401(k) · DOL Form 5500 · 2023

Union Special LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
87
Participants Small participant base
61st
Percentile by assets National rank
$127,465
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Union Special Retirement, Savings and Profit Sharing Plan · Sponsored by Union Special LLC · Illinois · Manufacturing

$11M in assets, 87 participants

Union Special LLC's Union Special Retirement, Savings and Profit Sharing Plan reported $11M in total assets and 87 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #8,898 in Manufacturing (18,722 peers)

What the 2023 filing shows

Union Special Retirement, Savings and Profit Sharing Plan holds $11M for 87 participants - about $127,465 per participant, above the median plan by assets.

#8,898
in Manufacturing (18,722 peers)
+1.4%
assets growth YoY

Union Special Retirement, Savings and Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Union Special Retirement, Savings and Profit Sharing Plan vs every filed plan by assets

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

$11,089,478 Top 39% higher than 61% 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

Union Special Retirement, Savings and Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union Special Retirement, Savings and Profit Sharing Plan is a small filing (87 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Union Special Retirement, Savings and Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $157K in the plan year 2023 filing.
  • Union Special Retirement, Savings and Profit Sharing Plan reported participants fell from 94 in the plan year 2022 filing to 87 in the plan year 2023 filing.
  • Union Special Retirement, Savings and Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 262167565 · Union Special LLC PY 2023 · 401(k)

Union Special Retirement, Savings and Profit Sharing Plan · $11M · 87 · 61st

  • BOY $11M
  • BOY 87
  • BOY 61st
  • BOY 401(k)
  • BOY near Kc Group 401(k) Plan
  • BOY ind #8898

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 Manufacturing retirement plans → · Plans in Illinois →

Union Special Retirement, Savings and Profit Sharing Plan in the asset neighbourhood

Union Special Retirement, Savings and Profit Sharing PlanUnion Special Retirement, Sa…$11MKc Group 401(k) Plan$11MWisconsin Stamping & Manufacturing, LLC 401(k) Savings PlanWisconsin Stamping & Manufac…$11MEponk Group, Ltd. 401(k) Profit Sharing PlanEponk Group, Ltd. 401(k) Pro…$11MSixt Rent a Car 401(k) Plan$11M
End-of-year total assets ($M) among Union Special Retirement, Savings and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$157K
Employer EIN262167565
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Special LLC)

Sponsor-wide plan assets over time

All Union Special LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 1.439678831798967% vs 2022
2023 filing year
$10.9M$11M$11M$11.1M$11.1M$11.2M 20222023 $10.9M $11.1M ▲ +1.5%
Year Plans Participants Total Assets
2022 1 94 $11M
2023 1 87 $11M

Nearby 401(k) Plans in Illinois

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

Union Special Retirement, Savings and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Union Special Retirement, Savings and Profit Sharing Plan, Total assets ($B): 0.011089478 · Participants: 87Union Special Retirement, Savings and Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Union Special Retirement, Savings and Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Union Special Retirement, Savings and Profit Sharing Plan side-by-side with 3 peers →

Union Special Retirement, Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Kc Group 401(k) Plan in MI ($11M); by covered participants it is Landrum & Brown 401(k) and Profit Sharing Plan in OH (87 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Union Special Retirement, Savings and Profit Sharing Plan assets move in 2023? ▼
Union Special Retirement, Savings and Profit Sharing Plan edged up modestly - up 1.4% during 2023, from $11M to $11M. Reported net income was $157K.
How have Union Special LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Union Special LLC's sponsor-wide assets grew 1.4%, from $11M to $11M.
Which 401(k) plans are similar in size to Union Special Retirement, Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kc Group 401(k) Plan in MI ($11M, 452 participants).
Which 401(k) plans cover a similar participant headcount to Union Special Retirement, Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Landrum & Brown 401(k) and Profit Sharing Plan in OH (87 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 262167565.

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.