401(k) · DOL Form 5500 · 2023

United Notions, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
114
Participants Small participant base
78th
Percentile by assets National rank
$242,887
Avg per participant Above avg balance/head
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Official DOL plan name: United Notions, Inc. 401(k) Plan · Sponsored by United Notions, Inc. · Texas · Wholesale Trade

$28M in assets, 114 participants

United Notions, Inc.'s United Notions, Inc. 401(k) Plan reported $28M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,858 in Wholesale Trade (6,309 peers)

Coverage in Texas

United Notions, Inc. 401(k) Plan covers 114 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $28M.

#4,858
in Wholesale Trade (6,309 peers)
+19.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

United Notions, Inc. 401(k) Plan's outsized position by total assets

United Notions, Inc. 401(k) Plan vs every filed plan by assets

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

$27,689,167 Top 22% higher than 78% of 127,068 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 2023

United Notions, 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. United Notions, Inc. 401(k) Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Notions, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • United Notions, Inc. 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • United Notions, Inc. 401(k) Plan reported participants rose from 104 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 751473570 · United Notions, Inc. PY 2023 · 401(k)

United Notions, Inc. 401(k) Plan · $28M · 114 · 78th

  • EOY $28M
  • EOY 114
  • EOY 78th
  • EOY 401(k)
  • EOY near Medrisk LLC 401(k) Plan
  • EOY ind #4858

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 Wholesale Trade retirement plans → · Plans in Texas →

United Notions, Inc. 401(k) Plan in the asset neighbourhood

United Notions, Inc. 401(k) PlanUnited Notions, Inc. 401(k) …$28MMedrisk LLC 401(k) Plan$28MTwo Farms Inc. Employees' 401(k) Profit SharingTwo Farms Inc. Employees' 40…$28MGeneral Equipment & Supplies, Inc. 401(k)General Equipment & Supplies…$28MMarkquart, Inc. 401(k) Profit Sharing PlanMarkquart, Inc. 401(k) Profi…$28M
End-of-year total assets ($M) among United Notions, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$28M
Net Income$5M
Employer EIN751473570
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Notions, Inc.)

Sponsor-wide plan assets over time

All United Notions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 27.072709517819437% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $23.2M $29.4M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 104 $23M
2023 1 114 $28M
2024 1 107 $29M

Nearby 401(k) Plans in Texas

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

United Notions, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants United Notions, Inc. 401(k) Plan, Total assets ($B): 0.027689167 · Participants: 114United Notions, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
United Notions, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare United Notions, Inc. 401(k) Plan side-by-side with 3 peers →

United Notions, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Medrisk LLC 401(k) Plan in PA ($28M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (114 participants); asset peers above are excluded.

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 United Notions, Inc. 401(k) Plan assets move in 2023? ▼
United Notions, Inc. 401(k) Plan grew sharply - up 19.5% during 2023, from $23M to $28M. Reported net income was $5M.
How have United Notions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Notions, Inc.'s sponsor-wide assets grew 27.1%, from $23M to $29M.
Where does United Notions, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
United Notions, Inc. 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to United Notions, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medrisk LLC 401(k) Plan in PA ($28M, 769 participants).
Which 401(k) plans cover a similar participant headcount to United Notions, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Medical Center 403b Plan in MN (114 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 751473570.

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.