401(k) · DOL Form 5500 · 2023

Unwin Company 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
264
Participants Below avg headcount
78th
Percentile by assets National rank
$107,375
Avg per participant Below avg balance/head
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Official DOL plan name: Unwin Company 401(k) Plan and Trust · Sponsored by Unwin Company · Ohio · Professional & Technical Services

$28M in assets, 264 participants

Unwin Company's Unwin Company 401(k) Plan and Trust reported $28M in total assets and 264 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,020 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

Unwin Company 401(k) Plan and Trust covers 264 participants in Ohio, about 35% of the average Ohio filer (state average ~765 per filing). Assets: $28M.

#16,020
in Professional & Technical Services (20,321 peers)
+9.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Unwin Company 401(k) Plan and Trust's outsized position by total assets

Unwin Company 401(k) Plan and Trust vs every filed plan by assets

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

$28,347,108 Top 22% higher than 78% 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

Unwin Company 401(k) 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. Unwin Company 401(k) Plan and Trust sits mid-pack in the medium band (264 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unwin Company 401(k) Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Unwin Company 401(k) Plan and Trust end-of-year assets rose from $26M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Unwin Company 401(k) Plan and Trust reported participants rose from 248 in the plan year 2022 filing to 264 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311469050 · Unwin Company PY 2023 · 401(k)

Unwin Company 401(k) Plan and Trust · $28M · 264 · 78th

  • TYPE $28M
  • TYPE 264
  • TYPE 78th
  • TYPE 401(k)
  • TYPE near 401(k) Plan for Grace Pacific
  • TYPE ind #16020

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 Ohio →

Unwin Company 401(k) Plan and Trust in the asset neighbourhood

Unwin Company 401(k) Plan and TrustUnwin Company 401(k) Plan an…$28M401(k) Plan for Grace Pacific$28MVaritec Solutions LLC Employee Savings PlanVaritec Solutions LLC Employ…$28MWesley Enhanced Living Retirement PlanWesley Enhanced Living Retir…$28MHealth Intelligence Company, LLC Tax-Favored Savings ProgramHealth Intelligence Company,…$28M
End-of-year total assets ($M) among Unwin Company 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$28M
Net Income$2M
Employer EIN311469050
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unwin Company)

Sponsor-wide plan assets over time

All Unwin Company plans reported in each filing year

Latest sponsor-wide plan assets
$30M 15.481269261613035% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $26M $30M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 248 $26M
2023 1 264 $28M
2024 1 168 $30M

Nearby 401(k) Plans in Ohio

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

Unwin Company 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Unwin Company 401(k) Plan and Trust, Total assets ($B): 0.028347108 · Participants: 264Unwin Company 401(k) Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Unwin Company 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Unwin Company 401(k) Plan and Trust side-by-side with 3 peers →

Unwin Company 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is 401(k) Plan for Grace Pacific in HI ($28M); by covered participants it is Rocky Mountain Ser/Jobs for Progress Employee Retirement Plan in CO (264 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (264 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 Unwin Company 401(k) Plan and Trust assets move in 2023? ▼
Unwin Company 401(k) Plan and Trust grew at a solid clip - up 9.0% during 2023, from $26M to $28M. Reported net income was $2M.
How have Unwin Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unwin Company's sponsor-wide assets grew 15.5%, from $26M to $30M.
Where does Unwin Company 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Unwin Company 401(k) Plan and Trust ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Unwin Company 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Plan for Grace Pacific in HI ($28M, 159 participants).
Which 401(k) plans cover a similar participant headcount to Unwin Company 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Rocky Mountain Ser/Jobs for Progress Employee Retirement Plan in CO (264 participants, $4M 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 311469050.

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.