401(k) · DOL Form 5500 · 2023

Unison Software, Inc. 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
294
Participants Below avg headcount
87th
Percentile by assets National rank
$205,923
Avg per participant Above avg balance/head
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Official DOL plan name: Unison 401(k) Plan · Sponsored by Unison Software, Inc. · Virginia · Professional & Technical Services

$61M in assets, 294 participants

Unison Software, Inc.'s Unison 401(k) Plan reported $61M in total assets and 294 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,996 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Unison 401(k) Plan covers 294 participants in Virginia, about 38% of the average Virginia filer (state average ~782 per filing). Assets: $61M.

#17,996
in Professional & Technical Services (20,321 peers)
+27.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Unison 401(k) Plan's outsized position by total assets

Unison 401(k) Plan vs every filed plan by assets

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

$60,541,274 Top 13% higher than 87% 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

Unison 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. Unison 401(k) Plan sits mid-pack in the medium band (294 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unison 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Unison 401(k) Plan end-of-year assets rose from $47M in the plan year 2022 filing to $61M in the plan year 2023 filing.
  • Unison 401(k) Plan reported participants fell from 350 in the plan year 2022 filing to 294 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 541304735 · Unison Software, Inc. PY 2023 · 401(k)

Unison 401(k) Plan · $61M · 294 · 87th

  • EBSA $61M
  • EBSA 294
  • EBSA 87th
  • EBSA 401(k)
  • EBSA near Doximity 401(k) Plan
  • EBSA ind #17996

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 Professional & Technical Services retirement plans → · Plans in Virginia →

Unison 401(k) Plan in the asset neighbourhood

Randa Accessories Retirement Savings PlanRanda Accessories Retirement…$61MCalpine Union 401(k) Retirement Savings PlanCalpine Union 401(k) Retirem…$61MPiazza Management Company 401(k) PlanPiazza Management Company 40…$61MUnison 401(k) Plan$61MDoximity 401(k) Plan$61M
End-of-year total assets ($M) among Unison 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$61M
Net Income$13M
Employer EIN541304735
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unison Software, Inc.)

Sponsor-wide plan assets over time

All Unison Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$73M 53.49107894522216% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $47.5M $72.9M ▲ +53.5%
Year Plans Participants Total Assets
2022 1 350 $47M
2023 1 294 $61M
2024 1 404 $73M

Nearby 401(k) Plans in Virginia

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

Unison 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Unison 401(k) Plan, Total assets ($B): 0.060541274 · Participants: 294Unison 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Unison 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Unison 401(k) Plan side-by-side with 3 peers →

Unison 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Doximity 401(k) Plan in CA ($61M); by covered participants it is University Cancer & Blood Center, LLC in GA (294 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (294 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 Unison 401(k) Plan assets move in 2023? ▼
Unison 401(k) Plan grew sharply - up 27.5% during 2023, from $47M to $61M. Reported net income was $13M.
How have Unison Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unison Software, Inc.'s sponsor-wide assets grew 53.5%, from $47M to $73M.
Where does Unison 401(k) Plan rank by assets among Form 5500 filers? ▼
Unison 401(k) Plan ranks in the 87th 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 Unison 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Doximity 401(k) Plan in CA ($61M, 709 participants).
Which 401(k) plans cover a similar participant headcount to Unison 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is University Cancer & Blood Center, LLC in GA (294 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 541304735.

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.