401(k) · DOL Form 5500 · 2023

Union Agener, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
178
Participants Small participant base
69th
Percentile by assets National rank
$91,103
Avg per participant Below avg balance/head
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Official DOL plan name: Union Agener, Inc. 401(k) Savings Plan · Sponsored by Union Agener, Inc. · Georgia · Manufacturing

$16M in assets, 178 participants

Union Agener, Inc.'s Union Agener, Inc. 401(k) Savings Plan reported $16M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,774 in Manufacturing (18,722 peers)

Coverage in Georgia

Union Agener, Inc. 401(k) Savings Plan covers 178 participants in Georgia, about 16% of the average Georgia filer (state average ~1,096 per filing). Assets: $16M.

#10,774
in Manufacturing (18,722 peers)
+38.6%
assets growth YoY

Union Agener, Inc. 401(k) Savings Plan's outsized position by total assets

Union Agener, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$16,216,328 Top 31% higher than 69% 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 Agener, Inc. 401(k) Savings 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. Union Agener, Inc. 401(k) Savings Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Union Agener, Inc. 401(k) Savings Plan reported net income rose from -$568K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Union Agener, Inc. 401(k) Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Union Agener, Inc. 401(k) Savings Plan reported participants rose from 169 in the plan year 2022 filing to 178 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 831712317 · Union Agener, Inc. PY 2023 · 401(k)

Union Agener, Inc. 401(k) Savings Plan · $16M · 178 · 69th

  • EOY $16M
  • 5500 178
  • ASSETS 69th
  • PCT 401(k)
  • EIN near Bcer Engineering, Inc 401(k) Retirement Plan
  • RANK ind #10774

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 Georgia →

Union Agener, Inc. 401(k) Savings Plan in the asset neighbourhood

Union Agener, Inc. 401(k) Savings PlanUnion Agener, Inc. 401(k) Sa…$16MBcer Engineering, Inc 401(k) Retirement PlanBcer Engineering, Inc 401(k)…$16MUrology Nevada, Ltd. 401(k) Profit Sharing PlanUrology Nevada, Ltd. 401(k) …$16MAvd 401(k) Plan$16MGypsum Systems Management 401(k) PlanGypsum Systems Management 40…$16M
End-of-year total assets ($M) among Union Agener, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$5M
Employer EIN831712317
Plan Effective Date2018-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Agener, Inc.)

Sponsor-wide plan assets over time

All Union Agener, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 64.96035725389527% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.7M $19.3M ▲ +65.0%
Year Plans Participants Total Assets
2022 1 169 $12M
2023 1 178 $16M
2024 1 173 $19M

Nearby 401(k) Plans in Georgia

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

Union Agener, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Union Agener, Inc. 401(k) Savings Plan, Total assets ($B): 0.016216328 · Participants: 178Union Agener, Inc. 401(k) Savings PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Union Agener, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Union Agener, Inc. 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Bcer Engineering, Inc 401(k) Retirement Plan in CO ($16M); by covered participants it is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Agener, Inc. 401(k) Savings Plan assets move in 2023? ▼
Union Agener, Inc. 401(k) Savings Plan surged - up 38.6% during 2023, from $12M to $16M. Reported net income was $5M.
How have Union Agener, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Agener, Inc.'s sponsor-wide assets grew 65.0%, from $12M to $19M.
Which 401(k) plans are similar in size to Union Agener, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bcer Engineering, Inc 401(k) Retirement Plan in CO ($16M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Union Agener, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 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 831712317.

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.