Other · DOL Form 5500 · 2023
Union County Community Foundation Retirement Plan
Data updated 2026-08-25
- $90K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 6th
- Percentile by assets National rank
- $45,140
- Avg per participant Low balance/head
Official DOL plan name: Union County Community Foundation 403(b) Plan · Sponsored by Union County Community Foundation · Arkansas · Other Services
$90K in assets, 2 participants
Union County Community Foundation's Union County Community Foundation 403(b) Plan reported $90K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 6th 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.
- #963 in Other Services (7,857 peers)
Union County Community Foundation multi-year trail
Union County Community Foundation's plans moved +48.6% in assets from 2022 to 2024; this filing shows Union County Community Foundation 403(b) Plan at $90K / 2 participants.
- #963
- in Other Services (7,857 peers)
- +24.5%
- assets growth YoY
Union County Community Foundation 403(b) Plan among the smaller filed plans by assets
Union County Community Foundation 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$90,280 6th percentile higher than 6% 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
Union County Community Foundation 403(b) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union County Community Foundation 403(b) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Union County Community Foundation 403(b) Plan reported net income rose from $961 in the plan year 2022 filing to $18K in the plan year 2023 filing.
- Union County Community Foundation 403(b) Plan end-of-year assets rose from $72K in the plan year 2022 filing to $90K in the plan year 2023 filing.
DOL schedule card
Filing strip 311500805 · Union County Community Foundation PY 2023 · Other
Union County Community Foundation 403(b) Plan · $90K · 2 · 6th
- TYPE $90K
- TYPE 2
- TYPE 6th
- TYPE Other
- TYPE near The ERISA 403(b) Plan of Pig Iron Theatre Company,
- TYPE ind #963
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 Other Services retirement plans → · Plans in Arkansas →
Union County Community Foundation 403(b) Plan in the asset neighbourhood
Union County Community Foundation multi-year asset trail
Sponsor-wide plan assets over time
All Union County Community Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $108K 48.58687706037325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $72K |
| 2023 | 1 | 2 | $90K |
| 2024 | 1 | 2 | $108K |
Union County Community Foundation filing trail (2023)
| Total Assets (Beginning of Year) | $72K |
|---|---|
| Net Assets (End of Year) | $90K |
| Net Income | $18K |
| Employer EIN | 311500805 |
| Plan Effective Date | 2008-09-24 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Arkansas
Peer Other plans, same state, same plan type, ranked by total assets.
- Arkansas Children's Retirement Plan $392M · 4,803
- Baptist Health 403(b) Plan $376M · 10,987
- Harding University Defined Contribution Retirement Plan $189M · 693
- Hendrix College Defined Contribution Retirement Plan $95M · 483
- Winrock International Institute for Agricultural Development Defined Contribution Plan $85M · 241
Union County Community Foundation 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Arkansas, the nearest Other by assets is The ERISA 403(b) Plan of Pig Iron Theatre Company, in PA ($93K); by covered participants it is Tadalyssa, Inc. Retirement Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($90K here).
- The ERISA 403(b) Plan of Pig Iron Theatre Company, (PA) $93K · 10
- CCC403B2023 (OK) $94K · 10
- The Inn Home for Boys 403(b) 7 Plan (OR) $94K · N/A
- Fisher County Health Care Development 403b Plan (TX) $95K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (2 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.