401(k) · DOL Form 5500 · 2022

Unger Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
123
Participants Small participant base
67th
Percentile by assets National rank
$89,322
Avg per participant Below avg balance/head
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Official DOL plan name: Unger 401(k) & Profit Sharing Plan · Sponsored by Unger Enterprises, LLC · Connecticut · Manufacturing

$11M in assets, 123 participants

Unger Enterprises, LLC's Unger 401(k) & Profit Sharing Plan reported $11M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #11,230 in Manufacturing (20,602 peers)

Coverage in Connecticut

Unger 401(k) & Profit Sharing Plan covers 123 participants in Connecticut, about 17% of the average Connecticut filer (state average ~718 per filing). Assets: $11M.

#11,230
in Manufacturing (20,602 peers)
-18.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Unger 401(k) & Profit Sharing Plan's outsized position by total assets

Unger 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$10,986,550 Top 33% higher than 67% 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

Unger 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. Unger 401(k) & Profit Sharing Plan sits mid-pack in the medium band (123 participants).

Plan-year Form 5500 strip

Filing strip 132805187 · Unger Enterprises, LLC PY 2022 · 401(k)

Unger 401(k) & Profit Sharing Plan · $11M · 123 · 67th

  • SCH $11M
  • EBSA 123
  • PART 67th
  • TYPE 401(k)
  • NET near Coulter Affiliates 401(k) Plan
  • BOOK ind #11230

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 Connecticut →

Unger 401(k) & Profit Sharing Plan in the asset neighbourhood

Unger 401(k) & Profit Sharing PlanUnger 401(k) & Profit Sharin…$11MCoulter Affiliates 401(k) PlanCoulter Affiliates 401(k) Pl…$11MCoast Counties Truck & Equipment Profit Sharing 401(k) PlanCoast Counties Truck & Equip…$11MBryan Construction, Inc. 401(k) Profit Sharing PlanBryan Construction, Inc. 401…$11MNew England Air Systems, LLC 401(k) Savings PlanNew England Air Systems, LLC…$11M
End-of-year total assets ($M) among Unger 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN132805187
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unger Enterprises, LLC)

Sponsor-wide plan assets over time

All Unger Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 17.51608102634585% vs 2022
2023 filing year
$10M$11M$12M$13M$14M 20222023 $11M $12.9M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 123 $11M
2023 1 138 $13M

Nearby 401(k) Plans in Connecticut

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

Unger 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Unger 401(k) & Profit Sharing Plan, Total assets ($B): 0.01098655 · Participants: 123Unger 401(k) & Profit Sharing PlanUnited 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
Unger 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Unger 401(k) & Profit Sharing Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Coulter Affiliates 401(k) Plan in AZ ($11M); by covered participants it is Employment Background Investigations, Inc. 401(k) Plan in MD (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Unger 401(k) & Profit Sharing Plan assets move in 2022? ▼
Unger 401(k) & Profit Sharing Plan declined sharply - down 18.2% during 2022, from $13M to $11M. Reported net income was -$2M.
How have Unger Enterprises, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Unger Enterprises, LLC's sponsor-wide assets grew 17.5%, from $11M to $13M.
Which 401(k) plans are similar in size to Unger 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coulter Affiliates 401(k) Plan in AZ ($11M, 1,811 participants).
Which 401(k) plans cover a similar participant headcount to Unger 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employment Background Investigations, Inc. 401(k) Plan in MD (123 participants, N/A 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 132805187.

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.