401(k) · DOL Form 5500 · 2023

Unifund Ccr, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: 89
Participants Small participant base: 67th
Percentile by assets National rank: $165,812
Avg per participant Above avg balance/head

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Official DOL plan name: Unifund 401(k) Savings Plan · Sponsored by Unifund Ccr, LLC · Ohio · Administrative & Support Services

$15M in assets, 89 participants

Unifund Ccr, LLC's Unifund 401(k) Savings Plan reported $15M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

#3,606 in Administrative & Support Services (4,372 peers)

What the 2023 filing shows

Unifund 401(k) Savings Plan holds $15M for 89 participants - about $165,812 per participant, above the median plan by assets.

#3,606
in Administrative & Support Services (4,372 peers): +7.1%
assets growth YoY

Unifund 401(k) Savings Plan's outsized position by total assets

Unifund 401(k) Savings Plan vs every filed plan by assets

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

$14,757,299 Top 33% higher than 67% 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

Unifund 401(k) Savings 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. Unifund 401(k) Savings Plan is a small filing (89 participants) on this national headcount ladder.

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%)

Unifund 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $977K in the plan year 2023 filing.
Unifund 401(k) Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Unifund 401(k) Savings Plan reported participants rose from 88 in the plan year 2022 filing to 89 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 452794185 · Unifund Ccr, LLC PY 2023 · 401(k)

Unifund 401(k) Savings Plan · $15M · 89 · 67th

RANK $15M
PHOTO 89
IND 67th
EOY 401(k)
5500 near Charles Seligman Distributing Co. Savings & Retirement Plan
ASSETS ind #3606

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 Administrative & Support Services retirement plans → · Plans in Ohio →

End-of-year total assets ($M) among Unifund 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$15M
Net Income	$977K
Employer EIN	452794185
Plan Effective Date	2000-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Unifund Ccr, LLC)

Latest sponsor-wide plan assets: $13M 9.089094919136196% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	88	$14M
2023	1	89	$15M
2024	1	93	$13M

Nearby 401(k) Plans in Ohio

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

Unifund 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Unifund 401(k) Savings Plan side-by-side with 3 peers →

Unifund 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Charles Seligman Distributing Co. Savings & Retirement Plan in KY ($15M); by covered participants it is Cross Country 401(k) Plan in TX (89 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Charles Seligman Distributing Co. Savings & Retirement Plan (KY) $15M · 90
Word of Life Defined Contribution Retirement Plan (NY) $15M · 306
Desoto Sales, Inc. 401(k) Profit Sharing Plan (CA) $15M · 111
Colonial Automotive Group 401(k) Plan (MA) $15M · 571

Similar participant headcount

Nearest other-state filings by covered participants (89 participants); asset peers above are excluded.

Cross Country 401(k) Plan (TX) 89 · 0 off
Security Bancshares Inc Employee Stock Ownership Plan with 401(k) Provisions (KS) 89 · 0 off
Green River Spirits Company 401(k) Plan (SC) 89 · 0 off
Modern Door Corporation Employees' 401(k) Profit Sharing Plan and Trust (WI) 89 · 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 Unifund 401(k) Savings Plan assets move in 2023? ▼

Unifund 401(k) Savings Plan grew at a solid clip - up 7.1% during 2023, from $14M to $15M. Reported net income was $977K.

How have Unifund Ccr, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Unifund Ccr, LLC's sponsor-wide assets declined 9.1%, from $14M to $13M.

Which 401(k) plans are similar in size to Unifund 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Charles Seligman Distributing Co. Savings & Retirement Plan in KY ($15M, 90 participants).

Which 401(k) plans cover a similar participant headcount to Unifund 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cross Country 401(k) Plan in TX (89 participants, N/A 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 452794185.