12,530
in Professional & Technical Services (21,562 peers)
+23.9%
assets growth YoY

Unison Solutions, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Unison Solutions, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,870,353 Top 40% higher than 60% 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

Unison Solutions, Inc. Employee Stock Ownership 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. Unison Solutions, Inc. Employee Stock Ownership Plan is a small filing (45 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 352196075 · Unison Solutions, Inc. PY 2022 · ESOP

Unison Solutions, Inc. Employee Stock Ownership Plan · $8M · 45 · 60th

  • SCH $8M
  • EBSA 45
  • PART 60th
  • TYPE ESOP
  • NET near Contegra Employee Stock Ownership Plan
  • BOOK ind #12530

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 What is an ESOP? → · Plans in Iowa →

Unison Solutions, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Daco Precision-Tool Employee Stock Ownership PlanDaco Precision-Tool Employee…$8MUnison Solutions, Inc. Employee Stock Ownership PlanUnison Solutions, Inc. Emplo…$8MContegra Employee Stock Ownership PlanContegra Employee Stock Owne…$8MDubois & King Employee Stock Ownership PlanDubois & King Employee Stock…$8MDmb Corporation, Inc. ESOP$8M
End-of-year total assets ($M) among Unison Solutions, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Unison Solutions, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Unison Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 137.60058792788584% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.87M $18.7M ▲ +137.6%
Year Plans Participants Total Assets
2022 1 45 $8M
2023 1 43 $12M
2024 1 49 $19M

Unison Solutions, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)-$13M
Net Income$2M
Employer EIN352196075
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

Unison Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600800 Total assets ($M) Participants Unison Solutions, Inc. Employee Stock Ownership Plan, Total assets ($M): 7.870353 · Participants: 45Unison Solutions, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 685.782673 · Participants: 781Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 437.278096 · Participants: 774Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 402.726302 · Participants: 645Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 382.93662 · Participants: 643Ita Group Holdings, Inc. Employees' Stock Ownership PlanAnnett Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 362.257753 · Participants: 2582Annett Holdings, Inc. Employee Stock Ownership Plan & Trust
Unison Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants

Unison Solutions, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Contegra Employee Stock Ownership Plan in IL ($8M); by covered participants it is Richards Agency, Inc. Employee Stock Ownership Plan in WI (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Unison Solutions, Inc. Employee Stock Ownership Plan assets move in 2022?
Unison Solutions, Inc. Employee Stock Ownership Plan grew sharply - up 23.9% during 2022, from $6M to $8M. Reported net income was $2M.
How have Unison Solutions, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Unison Solutions, Inc.'s sponsor-wide assets grew 137.6%, from $8M to $19M.
Which ESOP plans are similar in size to Unison Solutions, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Contegra Employee Stock Ownership Plan in IL ($8M, 52 participants).
Which ESOP plans cover a similar participant headcount to Unison Solutions, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Richards Agency, Inc. Employee Stock Ownership Plan in WI (45 participants, $3M in assets).