401(k) · DOL Form 5500 · 2023

Unity Bank 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
209
Participants Below avg headcount
73rd
Percentile by assets National rank
$96,429
Avg per participant Below avg balance/head
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Official DOL plan name: Unity Bank Employees Saving and Profit Sharing Plan and Trust · Sponsored by Unity Bank · New Jersey · Finance & Insurance

$20M in assets, 209 participants

Unity Bank's Unity Bank Employees Saving and Profit Sharing Plan and Trust reported $20M in total assets and 209 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,258 in Finance & Insurance (8,869 peers)

Coverage in New Jersey

Unity Bank Employees Saving and Profit Sharing Plan and Trust covers 209 participants in New Jersey, about 25% of the average New Jersey filer (state average ~844 per filing). Assets: $20M.

#5,258
in Finance & Insurance (8,869 peers)
+17.2%
assets growth YoY

Unity Bank Employees Saving and Profit Sharing Plan and Trust's outsized position by total assets

Unity Bank Employees Saving and Profit Sharing Plan and Trust vs every filed plan by assets

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

$20,153,605 Top 27% higher than 73% 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

Unity Bank Employees Saving and 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. Unity Bank Employees Saving and Profit Sharing Plan and Trust sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unity Bank Employees Saving and Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Unity Bank Employees Saving and Profit Sharing Plan and Trust end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Unity Bank Employees Saving and Profit Sharing Plan and Trust reported participants rose from 199 in the plan year 2022 filing to 209 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 223110915 · Unity Bank PY 2023 · 401(k)

Unity Bank Employees Saving and Profit Sharing Plan and Trust · $20M · 209 · 73rd

  • TYPE $20M
  • TYPE 209
  • TYPE 73rd
  • TYPE 401(k)
  • TYPE near Sfcs Retirement Savings Plan
  • TYPE ind #5258

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 New Jersey →

Unity Bank Employees Saving and Profit Sharing Plan and Trust in the asset neighbourhood

Unity Bank Employees Saving and Profit Sharing Plan and TrustUnity Bank Employees Saving …$20MSfcs Retirement Savings Plan$20MTechnology Partners, Inc. 401(k) PlanTechnology Partners, Inc. 40…$20MAllen Dyer Doppelt Gilchrist P 401(k) Profit Sharing Plan & TrustAllen Dyer Doppelt Gilchrist…$20MKlein Foods, Inc. 401(k) Plan$20M
End-of-year total assets ($M) among Unity Bank Employees Saving and Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN223110915
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unity Bank)

Sponsor-wide plan assets over time

All Unity Bank plans reported in each filing year

Latest sponsor-wide plan assets
$22M 25.349120792366374% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.2M $21.6M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 199 $17M
2023 1 209 $20M
2024 1 228 $22M

Nearby 401(k) Plans in New Jersey

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

Unity Bank Employees Saving and Profit Sharing Plan and Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Unity Bank Employees Saving and Profit Sharing Plan and Trust, Total assets ($B): 0.020153605 · Participants: 209Unity Bank Employees Saving and Profit Sharing Plan and TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Unity Bank Employees Saving and Profit Sharing Plan and Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Unity Bank Employees Saving and Profit Sharing Plan and Trust side-by-side with 3 peers →

Unity Bank Employees Saving and Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Sfcs Retirement Savings Plan in VA ($20M); by covered participants it is 1650 Broadway Associates, Inc. 401(k) Plan in NY (209 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Unity Bank Employees Saving and Profit Sharing Plan and Trust assets move in 2023? ▼
Unity Bank Employees Saving and Profit Sharing Plan and Trust grew sharply - up 17.2% during 2023, from $17M to $20M. Reported net income was $3M.
How have Unity Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unity Bank's sponsor-wide assets grew 25.3%, from $17M to $22M.
Which 401(k) plans are similar in size to Unity Bank Employees Saving and Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sfcs Retirement Savings Plan in VA ($20M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Unity Bank Employees Saving and Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is 1650 Broadway Associates, Inc. 401(k) Plan in NY (209 participants, $323K 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 223110915.

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.