401(k) · DOL Form 5500 · 2023

Union State Bank 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
83
Participants Small participant base
41st
Percentile by assets National rank
$50,669
Avg per participant Low balance/head
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Official DOL plan name: Union State Bank 401(k) Profit Sharing Plan · Sponsored by Union State Bank · Alabama · Finance & Insurance

$4M in assets, 83 participants

Union State Bank's Union State Bank 401(k) Profit Sharing Plan reported $4M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,572 in Finance & Insurance (8,869 peers)

Union State Bank multi-year trail

Union State Bank's plans moved +20.8% in assets from 2022 to 2024; this filing shows Union State Bank 401(k) Profit Sharing Plan at $4M / 83 participants.

#2,572
in Finance & Insurance (8,869 peers)
+10.1%
assets growth YoY

Union State Bank 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Union State Bank 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,205,523 41st percentile higher than 41% 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

Union State Bank 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union State Bank 401(k) Profit Sharing Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Union State Bank 401(k) Profit Sharing Plan reported net income rose from -$442K in the plan year 2022 filing to $387K in the plan year 2023 filing.
  • Union State Bank 401(k) Profit Sharing Plan end-of-year assets rose 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 630215110 · Union State Bank PY 2023 · 401(k)

Union State Bank 401(k) Profit Sharing Plan · $4M · 83 · 41st

  • EOY $4M
  • 5500 83
  • ASSETS 41st
  • PCT 401(k)
  • EIN near Murphy O'brien, Inc. 401(k) Profit Sharing Plan
  • RANK ind #2572

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 Finance & Insurance retirement plans → · Plans in Alabama →

Union State Bank 401(k) Profit Sharing Plan in the asset neighbourhood

Union State Bank 401(k) Profit Sharing PlanUnion State Bank 401(k) Prof…$4MMurphy O'brien, Inc. 401(k) Profit Sharing PlanMurphy O'brien, Inc. 401(k) …$4MP.F. Mcmullin Company 401(k) Profit Sharing PlanP.F. Mcmullin Company 401(k)…$4MNeurocare, Inc. 401(k) Plan$4MWessels Company Employees' Savings and Investment PlanWessels Company Employees' S…$4M
End-of-year total assets ($M) among Union State Bank 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Union State Bank multi-year asset trail

Sponsor-wide plan assets over time

All Union State Bank plans reported in each filing year

Latest sponsor-wide plan assets
$5M 20.797018057284856% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.82M $4.61M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 83 $4M
2023 1 83 $4M
2024 1 74 $5M

Union State Bank filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$387K
Employer EIN630215110
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Union State Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Union State Bank 401(k) Profit Sharing Plan, Total assets ($B): 0.004205523 · Participants: 83Union State Bank 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Union State Bank 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Union State Bank 401(k) Profit Sharing Plan side-by-side with 3 peers →

Union State Bank 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Murphy O'brien, Inc. 401(k) Profit Sharing Plan in CA ($4M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Union State Bank 401(k) Profit Sharing Plan assets move in 2023? ▼
Union State Bank 401(k) Profit Sharing Plan grew at a solid clip - up 10.1% during 2023, from $4M to $4M. Reported net income was $387K.
How have Union State Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union State Bank's sponsor-wide assets grew 20.8%, from $4M to $5M.
Which 401(k) plans are similar in size to Union State Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Murphy O'brien, Inc. 401(k) Profit Sharing Plan in CA ($4M, 32 participants).
Which 401(k) plans cover a similar participant headcount to Union State Bank 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightpearl 401(k) Plan in TX (83 participants, N/A 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 630215110.

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.