401(k) · DOL Form 5500 · 2023

Union Bank 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
131
Participants Small participant base
57th
Percentile by assets National rank
$70,910
Avg per participant Below avg balance/head
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Official DOL plan name: Union Bank 401(k) · Sponsored by Union Bank · Arkansas · Finance & Insurance

$9M in assets, 131 participants

Union Bank's Union Bank 401(k) reported $9M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,698 in Finance & Insurance (8,869 peers)

Coverage in Arkansas

Union Bank 401(k) covers 131 participants in Arkansas, about 5% of the average Arkansas filer (state average ~2,784 per filing). Assets: $9M.

#3,698
in Finance & Insurance (8,869 peers)
+8.0%
assets growth YoY

Union Bank 401(k)'s mid-pack asset rank among Finance & Insurance and all filers

Union Bank 401(k) vs every filed plan by assets

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

$9,289,156 Top 43% higher than 57% 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 Bank 401(k) 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 Bank 401(k) sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Union Bank 401(k) reported net income rose from -$1M in the plan year 2022 filing to $691K in the plan year 2023 filing.
  • Union Bank 401(k) end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Union Bank 401(k) reported participants rose from 126 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 710182110 · Union Bank PY 2023 · 401(k)

Union Bank 401(k) · $9M · 131 · 57th

  • VS-ST $9M
  • BOY 131
  • SCH 57th
  • EBSA 401(k)
  • PART near Culinaire 401(k) Plan
  • TYPE ind #3698

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 Finance & Insurance retirement plans → · Plans in Arkansas →

Union Bank 401(k) in the asset neighbourhood

Union Bank 401(k)$9MCulinaire 401(k) Plan$9MLandsman Development Corp. Retirement PlanLandsman Development Corp. R…$9MFilml.a., Inc. 401(k) Retirement PlanFilml.a., Inc. 401(k) Retire…$9MWilke Window & Door Company Inc. Profit Sharing & Savings PlanWilke Window & Door Company …$9M
End-of-year total assets ($M) among Union Bank 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arkansas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$691K
Employer EIN710182110
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Bank)

Sponsor-wide plan assets over time

All Union Bank plans reported in each filing year

Latest sponsor-wide plan assets
$10M 12.906262183213196% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.6M $9.71M ▲ +12.9%
Year Plans Participants Total Assets
2022 1 126 $9M
2023 1 131 $9M
2024 1 126 $10M

Nearby 401(k) Plans in Arkansas

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

Union Bank 401(k) vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -1001020304050 Total assets ($B) Participants Union Bank 401(k), Total assets ($B): 0.009289156 · Participants: 131Union Bank 401(k)Walmart 401(k) Plan, Total assets ($B): 41.538754799 · Participants: 1611202Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.539529752 · Participants: 113806Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 2.853974665 · Participants: 30034Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.318138116 · Participants: 39077J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.230072939 · Participants: 10991Windstream 401(k) Plan
Union Bank 401(k) vs. nearby 401(k) plans in Arkansas, assets vs. participants

Union Bank 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Culinaire 401(k) Plan in TX ($9M); by covered participants it is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Bank 401(k) assets move in 2023?
Union Bank 401(k) grew at a solid clip - up 8.0% during 2023, from $9M to $9M. Reported net income was $691K.
How have Union Bank plan assets changed over time?
Across 3 plan years on file (2022-2024), Union Bank's sponsor-wide assets grew 12.9%, from $9M to $10M.
Which 401(k) plans are similar in size to Union Bank 401(k)?
Among 401(k) plans in other states, the closest by assets is Culinaire 401(k) Plan in TX ($9M, 397 participants).
Which 401(k) plans cover a similar participant headcount to Union Bank 401(k)?
Among 401(k) plans in other states, the closest by covered participants is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants, N/A in assets).