ESOP · DOL Form 5500 · 2022

Unity Holdings, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
75
Participants Small participant base
40th
Percentile by assets National rank
$39,647
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Unity Holdings, Inc. ESOP · Sponsored by Unity Holdings, Inc. · North Dakota · Management of Enterprises

$3M in assets, 75 participants

Unity Holdings, Inc.'s Unity Holdings, Inc. ESOP reported $3M in total assets and 75 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #285 in Management of Enterprises (1,193 peers)

Unity Holdings, Inc. multi-year trail

Unity Holdings, Inc.'s plans moved +101.1% in assets from 2022 to 2024; this filing shows Unity Holdings, Inc. ESOP at $3M / 75 participants.

#285
in Management of Enterprises (1,193 peers)
-25.5%
assets change YoY

The plan reported a net loss of $935K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Unity Holdings, Inc. ESOP's mid-pack asset rank among Management of Enterprises and all filers

Unity Holdings, Inc. ESOP vs every filed plan by assets

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

$2,973,528 40th percentile higher than 40% 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

Unity Holdings, Inc. ESOP among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unity Holdings, Inc. ESOP is a small filing (75 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 464188604 · Unity Holdings, Inc. PY 2022 · ESOP

Unity Holdings, Inc. ESOP · $3M · 75 · 40th

  • 5500 $3M
  • ASSETS 75
  • PCT 40th
  • EIN ESOP
  • RANK near Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan
  • PHOTO ind #285

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 What is an ESOP? → · Plans in North Dakota →

Unity Holdings, Inc. ESOP in the asset neighbourhood

First Sentinel Bank Employee Stock Ownership PlanFirst Sentinel Bank Employee…$3MUnity Holdings, Inc. ESOP$3MMaui Divers of Hawaii, Ltd. Employee Stock Ownership PlanMaui Divers of Hawaii, Ltd. …$3MIllinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust IIIllinois Oil Marketing Equip…$3MBlackwood of DC Employee Stock Ownership PlanBlackwood of DC Employee Sto…$3M
End-of-year total assets ($M) among Unity Holdings, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Unity Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Unity Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 101.1067661041026% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.97M $5.98M ▲ +101.3%
Year Plans Participants Total Assets
2022 1 75 $3M
2023 1 64 $7M
2024 1 N/A $6M

Unity Holdings, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income-$935K
Employer EIN464188604
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Dakota

Peer ESOP plans, same state, same plan type, ranked by total assets.

Unity Holdings, Inc. ESOP vs. nearby ESOP plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.5 Total assets ($B) Participants Unity Holdings, Inc. ESOP, Total assets ($B): 0.002973528 · Participants: 75Unity Holdings, Inc. ESOPBorder States Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.106185018 · Participants: 2781Border States Industries, Inc. Employee Stock Ownership PlanScheels Employee Stock Ownership Plan, Total assets ($B): 0.761655102 · Participants: 3187Scheels Employee Stock Ownership PlanDakota Supply Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.234297255 · Participants: 616Dakota Supply Group, Inc. Employee Stock Ownership PlanUlteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.137364473 · Participants: 778Ulteig, Inc. Employee Stock Ownership PlanUlteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.137364473 · Participants: 778Ulteig, Inc. Employee Stock Ownership Plan
Unity Holdings, Inc. ESOP vs. nearby ESOP plans in North Dakota, assets vs. participants
Compare Unity Holdings, Inc. ESOP side-by-side with 3 peers →

Unity Holdings, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside North Dakota, the nearest ESOP by assets is Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan in HI ($3M); by covered participants it is D. C. Elevator, Inc. Employee Stock Ownership Plan in KY (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Unity Holdings, Inc. ESOP assets move in 2022? ▼
Unity Holdings, Inc. ESOP declined sharply - down 25.5% during 2022, from $4M to $3M. Reported net income was -$935K.
How have Unity Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unity Holdings, Inc.'s sponsor-wide assets grew 101.1%, from $3M to $6M.
Which ESOP plans are similar in size to Unity Holdings, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Maui Divers of Hawaii, Ltd. Employee Stock Ownership Plan in HI ($3M, 214 participants).
Which ESOP plans cover a similar participant headcount to Unity Holdings, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is D. C. Elevator, Inc. Employee Stock Ownership Plan in KY (75 participants, $5M 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 464188604.

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.