401(k) · DOL Form 5500 · 2023

Unex Corp 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
270
Participants Below avg headcount
74th
Percentile by assets National rank
$79,884
Avg per participant Below avg balance/head
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Official DOL plan name: Unex Corp 401(k) Profit Sharing Plan and Trust · Sponsored by Unex Corp · New Jersey · Wholesale Trade

$22M in assets, 270 participants

Unex Corp's Unex Corp 401(k) Profit Sharing Plan and Trust reported $22M in total assets and 270 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,497 in Wholesale Trade (6,309 peers)

Coverage in New Jersey

Unex Corp 401(k) Profit Sharing Plan and Trust covers 270 participants in New Jersey, about 32% of the average New Jersey filer (state average ~844 per filing). Assets: $22M.

#4,497
in Wholesale Trade (6,309 peers)
+27.9%
assets growth YoY

Unex Corp 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Unex Corp 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$21,568,696 Top 26% higher than 74% 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

Unex Corp 401(k) Profit Sharing Plan and Trust 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. Unex Corp 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unex Corp 401(k) Profit Sharing Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Unex Corp 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $17M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Unex Corp 401(k) Profit Sharing Plan and Trust reported participants rose from 232 in the plan year 2022 filing to 270 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 221919954 · Unex Corp PY 2023 · 401(k)

Unex Corp 401(k) Profit Sharing Plan and Trust · $22M · 270 · 74th

  • RANK $22M
  • PHOTO 270
  • IND 74th
  • EOY 401(k)
  • 5500 near James B. Nutter & Company Profit Sharing Plan
  • ASSETS ind #4497

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Unex Corp 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Unex Corp 401(k) Profit Sharing Plan and TrustUnex Corp 401(k) Profit Shar…$22MJames B. Nutter & Company Profit Sharing PlanJames B. Nutter & Company Pr…$22MIbo Defined Contribution Plan$22MNovum Structures, LLC 401(k) Retirement PlanNovum Structures, LLC 401(k)…$22MG & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated PlanG & J Pepsi-Cola Bottlers, I…$22M
End-of-year total assets ($M) among Unex Corp 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$22M
Net Income$5M
Employer EIN221919954
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unex Corp)

Sponsor-wide plan assets over time

All Unex Corp plans reported in each filing year

Latest sponsor-wide plan assets
$27M 58.85029961715487% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.9M $26.8M ▲ +58.8%
Year Plans Participants Total Assets
2022 1 232 $17M
2023 1 270 $22M
2024 1 301 $27M

Nearby 401(k) Plans in New Jersey

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

Unex Corp 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Unex Corp 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.021568696 · Participants: 270Unex Corp 401(k) Profit Sharing Plan and TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Unex Corp 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Unex Corp 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Unex Corp 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is James B. Nutter & Company Profit Sharing Plan in MO ($22M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 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 Unex Corp 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Unex Corp 401(k) Profit Sharing Plan and Trust grew sharply - up 27.9% during 2023, from $17M to $22M. Reported net income was $5M.
How have Unex Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unex Corp's sponsor-wide assets grew 58.9%, from $17M to $27M.
Which 401(k) plans are similar in size to Unex Corp 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is James B. Nutter & Company Profit Sharing Plan in MO ($22M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Unex Corp 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (270 participants, $3M 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 221919954.

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.