401(k) · DOL Form 5500 · 2023
Systems Unlimited, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 788
- Participants Near avg headcount
- 62nd
- Percentile by assets National rank
- $14,673
- Avg per participant Low balance/head
Official DOL plan name: Systems Unlimited, Inc. 401(k) Plan · Sponsored by Systems Unlimited, Inc. · Iowa · Healthcare & Social Assistance
$12M in assets, 788 participants
Systems Unlimited, Inc.'s Systems Unlimited, Inc. 401(k) Plan reported $12M in total assets and 788 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #11,878 in Healthcare & Social Assistance (17,684 peers)
Systems Unlimited, Inc. multi-year trail
Systems Unlimited, Inc.'s plans moved +47.0% in assets from 2022 to 2024; this filing shows Systems Unlimited, Inc. 401(k) Plan at $12M / 788 participants.
- #11,878
- in Healthcare & Social Assistance (17,684 peers)
- +24.9%
- assets growth YoY
Systems Unlimited, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Systems Unlimited, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,562,602 Top 38% higher than 62% 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
Systems Unlimited, Inc. 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. Systems Unlimited, Inc. 401(k) Plan sits mid-pack in the medium band (788 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Systems Unlimited, Inc. 401(k) Plan reported net income rose from -$211K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Systems Unlimited, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Systems Unlimited, Inc. 401(k) Plan reported participants rose from 763 in the plan year 2022 filing to 788 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 420985205 · Systems Unlimited, Inc. PY 2023 · 401(k)
Systems Unlimited, Inc. 401(k) Plan · $12M · 788 · 62nd
- BOY $12M
- SCH 788
- EBSA 62nd
- PART 401(k)
- TYPE near Span Construction & Engineering, Inc. 401(k) Retirement Plan
- NET ind #11878
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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →
Systems Unlimited, Inc. 401(k) Plan in the asset neighbourhood
Systems Unlimited, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Systems Unlimited, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 47.01156800886013% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 763 | $9M |
| 2023 | 1 | 788 | $12M |
| 2024 | 1 | 843 | $14M |
Systems Unlimited, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 420985205 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Systems Unlimited, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Span Construction & Engineering, Inc. 401(k) Retirement Plan in CA ($12M); by covered participants it is Mngi Digestive Health, P.a. Retirement Plan in MN (788 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (788 participants); asset peers above are excluded.
- Mngi Digestive Health, P.a. Retirement Plan (MN) 788 · 0 off
- John Knox Village Retirement Plan (MO) 788 · 0 off
- Excelin Home Health, LLC 401(k) Plan & Trust (TX) 788 · 0 off
- Stratas Foods LLC Retirement Plan (TN) 788 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.