401(k) · DOL Form 5500 · 2023
Unigroup C.a. 401(k) Plan
Data updated 2026-08-25
- $114M
- Total assets Near avg plan size
- 716
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $159,005
- Avg per participant Above avg balance/head
Official DOL plan name: Unigroup, C.a. Resources for Employees' Leisure Years Plan · Sponsored by Unigroup C.a. · Missouri · Transportation & Warehousing
$114M in assets, 716 participants
Unigroup C.a.'s Unigroup, C.a. Resources for Employees' Leisure Years Plan reported $114M in total assets and 716 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,031 in Transportation & Warehousing (3,362 peers)
Where Unigroup, C.a. Resources for Employees' Leisure Years Plan sits by assets
Unigroup, C.a. Resources for Employees' Leisure Years Plan sits in the top 10% of all filed plans by assets, $114M for 716 participants (~$159,005/participant), up 8.4% in 2023.
- #3,031
- in Transportation & Warehousing (3,362 peers)
- +8.4%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Unigroup, C.a. Resources for Employees' Leisure Years Plan's outsized position by total assets
Unigroup, C.a. Resources for Employees' Leisure Years Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$113,847,350 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Unigroup, C.a. Resources for Employees' Leisure Years 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. Unigroup, C.a. Resources for Employees' Leisure Years Plan sits mid-pack in the medium band (716 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Unigroup, C.a. Resources for Employees' Leisure Years Plan reported net income rose from -$34M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Unigroup, C.a. Resources for Employees' Leisure Years Plan end-of-year assets rose from $105M in the plan year 2022 filing to $114M in the plan year 2023 filing.
- Unigroup, C.a. Resources for Employees' Leisure Years Plan reported participants fell from 749 in the plan year 2022 filing to 716 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 430561790 · Unigroup C.a. PY 2023 · 401(k)
Unigroup, C.a. Resources for Employees' Leisure Years Plan · $114M · 716 · 92nd
- IND $114M
- IND 716
- IND 92nd
- IND 401(k)
- IND near Tms International Corporation Salaried Employees 401(k) & Psp
- IND ind #3031
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 Transportation & Warehousing retirement plans → · Plans in Missouri →
Unigroup, C.a. Resources for Employees' Leisure Years Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $105M |
|---|---|
| Net Assets (End of Year) | $114M |
| Net Income | $9M |
| Employer EIN | 430561790 |
| Plan Effective Date | 1987-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Unigroup C.a.)
Sponsor-wide plan assets over time
All Unigroup C.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $119M 13.458627929877153% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 749 | $105M |
| 2023 | 1 | 716 | $114M |
| 2024 | 1 | 589 | $119M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Unigroup, C.a. Resources for Employees' Leisure Years Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Tms International Corporation Salaried Employees 401(k) & Psp in PA ($114M); by covered participants it is Indigo Ag, Inc. 401(k) Plan in MA (716 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($114M here).
Similar participant headcount
Nearest other-state filings by covered participants (716 participants); asset peers above are excluded.
- Indigo Ag, Inc. 401(k) Plan (MA) 716 · 0 off
- Vector Solutions 401(k) Plan (FL) 716 · 0 off
- Holland Partner Group Operations, LLC 401(k) Plan (WA) 716 · 0 off
- Arizona Machinery Group Employees' Profit Sharing Retirement Plan (AZ) 716 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.