401(k) · DOL Form 5500 · 2022
Unique Insurance Managers 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 245
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $25,541
- Avg per participant Low balance/head
Official DOL plan name: Unique Insurance Managers Retirement Plan · Sponsored by Unique Insurance Managers · Illinois · Finance & Insurance
$6M in assets, 245 participants
Unique Insurance Managers's Unique Insurance Managers Retirement Plan reported $6M in total assets and 245 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.
- #3,605 in Finance & Insurance (9,261 peers)
Coverage in Illinois
Unique Insurance Managers Retirement Plan covers 245 participants in Illinois, about 31% of the average Illinois filer (state average ~779 per filing). Assets: $6M.
- #3,605
- in Finance & Insurance (9,261 peers)
- -9.4%
- assets change YoY
The plan reported a net loss of $650K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Unique Insurance Managers Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Unique Insurance Managers Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,257,443 Top 45% higher than 55% 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
Unique Insurance Managers Retirement 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. Unique Insurance Managers Retirement Plan sits mid-pack in the medium band (245 participants).
Form 5500 schedule snapshot
Filing strip 814712154 · Unique Insurance Managers PY 2022 · 401(k)
Unique Insurance Managers Retirement Plan · $6M · 245 · 55th
- NET $6M
- BOOK 245
- VS-ST 55th
- BOY 401(k)
- SCH near Dolan Auto Group 401(k) Profit Sharing Plan
- EBSA ind #3605
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 Illinois →
Unique Insurance Managers Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$650K |
| Employer EIN | 814712154 |
| Plan Effective Date | 2004-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Unique Insurance Managers)
Sponsor-wide plan assets over time
All Unique Insurance Managers plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 41.637231054282076% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 245 | $6M |
| 2023 | 1 | 244 | $8M |
| 2024 | 1 | 234 | $9M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Unique Insurance Managers Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Dolan Auto Group 401(k) Profit Sharing Plan in NV ($6M); by covered participants it is Moyer & Son, Inc. 401(k) Plan in PA (245 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (245 participants); asset peers above are excluded.
- Moyer & Son, Inc. 401(k) Plan (PA) 245 · 0 off
- D. L. George & Sons 401(k) Plan (PA) 245 · 0 off
- First Community Bank 401(k) Plan (SC) 245 · 0 off
- Evergreen Healthcare Partners, Inc. 401(k) Plan (WI) 245 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.