401(k) · DOL Form 5500 · 2022

Union Savings Bank 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
350
Participants Below avg headcount
89th
Percentile by assets National rank
$163,758
Avg per participant Above avg balance/head
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Official DOL plan name: Union Savings Bank 401(k) Profit Sharing Plan & Trust · Sponsored by Union Savings Bank · Connecticut · Finance & Insurance

$57M in assets, 350 participants

Union Savings Bank's Union Savings Bank 401(k) Profit Sharing Plan & Trust reported $57M in total assets and 350 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,638 in Finance & Insurance (9,261 peers)

Coverage in Connecticut

Union Savings Bank 401(k) Profit Sharing Plan & Trust covers 350 participants in Connecticut, about 49% of the average Connecticut filer (state average ~718 per filing). Assets: $57M.

#7,638
in Finance & Insurance (9,261 peers)
-13.3%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Union Savings Bank 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Union Savings Bank 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$57,315,235 Top 11% higher than 89% 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 Savings Bank 401(k) Profit Sharing Plan & Trust 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. Union Savings Bank 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (350 participants).

Plan-year Form 5500 strip

Filing strip 060570800 · Union Savings Bank PY 2022 · 401(k)

Union Savings Bank 401(k) Profit Sharing Plan & Trust · $57M · 350 · 89th

  • SCH $57M
  • SCH 350
  • SCH 89th
  • SCH 401(k)
  • SCH near Rite Aid Corporation 401(k)Plan for Collectively Bargained Associates
  • SCH ind #7638

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 Connecticut →

Union Savings Bank 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Union Savings Bank 401(k) Profit Sharing Plan & TrustUnion Savings Bank 401(k) Pr…$57MOci Americas Savings Plan$57MRite Aid Corporation 401(k)Plan for Collectively Bargained AssociatesRite Aid Corporation 401(k)P…$57MSavatree, LLC$57MTmf Health Quality Institute 401(k) Retirement Savings PlanTmf Health Quality Institute…$57M
End-of-year total assets ($M) among Union Savings Bank 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$57M
Net Income-$9M
Employer EIN060570800
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Savings Bank)

Sponsor-wide plan assets over time

All Union Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$191M 17.158906304260768% vs 2022
2024 filing year
$160M$170M$180M$190M$200M 202220232024 $163M $191M ▲ +17.2%
Year Plans Participants Total Assets
2022 2 680 $163M
2023 2 659 $183M
2024 2 675 $191M

Nearby 401(k) Plans in Connecticut

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

Union Savings Bank 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Union Savings Bank 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.057315235 · Participants: 350Union Savings Bank 401(k) Profit Sharing Plan & TrustUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Union Savings Bank 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Union Savings Bank 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Union Savings Bank 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Rite Aid Corporation 401(k)Plan for Collectively Bargained Associates in PA ($57M); by covered participants it is Online Labels Group Retirement Plan in FL (350 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (350 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 Savings Bank 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Union Savings Bank 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 13.3% during 2022, from $66M to $57M. Reported net income was -$9M.
How have Union Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Savings Bank's sponsor-wide assets grew 17.2%, from $163M to $191M.
Where does Union Savings Bank 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Union Savings Bank 401(k) Profit Sharing Plan & Trust ranks in the 89th 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 Union Savings Bank 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rite Aid Corporation 401(k)Plan for Collectively Bargained Associates in PA ($57M, 8,494 participants).
Which 401(k) plans cover a similar participant headcount to Union Savings Bank 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Online Labels Group Retirement Plan in FL (350 participants, $12M 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 060570800.

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.