401(k) · DOL Form 5500 · 2023

Unify Energy Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 102
Participants Small participant base: 36th
Percentile by assets National rank: $30,864
Avg per participant Low balance/head

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Official DOL plan name: Unify Energy Solutions, LLC 401(k) Plan · Sponsored by Unify Energy Solutions, LLC · Texas · Construction

$3M in assets, 102 participants

Unify Energy Solutions, LLC's Unify Energy Solutions, LLC 401(k) Plan reported $3M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

#3,109 in Construction (9,030 peers)

Coverage in Texas

Unify Energy Solutions, LLC 401(k) Plan covers 102 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#3,109
in Construction (9,030 peers): +20.4%
assets growth YoY

Unify Energy Solutions, LLC 401(k) Plan's mid-pack asset rank among Construction and all filers

Unify Energy Solutions, LLC 401(k) Plan vs every filed plan by assets

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

$3,148,158 36th percentile higher than 36% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Unify Energy Solutions, LLC 401(k) Plan 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. Unify Energy Solutions, LLC 401(k) Plan sits mid-pack in the medium band (102 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Unify Energy Solutions, LLC 401(k) Plan reported net income rose from -$454K in the plan year 2022 filing to $534K in the plan year 2023 filing.
Unify Energy Solutions, LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Unify Energy Solutions, LLC 401(k) Plan reported participants fell from 107 in the plan year 2022 filing to 102 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 455132957 · Unify Energy Solutions, LLC PY 2023 · 401(k)

Unify Energy Solutions, LLC 401(k) Plan · $3M · 102 · 36th

IND $3M
EOY 102
5500 36th
ASSETS 401(k)
PCT near The Mochi Ice Cream Company 401(k) Profit Sharing Plan & Trust
EIN ind #3109

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 Construction retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Unify Energy Solutions, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$534K
Employer EIN	455132957
Plan Effective Date	2015-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Unify Energy Solutions, LLC)

Latest sponsor-wide plan assets: $3M 20.434137921536582% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	107	$3M
2023	1	102	$3M

Nearby 401(k) Plans in Texas

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

Unify Energy Solutions, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Unify Energy Solutions, LLC 401(k) Plan side-by-side with 3 peers →

Unify Energy Solutions, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Mochi Ice Cream Company 401(k) Profit Sharing Plan & Trust in CA ($3M); by covered participants it is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

The Mochi Ice Cream Company 401(k) Profit Sharing Plan & Trust (CA) $3M · 123
Davison Design and Development 401(k) Profit Sharing Plan (PA) $3M · 265
Bernabei & Kabat PLLC Retirement Plan (DC) $3M · 8
Time Trak Systems, Inc. 401(k) Retirement Plan (MI) $3M · 20

Similar participant headcount

Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.

Air-Land Transport Service, Inc. 401(k) Plan (IL) 102 · 0 off
Anchor Subaru, LLC 401(k) Plan (RI) 102 · 0 off
Competitive Engineering, Inc. 401(k) Profit Sharing Plan (AZ) 102 · 0 off
Zevia Pbc 401(k) and Profit Sharing Plan (CA) 102 · 0 off

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 Unify Energy Solutions, LLC 401(k) Plan assets move in 2023? ▼

Unify Energy Solutions, LLC 401(k) Plan grew sharply - up 20.4% during 2023, from $3M to $3M. Reported net income was $534K.

How have Unify Energy Solutions, LLC plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Unify Energy Solutions, LLC's sponsor-wide assets grew 20.4%, from $3M to $3M.

Which 401(k) plans are similar in size to Unify Energy Solutions, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Mochi Ice Cream Company 401(k) Profit Sharing Plan & Trust in CA ($3M, 123 participants).

Which 401(k) plans cover a similar participant headcount to Unify Energy Solutions, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 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 455132957.