ESOP · DOL Form 5500 · 2023

Unison Solutions, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
43
Participants Small participant base
63rd
Percentile by assets National rank
$279,768
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Unison Solutions, Inc. Employee Stock Ownership Plan · Sponsored by Unison Solutions, Inc. · Iowa · Professional & Technical Services

$12M in assets, 43 participants

Unison Solutions, Inc.'s Unison Solutions, Inc. Employee Stock Ownership Plan reported $12M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,539 in Professional & Technical Services (20,321 peers)

Unison Solutions, Inc. multi-year trail

Unison Solutions, Inc.'s plans moved +137.6% in assets from 2022 to 2024; this filing shows Unison Solutions, Inc. Employee Stock Ownership Plan at $12M / 43 participants.

#12,539
in Professional & Technical Services (20,321 peers)
+52.9%
assets growth YoY

Unison Solutions, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Unison Solutions, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,030,003 Top 37% higher than 63% 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

Unison Solutions, Inc. Employee Stock Ownership 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. Unison Solutions, Inc. Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unison Solutions, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Unison Solutions, Inc. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Unison Solutions, Inc. Employee Stock Ownership Plan reported participants fell from 45 in the plan year 2022 filing to 43 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 352196075 · Unison Solutions, Inc. PY 2023 · ESOP

Unison Solutions, Inc. Employee Stock Ownership Plan · $12M · 43 · 63rd

  • EOY $12M
  • 5500 43
  • ASSETS 63rd
  • PCT ESOP
  • EIN near Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust
  • RANK ind #12539

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 What is an ESOP? → · Plans in Iowa →

Unison Solutions, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lincoln County Bancorp, Inc. Employee Stock Ownership PlanLincoln County Bancorp, Inc.…$12MDavis Enterprises, Inc. Employee Stock Ownership Plan and TrustDavis Enterprises, Inc. Empl…$12MUnison Solutions, Inc. Employee Stock Ownership PlanUnison Solutions, Inc. Emplo…$12MHarris & Ruth Painting Contracting Employee Stock Ownership PlanHarris & Ruth Painting Contr…$12MAzon USA, Inc. Employee Stock Ownership PlanAzon USA, Inc. Employee Stoc…$12M
End-of-year total assets ($M) among Unison Solutions, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Unison Solutions, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Unison Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 137.60058792788584% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.87M $18.7M ▲ +137.6%
Year Plans Participants Total Assets
2022 1 45 $8M
2023 1 43 $12M
2024 1 49 $19M

Unison Solutions, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)-$9M
Net Income$5M
Employer EIN352196075
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

Peer ESOP plans, same state, same plan type, ranked by total assets.

Unison Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants Unison Solutions, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.030003 · Participants: 43Unison Solutions, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 863.986659 · Participants: 802Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 596.09835 · Participants: 801Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 438.062674 · Participants: 667Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 427.790025 · Participants: 771Ita Group Holdings, Inc. Employees' Stock Ownership PlanVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 405.931426 · Participants: 1070Vgm Group, Inc. Employee Stock Ownership Plan
Unison Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Unison Solutions, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Unison Solutions, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust in NE ($12M); by covered participants it is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Unison Solutions, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Unison Solutions, Inc. Employee Stock Ownership Plan surged - up 52.9% during 2023, from $8M to $12M. Reported net income was $5M.
How have Unison Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unison Solutions, Inc.'s sponsor-wide assets grew 137.6%, from $8M to $19M.
Which ESOP plans are similar in size to Unison Solutions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Davis Enterprises, Inc. Employee Stock Ownership Plan and Trust in NE ($12M, 47 participants).
Which ESOP plans cover a similar participant headcount to Unison Solutions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants, $5M 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 352196075.

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.