401(k) · DOL Form 5500 · 2022

Union Academy 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
345
Participants Below avg headcount
56th
Percentile by assets National rank
$18,681
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Union Academy 401(k) Plan · Sponsored by Union Academy · North Carolina · Educational Services

$6M in assets, 345 participants

Union Academy's Union Academy 401(k) Plan reported $6M in total assets and 345 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #1,592 in Educational Services (4,024 peers)

Coverage in North Carolina

Union Academy 401(k) Plan covers 345 participants in North Carolina, about 42% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#1,592
in Educational Services (4,024 peers)
+19.1%
assets growth YoY

Union Academy 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Union Academy 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,444,896 Top 44% higher than 56% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Union Academy 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union Academy 401(k) Plan sits mid-pack in the medium band (345 participants).

Plan-year Form 5500 strip

Filing strip 562172412 · Union Academy PY 2022 · 401(k)

Union Academy 401(k) Plan · $6M · 345 · 56th

  • EBSA $6M
  • PART 345
  • TYPE 56th
  • NET 401(k)
  • BOOK near Victorian Finance, LLC 401(k) P/S Plan
  • VS-ST ind #1592

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 Educational Services retirement plans → · Plans in North Carolina →

Union Academy 401(k) Plan in the asset neighbourhood

Alta Orthopaedics Medical Group, Inc. 401(k) Profit Sharing PlanAlta Orthopaedics Medical Gr…$6MUnion Academy 401(k) Plan$6MVictorian Finance, LLC 401(k) P/S PlanVictorian Finance, LLC 401(k…$6MAxxess Consult, Inc. 401(k) Profit Sharing Plan and TrustAxxess Consult, Inc. 401(k) …$6MInh Retirement Plan and Trust$6M
End-of-year total assets ($M) among Union Academy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN562172412
Plan Effective Date2016-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Union Academy 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Union Academy 401(k) Plan, Total assets ($B): 0.006444896 · Participants: 345Union Academy 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Union Academy 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Union Academy 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Victorian Finance, LLC 401(k) P/S Plan in PA ($6M); by covered participants it is Sentry Data Systems, Inc. 401(k) Profit Sharing Plan in FL (345 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (345 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Union Academy 401(k) Plan assets move in 2022? ▼
Union Academy 401(k) Plan grew sharply - up 19.1% during 2022, from $5M to $6M. Reported net income was $1M.
Which 401(k) plans are similar in size to Union Academy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Victorian Finance, LLC 401(k) P/S Plan in PA ($6M, 172 participants).
Which 401(k) plans cover a similar participant headcount to Union Academy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sentry Data Systems, Inc. 401(k) Profit Sharing Plan in FL (345 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 562172412.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.