401(k) · DOL Form 5500 · 2023

Ungerboeck Systems International, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
236
Participants Below avg headcount
82nd
Percentile by assets National rank
$160,540
Avg per participant Above avg balance/head
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Official DOL plan name: Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan · Sponsored by Ungerboeck Systems International, Inc. · Missouri · Information & Media

$38M in assets, 236 participants

Ungerboeck Systems International, Inc.'s Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan reported $38M in total assets and 236 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,133 in Information & Media (2,818 peers)

Coverage in Missouri

Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan covers 236 participants in Missouri, about 32% of the average Missouri filer (state average ~737 per filing). Assets: $38M.

#2,133
in Information & Media (2,818 peers)
+29.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan's outsized position by total assets

Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$37,887,420 Top 18% higher than 82% 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

Ungerboeck Systems International, Inc. Profit Sharing 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. Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan sits mid-pack in the medium band (236 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan reported participants fell from 243 in the plan year 2022 filing to 236 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 431372405 · Ungerboeck Systems International, Inc. PY 2023 · 401(k)

Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan · $38M · 236 · 82nd

  • RANK $38M
  • PHOTO 236
  • IND 82nd
  • EOY 401(k)
  • 5500 near Ourisman Fairfax Toyota 401(k) Plan
  • ASSETS ind #2133

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 Information & Media retirement plans → · Plans in Missouri →

Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Ungerboeck Systems International, Inc. Profit Sharing 401(k) PlanUngerboeck Systems Internati…$38MOurisman Fairfax Toyota 401(k) PlanOurisman Fairfax Toyota 401(…$38MLiberty Dental Plan Corporation 401(k) PlanLiberty Dental Plan Corporat…$38MEmployees' Profit Sharing Plan and Trust of Boch EnterprisesEmployees' Profit Sharing Pl…$38MStellis Health, P.a. 401(k) Profit Sharing PlanStellis Health, P.a. 401(k) …$38M
End-of-year total assets ($M) among Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$38M
Net Income$9M
Employer EIN431372405
Plan Effective Date1988-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ungerboeck Systems International, Inc.)

Sponsor-wide plan assets over time

All Ungerboeck Systems International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 45.048345907921835% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.4M $42.6M ▲ +45.1%
Year Plans Participants Total Assets
2022 1 243 $29M
2023 1 236 $38M
2024 1 222 $43M

Nearby 401(k) Plans in Missouri

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

Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.03788742 · Participants: 236Ungerboeck Systems International, Inc. Profit Sharing 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Ourisman Fairfax Toyota 401(k) Plan in VA ($38M); by covered participants it is Cap Government Retirement Plan in FL (236 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (236 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 Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan assets move in 2023? ▼
Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan grew sharply - up 29.1% during 2023, from $29M to $38M. Reported net income was $9M.
How have Ungerboeck Systems International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ungerboeck Systems International, Inc.'s sponsor-wide assets grew 45.0%, from $29M to $43M.
Where does Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan ranks in the 82nd 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 Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ourisman Fairfax Toyota 401(k) Plan in VA ($38M, 516 participants).
Which 401(k) plans cover a similar participant headcount to Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cap Government Retirement Plan in FL (236 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 431372405.

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.