401(k) · DOL Form 5500 · 2023

Unified Brands Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
577
Participants Below avg headcount
61st
Percentile by assets National rank
$19,397
Avg per participant Low balance/head
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Official DOL plan name: Unified Brands Retirement Savings Plan · Sponsored by Unified Brands Inc. · Mississippi · Manufacturing

$11M in assets, 577 participants

Unified Brands Inc.'s Unified Brands Retirement Savings Plan reported $11M in total assets and 577 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #8,948 in Manufacturing (18,722 peers)

Unified Brands Inc. multi-year trail

Unified Brands Inc.'s plans moved +162.2% in assets from 2022 to 2024; this filing shows Unified Brands Retirement Savings Plan at $11M / 577 participants.

#8,948
in Manufacturing (18,722 peers)
+98.6%
assets growth YoY

Unified Brands Retirement Savings Plan's mid-pack asset rank among Manufacturing and all filers

Unified Brands Retirement Savings Plan vs every filed plan by assets

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

$11,192,146 Top 39% higher than 61% 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

Unified Brands Retirement 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. Unified Brands Retirement Savings Plan sits mid-pack in the medium band (577 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unified Brands Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Unified Brands Retirement Savings Plan reported participants fell from 600 in the plan year 2022 filing to 577 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364199253 · Unified Brands Inc. PY 2023 · 401(k)

Unified Brands Retirement Savings Plan · $11M · 577 · 61st

  • NET $11M
  • BOOK 577
  • VS-ST 61st
  • BOY 401(k)
  • SCH near Wolstan & Goldberg Eye Associates, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #8948

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 Mississippi →

Unified Brands Retirement Savings Plan in the asset neighbourhood

Unified Brands Retirement Savings PlanUnified Brands Retirement Sa…$11MWolstan & Goldberg Eye Associates, Inc. 401(k) Profit Sharing PlanWolstan & Goldberg Eye Assoc…$11MBirtcher Anderson & Davis 401(k) PlanBirtcher Anderson & Davis 40…$11MTarco, Inc. 401(k) Plan$11MInto North America, Inc.401(k) PlanInto North America, Inc.401(…$11M
End-of-year total assets ($M) among Unified Brands Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Unified Brands Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Unified Brands Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 162.1557635538609% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $5.64M $14.8M ▲ +161.9%
Year Plans Participants Total Assets
2022 1 600 $6M
2023 1 577 $11M
2024 2 637 $15M

Unified Brands Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$11M
Net Income$6M
Employer EIN364199253
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

Unified Brands Retirement Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -20002004006008001000 Total assets ($M) Participants Unified Brands Retirement Savings Plan, Total assets ($M): 11.192146 · Participants: 577Unified Brands Retirement Savings PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Unified Brands Retirement Savings Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Unified Brands Retirement Savings Plan side-by-side with 3 peers →

Unified Brands Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Wolstan & Goldberg Eye Associates, Inc. 401(k) Profit Sharing Plan in CA ($11M); by covered participants it is Breg, Inc. 401(k) Plan in CA (577 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (577 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 Unified Brands Retirement Savings Plan assets move in 2023? ▼
Unified Brands Retirement Savings Plan surged - up 98.6% during 2023, from $6M to $11M. Reported net income was $6M.
How have Unified Brands Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unified Brands Inc.'s sponsor-wide assets grew 162.2%, from $6M to $15M.
Which 401(k) plans are similar in size to Unified Brands Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wolstan & Goldberg Eye Associates, Inc. 401(k) Profit Sharing Plan in CA ($11M, 31 participants).
Which 401(k) plans cover a similar participant headcount to Unified Brands Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Breg, Inc. 401(k) Plan in CA (577 participants, $37M 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 364199253.

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.