401(k) · DOL Form 5500 · 2023

United 401(k) Plans, Inc. Dba Elevate401(k) 401(k) Plan

Data updated 2026-08-25

$987K
Total assets Small plan by assets
199
Participants Below avg headcount
24th
Percentile by assets National rank
$4,961
Avg per participant Low balance/head
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Official DOL plan name: Una's Nonprofit Retirement Solution · Sponsored by United 401(k) Plans, Inc. Dba Elevate401(k) · Utah · Professional & Technical Services

$987K in assets, 199 participants

United 401(k) Plans, Inc. Dba Elevate401(k)'s Una's Nonprofit Retirement Solution reported $987K in total assets and 199 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,795 in Professional & Technical Services (20,321 peers)

Coverage in Utah

Una's Nonprofit Retirement Solution covers 199 participants in Utah, about 34% of the average Utah filer (state average ~592 per filing). Assets: $987K.

#3,795
in Professional & Technical Services (20,321 peers)
+6056.1%
assets growth YoY

Una's Nonprofit Retirement Solution among the smaller filed plans by assets

Una's Nonprofit Retirement Solution vs every filed plan by assets

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

$987,317 24th percentile higher than 24% 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

Una's Nonprofit Retirement Solution 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. Una's Nonprofit Retirement Solution sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Una's Nonprofit Retirement Solution reported participants rose from 2 in the plan year 2022 filing to 199 in the plan year 2023 filing.
  • Una's Nonprofit Retirement Solution end-of-year assets rose from $16K in the plan year 2022 filing to $987K in the plan year 2023 filing.
  • Una's Nonprofit Retirement Solution reported net income rose from $16K in the plan year 2022 filing to $781K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 205321813 · United 401(k) Plans, Inc. Dba Elevate401(k) PY 2023 · 401(k)

Una's Nonprofit Retirement Solution · $987K · 199 · 24th

  • NET $987K
  • BOOK 199
  • VS-ST 24th
  • BOY 401(k)
  • SCH near Muse Enterprises, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #3795

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 Professional & Technical Services retirement plans → · Plans in Utah →

Una's Nonprofit Retirement Solution in the asset neighbourhood

Una's Nonprofit Retirement SolutionUna's Nonprofit Retirement S…$987KMuse Enterprises, Inc. 401(k) Profit Sharing PlanMuse Enterprises, Inc. 401(k…$987KJs Design Engineering Corp. 401(k) Profit Sharing PlanJs Design Engineering Corp. …$987KTsinelas Retirement Plan$987KMedallion Financial Services, LLC Safe Harbor 401(k) PlanMedallion Financial Services…$987K
End-of-year total assets ($M) among Una's Nonprofit Retirement Solution and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$16K
Net Assets (End of Year)$987K
Net Income$781K
Employer EIN205321813
Plan Effective Date2022-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United 401(k) Plans, Inc. Dba Elevate401(k))

Sponsor-wide plan assets over time

All United 401(k) Plans, Inc. Dba Elevate401(k) plans reported in each filing year

Latest sponsor-wide plan assets
$147M 108.96379635065455% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $70.5M $147M ▲ +109.0%
Year Plans Participants Total Assets
2022 3 4,824 $71M
2023 4 5,923 $103M
2024 4 8,483 $147M

Nearby 401(k) Plans in Utah

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

Una's Nonprofit Retirement Solution vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Una's Nonprofit Retirement Solution, Total assets ($B): 0.000987317 · Participants: 199Una's Nonprofit Retirement SolutionIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Una's Nonprofit Retirement Solution vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Una's Nonprofit Retirement Solution side-by-side with 3 peers →

Una's Nonprofit Retirement Solution's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Muse Enterprises, Inc. 401(k) Profit Sharing Plan in FL ($987K); by covered participants it is Capital Accumulation P/S Plan for Employees of Payden & Rygel in CA (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Una's Nonprofit Retirement Solution assets move in 2023? ▼
Una's Nonprofit Retirement Solution surged - up 6056.1% during 2023, from $16K to $987K. Reported net income was $781K.
How have United 401(k) Plans, Inc. Dba Elevate401(k) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United 401(k) Plans, Inc. Dba Elevate401(k)'s sponsor-wide assets grew 109.0%, from $71M to $147M.
Where does Una's Nonprofit Retirement Solution rank by assets among Form 5500 filers? ▼
Una's Nonprofit Retirement Solution ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Una's Nonprofit Retirement Solution? ▼
Among 401(k) plans in other states, the closest by assets is Muse Enterprises, Inc. 401(k) Profit Sharing Plan in FL ($987K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Una's Nonprofit Retirement Solution? ▼
Among 401(k) plans in other states, the closest by covered participants is Capital Accumulation P/S Plan for Employees of Payden & Rygel in CA (199 participants, $110M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 205321813.

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.