401(k) · DOL Form 5500 · 2023

United Actuarial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
47
Participants Small participant base
58th
Percentile by assets National rank
$209,140
Avg per participant Above avg balance/head
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Official DOL plan name: United Actuarial Services, Inc. 401(k) Plan · Sponsored by United Actuarial Services, Inc. · Indiana · Professional & Technical Services

$10M in assets, 47 participants

United Actuarial Services, Inc.'s United Actuarial Services, Inc. 401(k) Plan reported $10M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,529 in Professional & Technical Services (20,321 peers)

United Actuarial Services, Inc. multi-year trail

United Actuarial Services, Inc.'s plans moved +28.4% in assets from 2022 to 2023; this filing shows United Actuarial Services, Inc. 401(k) Plan at $10M / 47 participants.

#11,529
in Professional & Technical Services (20,321 peers)
+28.4%
assets growth YoY

United Actuarial Services, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

United Actuarial Services, Inc. 401(k) Plan vs every filed plan by assets

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

$9,829,587 Top 42% higher than 58% 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

United Actuarial Services, Inc. 401(k) 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. United Actuarial Services, Inc. 401(k) Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Actuarial Services, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • United Actuarial Services, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • United Actuarial Services, Inc. 401(k) Plan reported participants rose from 43 in the plan year 2022 filing to 47 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 352156428 · United Actuarial Services, Inc. PY 2023 · 401(k)

United Actuarial Services, Inc. 401(k) Plan · $10M · 47 · 58th

  • BOY $10M
  • SCH 47
  • EBSA 58th
  • PART 401(k)
  • TYPE near 403(b) Thrift Plan for Employees of the Arc of the Ozarks
  • NET ind #11529

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 Indiana →

United Actuarial Services, Inc. 401(k) Plan in the asset neighbourhood

United Actuarial Services, Inc. 401(k) PlanUnited Actuarial Services, I…$10M403(b) Thrift Plan for Employees of the Arc of the Ozarks403(b) Thrift Plan for Emplo…$10MYugabytedb, Inc 401(k) Plan$10MNelson & Nelson Profit Sharing PlanNelson & Nelson Profit Shari…$10MMcree Ford, Inc. Retirement Savings PlanMcree Ford, Inc. Retirement …$10M
End-of-year total assets ($M) among United Actuarial Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

United Actuarial Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All United Actuarial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 28.36023809931112% vs 2022
2023 filing year
$7M$8M$9M$10M$11M 20222023 $7.66M $9.83M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 43 $8M
2023 1 47 $10M

United Actuarial Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN352156428
Plan Effective Date2009-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

United Actuarial Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants United Actuarial Services, Inc. 401(k) Plan, Total assets ($B): 0.009829587 · Participants: 47United Actuarial Services, Inc. 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
United Actuarial Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

United Actuarial Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of the Arc of the Ozarks in MO ($10M); by covered participants it is Divcon Ems 401(k) Profit Sharing Plan in TX (47 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (47 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 United Actuarial Services, Inc. 401(k) Plan assets move in 2023?
United Actuarial Services, Inc. 401(k) Plan grew sharply - up 28.4% during 2023, from $8M to $10M. Reported net income was $2M.
How have United Actuarial Services, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), United Actuarial Services, Inc.'s sponsor-wide assets grew 28.4%, from $8M to $10M.
Which 401(k) plans are similar in size to United Actuarial Services, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of the Arc of the Ozarks in MO ($10M, 1,545 participants).
Which 401(k) plans cover a similar participant headcount to United Actuarial Services, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Divcon Ems 401(k) Profit Sharing Plan in TX (47 participants, $1M in assets).