Defined Benefit (Pension) · DOL Form 5500 · 2023

Unify Inc. Pension Plan

Data updated 2026-08-25

$232M
Total assets Near avg plan size
120
Participants Small participant base
95th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Unify Inc. Pension Plan · Sponsored by Unify Inc. · Arizona · Information & Media

$232M in assets, 120 participants

Unify Inc.'s Unify Inc. Pension Plan reported $232M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #2,614 in Information & Media (2,818 peers)

Coverage in Arizona

Unify Inc. Pension Plan covers 120 participants in Arizona, about 21% of the average Arizona filer (state average ~564 per filing). Assets: $232M.

#2,614
in Information & Media (2,818 peers)
-1.5%
assets change YoY
2.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Unify Inc. Pension Plan's outsized position by total assets

Unify Inc. Pension Plan vs every filed plan by assets

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

$231,882,281 Top 5% higher than 95% 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

Unify Inc. Pension 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. Unify Inc. Pension Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unify Inc. Pension Plan reported net income rose from -$67M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Unify Inc. Pension Plan reported participants fell from 135 in the plan year 2022 filing to 120 in the plan year 2023 filing.
  • Unify Inc. Pension Plan end-of-year assets fell from $235M in the plan year 2022 filing to $232M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 262722137 · Unify Inc. PY 2023 · Defined Benefit (Pension)

Unify Inc. Pension Plan · $232M · 120 · 95th

  • RANK $232M
  • RANK 120
  • RANK 95th
  • RANK Defined Benefit (Pension)
  • RANK near Ropes & Gray LLP Supplemental Retirement Shares Plan
  • RANK ind #2614

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 Information & Media retirement plans → · Plans in Arizona →

Unify Inc. Pension Plan in the asset neighbourhood

Alliant Energy Cash Balance Pension PlanAlliant Energy Cash Balance …$232MLynden Pension Equity Plan$232MUnify Inc. Pension Plan$232MRopes & Gray LLP Supplemental Retirement Shares PlanRopes & Gray LLP Supplementa…$232MFirst Citizens Bank & Trust Company, Inc. Pension PlanFirst Citizens Bank & Trust …$232M
End-of-year total assets ($M) among Unify Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$235M
Net Assets (End of Year)$232M
Net Income-$3M
Employer EIN262722137
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unify Inc.)

Sponsor-wide plan assets over time

All Unify Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$212M 9.775265797690324% vs 2022
2024 filing year
$210M$220M$230M$240M 202220232024 $235M $212M ▼ -9.8%
Year Plans Participants Total Assets
2022 1 135 $235M
2023 1 120 $232M
2024 1 82 $212M

Nearby Defined Benefit (Pension) Plans in Arizona

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Unify Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 01234 Total assets ($B) Participants Unify Inc. Pension Plan, Total assets ($B): 0.231882281 · Participants: 120Unify Inc. Pension PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.271793253 · Participants: 5824Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.784269809 · Participants: 4790Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.443465749 · Participants: 2597Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.005171309 · Participants: 19139Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.50129138 · Participants: 2483Avnet Pension Plan
Unify Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Unify Inc. Pension Plan side-by-side with 3 peers →

Unify Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Ropes & Gray LLP Supplemental Retirement Shares Plan in MA ($232M); by covered participants it is Kbf Cpas LLP Cash Balance Plan in OR (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Unify Inc. Pension Plan assets move in 2023? ▼
Unify Inc. Pension Plan edged down modestly - down 1.5% during 2023, from $235M to $232M. Reported net income was -$3M.
How have Unify Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unify Inc.'s sponsor-wide assets declined 9.8%, from $235M to $212M.
Where does Unify Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Unify Inc. Pension Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Unify Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ropes & Gray LLP Supplemental Retirement Shares Plan in MA ($232M, 332 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Unify Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kbf Cpas LLP Cash Balance Plan in OR (120 participants, $9M 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 262722137.

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.