401(k) · DOL Form 5500 · 2022

United Families, Inc. 401(k) Plan

Data updated 2026-08-25

$597K
Total assets Small plan by assets
117
Participants Small participant base
20th
Percentile by assets National rank
$5,102
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Tax Deferred Annuity Plan of United Families, Inc. · Sponsored by United Families, Inc. · California · Healthcare & Social Assistance

$597K in assets, 117 participants

United Families, Inc.'s Tax Deferred Annuity Plan of United Families, Inc. reported $597K in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,201 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Tax Deferred Annuity Plan of United Families, Inc. covers 117 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $597K.

#3,201
in Healthcare & Social Assistance (20,060 peers)
+10.5%
assets growth YoY

Tax Deferred Annuity Plan of United Families, Inc. among the smaller filed plans by assets

Tax Deferred Annuity Plan of United Families, Inc. vs every filed plan by assets

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

$596,882 20th percentile higher than 20% 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

Tax Deferred Annuity Plan of United Families, Inc. 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. Tax Deferred Annuity Plan of United Families, Inc. sits mid-pack in the medium band (117 participants).

Form 5500 schedule snapshot

Filing strip 330726776 · United Families, Inc. PY 2022 · 401(k)

Tax Deferred Annuity Plan of United Families, Inc. · $597K · 117 · 20th

  • PART $597K
  • TYPE 117
  • NET 20th
  • BOOK 401(k)
  • VS-ST near Stainless Steel 401(k) Profit Sharing Plan and Trust
  • BOY ind #3201

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Tax Deferred Annuity Plan of United Families, Inc. in the asset neighbourhood

Tax Deferred Annuity Plan of United Families, Inc.Tax Deferred Annuity Plan of…$597KStainless Steel 401(k) Profit Sharing Plan and TrustStainless Steel 401(k) Profi…$597KArmafi International, Inc. Retirement PlanArmafi International, Inc. R…$597KB&b Creative Marketing 401(k) PlanB&b Creative Marketing 401(k…$597KT2m3, Inc. 401(k) Plan$597K
End-of-year total assets ($M) among Tax Deferred Annuity Plan of United Families, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$540K
Net Assets (End of Year)$597K
Net Income$57K
Employer EIN330726776
Plan Effective Date1998-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Tax Deferred Annuity Plan of United Families, Inc. vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tax Deferred Annuity Plan of United Families, Inc., Total assets ($B): 0.000596882 · Participants: 117Tax Deferred Annuity Plan of United Families, Inc.Wells 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
Tax Deferred Annuity Plan of United Families, Inc. vs. nearby 401(k) plans in California, assets vs. participants
Compare Tax Deferred Annuity Plan of United Families, Inc. side-by-side with 3 peers →

Tax Deferred Annuity Plan of United Families, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Stainless Steel 401(k) Profit Sharing Plan and Trust in NC ($597K); by covered participants it is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($597K here).

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Tax Deferred Annuity Plan of United Families, Inc. assets move in 2022? ▼
Tax Deferred Annuity Plan of United Families, Inc. grew at a solid clip - up 10.5% during 2022, from $540K to $597K. Reported net income was $57K.
Where does Tax Deferred Annuity Plan of United Families, Inc. rank by assets among Form 5500 filers? ▼
Tax Deferred Annuity Plan of United Families, Inc. ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Tax Deferred Annuity Plan of United Families, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Stainless Steel 401(k) Profit Sharing Plan and Trust in NC ($597K, 143 participants).
Which 401(k) plans cover a similar participant headcount to Tax Deferred Annuity Plan of United Families, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 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 330726776.

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.