401(k) · DOL Form 5500 · 2023

Unverferth Manufacturing Company, Inc. 401(k) Plan

Data updated 2026-08-11

$207M
Total assets: 957
Participants: 95th
Percentile by assets: $216,045
Avg per participant

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.

95th percentile by assets (of 127,072 plans)
#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.

$207M
total plan assets (2023 EOY): 957
covered participants: 95th
percentile by assets (of 127,072 plans): $216,045
avg assets per participant

Where Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan sits 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 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.

See the national 2022→2023 release diff →

State

Ohio

Industry

Manufacturing

Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan vs the 2023 asset distribution

By assets, Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).

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.)

Total plan assets by year, all Unverferth Manufacturing Company, Inc. plans on file

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.

Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) 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 Unverferth Manufacturing Company, Inc. P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan by total assets, not by location.

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

Frequently Asked Questions

How did Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan assets move in 2023? ▼

Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan grew sharply - up 20.5% during 2023, from $172M to $207M. Reported net income was $35M.

How have Unverferth Manufacturing Company, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Unverferth Manufacturing Company, Inc.'s sponsor-wide assets grew 36.8%, from $172M to $235M.

Where does Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼

Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Avx Greenville LLC 401(k) Plan in SC ($207M, 1,109 participants).

Next read for Unverferth Manufacturing Company, Inc. P…

Scale reading

Ways to act on Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan's numbers.

By total assets, Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
Unverferth Manufacturing Company, Inc.'s sponsor-wide assets have grown 36.8% since 2022 across 3 plan years on file. More Manufacturing plans

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 340936989.