401(k) · DOL Form 5500 · 2023

Uzun&case, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
74
Participants Small participant base
71st
Percentile by assets National rank
$248,931
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Uzun&case Profit Sharing Trust · Sponsored by Uzun&case, LLC · Georgia · Professional & Technical Services

$18M in assets, 74 participants

Uzun&case, LLC's Uzun&case Profit Sharing Trust reported $18M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,359 in Professional & Technical Services (20,321 peers)

Uzun&case, LLC multi-year trail

Uzun&case, LLC's plans moved +15.4% in assets from 2022 to 2024; this filing shows Uzun&case Profit Sharing Trust at $18M / 74 participants.

#14,359
in Professional & Technical Services (20,321 peers)
+18.8%
assets growth YoY

Uzun&case Profit Sharing Trust's outsized position by total assets

Uzun&case Profit Sharing Trust vs every filed plan by assets

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

$18,420,922 Top 29% higher than 71% 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

Uzun&case Profit Sharing Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uzun&case Profit Sharing Trust is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Uzun&case Profit Sharing Trust reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Uzun&case Profit Sharing Trust end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Uzun&case Profit Sharing Trust reported participants rose from 71 in the plan year 2022 filing to 74 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 464734558 · Uzun&case, LLC PY 2023 · 401(k)

Uzun&case Profit Sharing Trust · $18M · 74 · 71st

  • BOY $18M
  • SCH 74
  • EBSA 71st
  • PART 401(k)
  • TYPE near Anoplate Corporation Employees' Deferred Savings and Profit Sharing Plan and Trust
  • NET ind #14359

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 Georgia →

Uzun&case Profit Sharing Trust in the asset neighbourhood

Uzun&case Profit Sharing TrustUzun&case Profit Sharing Tru…$18MAnoplate Corporation Employees' Deferred Savings and Profit Sharing Plan and TrustAnoplate Corporation Employe…$18MMarsh Furniture Company 401(k) PlanMarsh Furniture Company 401(…$18MProtech Solutions, Inc. 401(k) Profit Sharing Plan and TrustProtech Solutions, Inc. 401(…$18MVelocity Global 401(k) Retirement PlanVelocity Global 401(k) Retir…$18M
End-of-year total assets ($M) among Uzun&case Profit Sharing Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Uzun&case, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Uzun&case, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 15.3809775443635% vs 2022
2024 filing year
$15M$16M$17M$18M$19M 202220232024 $15.5M $17.9M ▲ +15.4%
Year Plans Participants Total Assets
2022 1 71 $16M
2023 1 74 $18M
2024 1 74 $18M

Uzun&case, LLC filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN464734558
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Uzun&case Profit Sharing Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Uzun&case Profit Sharing Trust, Total assets ($B): 0.018420922 · Participants: 74Uzun&case Profit Sharing TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Uzun&case Profit Sharing Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Uzun&case Profit Sharing Trust side-by-side with 3 peers →

Uzun&case Profit Sharing Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Anoplate Corporation Employees' Deferred Savings and Profit Sharing Plan and Trust in NY ($18M); by covered participants it is Duenas Trailers Rental 1081. 01(D) Retirement Plan in PR (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Uzun&case Profit Sharing Trust assets move in 2023? ▼
Uzun&case Profit Sharing Trust grew sharply - up 18.8% during 2023, from $16M to $18M. Reported net income was $3M.
How have Uzun&case, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uzun&case, LLC's sponsor-wide assets grew 15.4%, from $16M to $18M.
Which 401(k) plans are similar in size to Uzun&case Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by assets is Anoplate Corporation Employees' Deferred Savings and Profit Sharing Plan and Trust in NY ($18M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Uzun&case Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Duenas Trailers Rental 1081. 01(D) Retirement Plan in PR (74 participants, $37K 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 464734558.

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.