401(k) · DOL Form 5500 · 2022

Union Agener, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
169
Participants Small participant base
68th
Percentile by assets National rank
$69,238
Avg per participant Below avg balance/head
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Official DOL plan name: Union Agener, Inc. 401(k) Savings Plan · Sponsored by Union Agener, Inc. · Georgia · Manufacturing

$12M in assets, 169 participants

Union Agener, Inc.'s Union Agener, Inc. 401(k) Savings Plan reported $12M in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #11,568 in Manufacturing (20,602 peers)

Coverage in Georgia

Union Agener, Inc. 401(k) Savings Plan covers 169 participants in Georgia, about 15% of the average Georgia filer (state average ~1,096 per filing). Assets: $12M.

#11,568
in Manufacturing (20,602 peers)
-4.6%
assets change YoY

The plan reported a net loss of $568K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Union Agener, Inc. 401(k) Savings Plan's outsized position by total assets

Union Agener, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$11,701,258 Top 32% higher than 68% 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 Agener, Inc. 401(k) Savings 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. Union Agener, Inc. 401(k) Savings Plan sits mid-pack in the medium band (169 participants).

Form 5500 schedule snapshot

Filing strip 831712317 · Union Agener, Inc. PY 2022 · 401(k)

Union Agener, Inc. 401(k) Savings Plan · $12M · 169 · 68th

  • 5500 $12M
  • 5500 169
  • 5500 68th
  • 5500 401(k)
  • 5500 near Breitling USA, Inc. Employee Savings Plan
  • 5500 ind #11568

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 Georgia →

Union Agener, Inc. 401(k) Savings Plan in the asset neighbourhood

Union Agener, Inc. 401(k) Savings PlanUnion Agener, Inc. 401(k) Sa…$12MBreitling USA, Inc. Employee Savings PlanBreitling USA, Inc. Employee…$12MPacific Transfer LLC Profit Sharing PlanPacific Transfer LLC Profit …$12MBiesse America, Inc. 401(k) Profit Sharing PlanBiesse America, Inc. 401(k) …$12MLydia Security Monitoring, Inc. 401(k) PlanLydia Security Monitoring, I…$12M
End-of-year total assets ($M) among Union Agener, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income-$568K
Employer EIN831712317
Plan Effective Date2018-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Agener, Inc.)

Sponsor-wide plan assets over time

All Union Agener, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 64.96035725389527% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.7M $19.3M ▲ +65.0%
Year Plans Participants Total Assets
2022 1 169 $12M
2023 1 178 $16M
2024 1 173 $19M

Nearby 401(k) Plans in Georgia

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

Union Agener, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Union Agener, Inc. 401(k) Savings Plan, Total assets ($B): 0.011701258 · Participants: 169Union Agener, Inc. 401(k) Savings PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Union Agener, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Union Agener, Inc. 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Breitling USA, Inc. Employee Savings Plan in CT ($12M); by covered participants it is Nye Automotive Group, Inc. 401(k) Plan in NY (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Agener, Inc. 401(k) Savings Plan assets move in 2022? ▼
Union Agener, Inc. 401(k) Savings Plan edged down modestly - down 4.6% during 2022, from $12M to $12M. Reported net income was -$568K.
How have Union Agener, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Agener, Inc.'s sponsor-wide assets grew 65.0%, from $12M to $19M.
Which 401(k) plans are similar in size to Union Agener, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Breitling USA, Inc. Employee Savings Plan in CT ($12M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Union Agener, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nye Automotive Group, Inc. 401(k) Plan in NY (169 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 831712317.

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.