401(k) · DOL Form 5500 · 2023

U.S. Union Tool, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
34
Participants Small participant base
40th
Percentile by assets National rank
$118,184
Avg per participant Near avg balance/head
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Official DOL plan name: U.S. Union Tool, Inc. 401(k) Plan · Sponsored by U.S. Union Tool, Inc. · California · Manufacturing

$4M in assets, 34 participants

U.S. Union Tool, Inc.'s U.S. Union Tool, Inc. 401(k) Plan reported $4M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,399 in Manufacturing (18,722 peers)

U.S. Union Tool, Inc. multi-year trail

U.S. Union Tool, Inc.'s plans moved +26.3% in assets from 2022 to 2024; this filing shows U.S. Union Tool, Inc. 401(k) Plan at $4M / 34 participants.

#4,399
in Manufacturing (18,722 peers)
+26.3%
assets growth YoY

U.S. Union Tool, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

U.S. Union Tool, Inc. 401(k) Plan vs every filed plan by assets

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

$4,018,267 40th percentile higher than 40% 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

U.S. Union Tool, Inc. 401(k) 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. U.S. Union Tool, Inc. 401(k) Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • U.S. Union Tool, Inc. 401(k) Plan reported net income rose from -$863K in the plan year 2022 filing to $837K in the plan year 2023 filing.
  • U.S. Union Tool, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • U.S. Union Tool, Inc. 401(k) Plan reported participants fell from 37 in the plan year 2022 filing to 34 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 953609890 · U.S. Union Tool, Inc. PY 2023 · 401(k)

U.S. Union Tool, Inc. 401(k) Plan · $4M · 34 · 40th

  • BOOK $4M
  • BOOK 34
  • BOOK 40th
  • BOOK 401(k)
  • BOOK near Rose Exterminator Company, Inc. 401(k) Plan
  • BOOK ind #4399

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 California →

U.S. Union Tool, Inc. 401(k) Plan in the asset neighbourhood

U.S. Union Tool, Inc. 401(k) PlanU.S. Union Tool, Inc. 401(k)…$4MRose Exterminator Company, Inc. 401(k) PlanRose Exterminator Company, I…$4MLamco Systems, Inc. Profit Sharing TrustLamco Systems, Inc. Profit S…$4MApollo Professional Solutions, Inc. 401(k) PlanApollo Professional Solution…$4MArizona Capital Source 401(k) PlanArizona Capital Source 401(k…$4M
End-of-year total assets ($M) among U.S. Union Tool, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

U.S. Union Tool, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All U.S. Union Tool, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 26.324845104705197% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.18M $4.02M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 37 $3M
2023 1 34 $4M
2024 1 24 $4M

U.S. Union Tool, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$837K
Employer EIN953609890
Plan Effective Date1995-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

U.S. Union Tool, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants U.S. Union Tool, Inc. 401(k) Plan, Total assets ($B): 0.004018267 · Participants: 34U.S. Union Tool, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
U.S. Union Tool, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare U.S. Union Tool, Inc. 401(k) Plan side-by-side with 3 peers →

U.S. Union Tool, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rose Exterminator Company, Inc. 401(k) Plan in IL ($4M); by covered participants it is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 U.S. Union Tool, Inc. 401(k) Plan assets move in 2023? ▼
U.S. Union Tool, Inc. 401(k) Plan grew sharply - up 26.3% during 2023, from $3M to $4M. Reported net income was $837K.
How have U.S. Union Tool, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.S. Union Tool, Inc.'s sponsor-wide assets grew 26.3%, from $3M to $4M.
Which 401(k) plans are similar in size to U.S. Union Tool, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rose Exterminator Company, Inc. 401(k) Plan in IL ($4M, 149 participants).
Which 401(k) plans cover a similar participant headcount to U.S. Union Tool, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 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 953609890.

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.