401(k) · DOL Form 5500 · 2022

U.S. Union Tool, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
37
Participants Small participant base
42nd
Percentile by assets National rank
$85,987
Avg per participant Below avg balance/head
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Official DOL plan name: U.S. Union Tool, Inc. 401(k) Plan · Sponsored by U.S. Union Tool, Inc. · California · Manufacturing

$3M in assets, 37 participants

U.S. Union Tool, Inc.'s U.S. Union Tool, Inc. 401(k) Plan reported $3M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #5,108 in Manufacturing (20,602 peers)

U.S. Union Tool, Inc. multi-year trail

U.S. Union Tool, Inc.'s plans moved +26.3% in assets from 2022 to 2024; this filing shows U.S. Union Tool, Inc. 401(k) Plan at $3M / 37 participants.

#5,108
in Manufacturing (20,602 peers)
-21.3%
assets change YoY

The plan reported a net loss of $863K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

U.S. Union Tool, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

U.S. Union Tool, Inc. 401(k) Plan vs every filed plan by assets

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

$3,181,504 42nd percentile higher than 42% 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

U.S. Union Tool, Inc. 401(k) 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. U.S. Union Tool, Inc. 401(k) Plan is a small filing (37 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 953609890 · U.S. Union Tool, Inc. PY 2022 · 401(k)

U.S. Union Tool, Inc. 401(k) Plan · $3M · 37 · 42nd

  • TYPE $3M
  • TYPE 37
  • TYPE 42nd
  • TYPE 401(k)
  • TYPE near Snfc Cemeteries and Mortuaries 401(k) Plan
  • TYPE ind #5108

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 California →

U.S. Union Tool, Inc. 401(k) Plan in the asset neighbourhood

U.S. Union Tool, Inc. 401(k) PlanU.S. Union Tool, Inc. 401(k)…$3MSnfc Cemeteries and Mortuaries 401(k) PlanSnfc Cemeteries and Mortuari…$3MThriftbooks 401(k) Plan$3MPiercon Solutions LLC 401(k) Profit Sharing Plan & TrustPiercon Solutions LLC 401(k)…$3MWhistlepig Goamericago Beverag 401(k) Profit Sharing Plan & TrustWhistlepig Goamericago Bever…$3M
End-of-year total assets ($M) among U.S. Union Tool, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

U.S. Union Tool, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All U.S. Union Tool, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 26.324845104705197% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.18M $4.02M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 37 $3M
2023 1 34 $4M
2024 1 24 $4M

U.S. Union Tool, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$863K
Employer EIN953609890
Plan Effective Date1995-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

U.S. Union Tool, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants U.S. Union Tool, Inc. 401(k) Plan, Total assets ($B): 0.003181504 · Participants: 37U.S. Union Tool, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
U.S. Union Tool, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

U.S. Union Tool, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Snfc Cemeteries and Mortuaries 401(k) Plan in UT ($3M); by covered participants it is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants). Same-state nearby plans are listed separately above.

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 U.S. Union Tool, Inc. 401(k) Plan assets move in 2022?
U.S. Union Tool, Inc. 401(k) Plan declined sharply - down 21.3% during 2022, from $4M to $3M. Reported net income was -$863K.
How have U.S. Union Tool, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), U.S. Union Tool, Inc.'s sponsor-wide assets grew 26.3%, from $3M to $4M.
Which 401(k) plans are similar in size to U.S. Union Tool, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Snfc Cemeteries and Mortuaries 401(k) Plan in UT ($3M, 213 participants).
Which 401(k) plans cover a similar participant headcount to U.S. Union Tool, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Parham LLC Safe Harbor 401(k) Plan in TN (37 participants, $438K in assets).