401(k) · DOL Form 5500 · 2023

Unity Bank 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
140
Participants Small participant base
53rd
Percentile by assets National rank
$56,287
Avg per participant Low balance/head
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Official DOL plan name: Unity Bank Group Retirement Plan · Sponsored by Unity Bank · Wisconsin · Finance & Insurance

$8M in assets, 140 participants

Unity Bank's Unity Bank Group Retirement Plan reported $8M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,415 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Unity Bank Group Retirement Plan covers 140 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#3,415
in Finance & Insurance (8,869 peers)
+9.2%
assets growth YoY

Unity Bank Group Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Unity Bank Group Retirement Plan vs every filed plan by assets

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

$7,880,187 Top 47% higher than 53% 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

Unity Bank Group Retirement 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. Unity Bank Group Retirement Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unity Bank Group Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $664K in the plan year 2023 filing.
  • Unity Bank Group Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Unity Bank Group Retirement Plan reported participants rose from 133 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 390532570 · Unity Bank PY 2023 · 401(k)

Unity Bank Group Retirement Plan · $8M · 140 · 53rd

  • 5500 $8M
  • ASSETS 140
  • PCT 53rd
  • EIN 401(k)
  • RANK near Professional Performance Development Group, Inc. 401(k) Plan
  • PHOTO ind #3415

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Unity Bank Group Retirement Plan in the asset neighbourhood

Unity Bank Group Retirement PlanUnity Bank Group Retirement …$8MProfessional Performance Development Group, Inc. 401(k) PlanProfessional Performance Dev…$8MMadison-Reed 401(k) Plan$8MAndale Ready Mix Central, Inc. 401(k) PlanAndale Ready Mix Central, In…$8MMalvern National Bank 401(k) Profit Sharing PlanMalvern National Bank 401(k)…$8M
End-of-year total assets ($M) among Unity Bank Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$664K
Employer EIN390532570
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unity Bank)

Sponsor-wide plan assets over time

All Unity Bank plans reported in each filing year

Latest sponsor-wide plan assets
$8M 14.44270709692833% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M 202220232024 $7.22M $8.26M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 133 $7M
2023 1 140 $8M
2024 1 134 $8M

Nearby 401(k) Plans in Wisconsin

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

Unity Bank Group Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Unity Bank Group Retirement Plan, Total assets ($B): 0.007880187 · Participants: 140Unity Bank Group Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Unity Bank Group Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Unity Bank Group Retirement Plan side-by-side with 3 peers →

Unity Bank Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Professional Performance Development Group, Inc. 401(k) Plan in TX ($8M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Unity Bank Group Retirement Plan assets move in 2023? ▼
Unity Bank Group Retirement Plan grew at a solid clip - up 9.2% during 2023, from $7M to $8M. Reported net income was $664K.
How have Unity Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unity Bank's sponsor-wide assets grew 14.4%, from $7M to $8M.
Which 401(k) plans are similar in size to Unity Bank Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Professional Performance Development Group, Inc. 401(k) Plan in TX ($8M, 177 participants).
Which 401(k) plans cover a similar participant headcount to Unity Bank Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Corporate Staff Employees in TX (140 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 390532570.

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.