401(k) · DOL Form 5500 · 2023
Unverferth Manufacturing Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $207M
- Total assets Near avg plan size
- 957
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $216,045
- Avg per participant Above avg balance/head
Official DOL plan name: Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan · Sponsored by Unverferth Manufacturing Company, Inc. · Ohio · Manufacturing
$207M in assets, 957 participants
Unverferth Manufacturing Company, Inc.'s Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan reported $207M in total assets and 957 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #17,219 in Manufacturing (18,722 peers)
Where Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan sits by assets
Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan sits in the top 5% of all filed plans by assets, $207M for 957 participants (~$216,045/participant), up 20.5% in 2023.
- #17,219
- in Manufacturing (18,722 peers)
- +20.5%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan's outsized position by total assets
Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$206,755,245 Top 5% higher than 95% 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
Unverferth Manufacturing Company, Inc. Profit Sharing and 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. Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan sits mid-pack in the medium band (957 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan reported net income rose from -$39M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan end-of-year assets rose from $172M in the plan year 2022 filing to $207M in the plan year 2023 filing.
- Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan reported participants rose from 856 in the plan year 2022 filing to 957 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 340936989 · Unverferth Manufacturing Company, Inc. PY 2023 · 401(k)
Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan · $207M · 957 · 95th
- SCH $207M
- EBSA 957
- PART 95th
- TYPE 401(k)
- NET near Avx Greenville LLC 401(k) Plan
- BOOK ind #17219
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 Manufacturing retirement plans → · Plans in Ohio →
Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $172M |
|---|---|
| Net Assets (End of Year) | $207M |
| Net Income | $35M |
| Employer EIN | 340936989 |
| Plan Effective Date | 1965-09-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Unverferth Manufacturing Company, Inc.)
Sponsor-wide plan assets over time
All Unverferth Manufacturing Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $235M 36.827799861179535% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 856 | $172M |
| 2023 | 1 | 957 | $207M |
| 2024 | 1 | 1,335 | $235M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Avx Greenville LLC 401(k) Plan in SC ($207M); by covered participants it is Hatch Associates Consultants, Inc. 401(k) Plan for U.S. Employees in PA (957 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($207M here).
- Avx Greenville LLC 401(k) Plan (SC) $207M · 1,109
- J.D. Power 401(k) Plan (MI) $207M · 872
- Roche Bros. 401(k) and Profit Sharing Plan (MA) $207M · 2,530
- Farm Bureau Employees' 401(k) Plan (MI) $207M · 1,181
Similar participant headcount
Nearest other-state filings by covered participants (957 participants); asset peers above are excluded.
- Hatch Associates Consultants, Inc. 401(k) Plan for U.S. Employees (PA) 957 · 0 off
- Celonis, Inc. 401(k) Plan (NY) 957 · 0 off
- Organogenesis Inc. 401(k) Savings Plan (MA) 957 · 0 off
- Wausau Supply Company 401(k) Plan (WI) 957 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.