401(k) · DOL Form 5500 · 2023

Progress Unlimited, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
179
Participants Small participant base
38th
Percentile by assets National rank
$20,109
Avg per participant Low balance/head
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Official DOL plan name: Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Progress Unlimited, Inc. · Maryland · Healthcare & Social Assistance

$4M in assets, 179 participants

Progress Unlimited, Inc.'s Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,157 in Healthcare & Social Assistance (17,684 peers)

Coverage in Maryland

Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust covers 179 participants in Maryland, about 19% of the average Maryland filer (state average ~929 per filing). Assets: $4M.

#7,157
in Healthcare & Social Assistance (17,684 peers)
+27.5%
assets growth YoY

Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,599,480 38th percentile higher than 38% of 127,068 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 2023

Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $440K in the plan year 2022 filing to $776K in the plan year 2023 filing.
  • Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 133 in the plan year 2022 filing to 179 in the plan year 2023 filing.
  • Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 521309011 · Progress Unlimited, Inc. PY 2023 · 401(k)

Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust · $4M · 179 · 38th

  • 5500 $4M
  • ASSETS 179
  • PCT 38th
  • EIN 401(k)
  • RANK near Kns International Retirement Plan
  • PHOTO ind #7157

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 Maryland →

Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Progress Unlimited Inc. 401(k) Profit Sharing Plan and TrustProgress Unlimited Inc. 401(…$4MKns International Retirement PlanKns International Retirement…$4MSuperior Emp 401(k) Plan$4MNetwork Technologies Investmen 401(k) Profit Sharing Plan & TrustNetwork Technologies Investm…$4MMatrix Human Services Tax Sheltered Annuity PlanMatrix Human Services Tax Sh…$4M
End-of-year total assets ($M) among Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$776K
Employer EIN521309011
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Progress Unlimited, Inc.)

Sponsor-wide plan assets over time

All Progress Unlimited, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 2.689141513132105% vs 2022
2023 filing year
$3.55M$3.6M$3.65M$3.7M$3.75M 20222023 $3.7M $3.6M ▼ -2.7%
Year Plans Participants Total Assets
2022 1 133 $4M
2023 1 179 $4M

Nearby 401(k) Plans in Maryland

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

Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.00359948 · Participants: 179Progress Unlimited Inc. 401(k) Profit Sharing Plan and TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants

Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Kns International Retirement Plan in UT ($4M); by covered participants it is Bitdefender 401(k) Plan in FL (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023?
Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 27.5% during 2023, from $3M to $4M. Reported net income was $776K.
How have Progress Unlimited, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Progress Unlimited, Inc.'s sponsor-wide assets declined 2.7%, from $4M to $4M.
Which 401(k) plans are similar in size to Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Kns International Retirement Plan in UT ($4M, 171 participants).
Which 401(k) plans cover a similar participant headcount to Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Bitdefender 401(k) Plan in FL (179 participants, $13M in assets).