401(k) · DOL Form 5500 · 2022

Ungerer & Company 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
227
Participants Below avg headcount
77th
Percentile by assets National rank
$86,034
Avg per participant Below avg balance/head
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Official DOL plan name: Ungerer & Company 401(k) Savings Plan · Sponsored by Ungerer & Company · New Jersey · Manufacturing

$20M in assets, 227 participants

Ungerer & Company's Ungerer & Company 401(k) Savings Plan reported $20M in total assets and 227 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #13,959 in Manufacturing (20,602 peers)

Coverage in New Jersey

Ungerer & Company 401(k) Savings Plan covers 227 participants in New Jersey, about 27% of the average New Jersey filer (state average ~844 per filing). Assets: $20M.

#13,959
in Manufacturing (20,602 peers)
-35.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ungerer & Company 401(k) Savings Plan's outsized position by total assets

Ungerer & Company 401(k) Savings Plan vs every filed plan by assets

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

$19,529,703 Top 23% higher than 77% 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

Ungerer & Company 401(k) Savings 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. Ungerer & Company 401(k) Savings Plan sits mid-pack in the medium band (227 participants).

Published 5500 schedule card

Filing strip 135455980 · Ungerer & Company PY 2022 · 401(k)

Ungerer & Company 401(k) Savings Plan · $20M · 227 · 77th

  • NET $20M
  • BOOK 227
  • VS-ST 77th
  • BOY 401(k)
  • SCH near Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust
  • EBSA ind #13959

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 New Jersey →

Ungerer & Company 401(k) Savings Plan in the asset neighbourhood

Flint Plumbing Defined Contribution FundFlint Plumbing Defined Contr…$20MUngerer & Company 401(k) Savings PlanUngerer & Company 401(k) Sav…$20MPedersen & Houpt, a Professional Corporation, 401(k) Plan and TrustPedersen & Houpt, a Professi…$20MFlorstar Sales, Inc. Retirement and Incentive PlanFlorstar Sales, Inc. Retirem…$20MHanson Systems LLC, Dba Eagle Technologies Group 401(k) PlanHanson Systems LLC, Dba Eagl…$20M
End-of-year total assets ($M) among Ungerer & Company 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$20M
Net Income-$11M
Employer EIN135455980
Plan Effective Date1988-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ungerer & Company)

Sponsor-wide plan assets over time

All Ungerer & Company plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$10M$20M$30M 20222023 $19.5M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 227 $20M
2023 1 185 N/A

Nearby 401(k) Plans in New Jersey

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

Ungerer & Company 401(k) Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Ungerer & Company 401(k) Savings Plan, Total assets ($B): 0.019529703 · Participants: 227Ungerer & Company 401(k) Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Ungerer & Company 401(k) Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Ungerer & Company 401(k) Savings Plan side-by-side with 3 peers →

Ungerer & Company 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust in IL ($20M); by covered participants it is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (227 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 Ungerer & Company 401(k) Savings Plan assets move in 2022? ▼
Ungerer & Company 401(k) Savings Plan contracted severely - down 35.8% during 2022, from $30M to $20M. Reported net income was -$11M.
Where does Ungerer & Company 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Ungerer & Company 401(k) Savings Plan ranks in the 77th 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 Ungerer & Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pedersen & Houpt, a Professional Corporation, 401(k) Plan and Trust in IL ($20M, 43 participants).
Which 401(k) plans cover a similar participant headcount to Ungerer & Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants, $28M 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 135455980.

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.