401(k) · DOL Form 5500 · 2023

Unaka Company, Inc 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
807
Participants Near avg headcount
82nd
Percentile by assets National rank
$44,141
Avg per participant Low balance/head
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Official DOL plan name: Unaka Company 401(k) Profit Sharing Plan · Sponsored by Unaka Company, Inc · Tennessee · Management of Enterprises

$36M in assets, 807 participants

Unaka Company, Inc's Unaka Company 401(k) Profit Sharing Plan reported $36M in total assets and 807 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #709 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Unaka Company 401(k) Profit Sharing Plan ranks #709 of 1,137 2023 filers by assets (998% of the sector average)-$36M for 807 participants.

#709
in Management of Enterprises (1,137 peers)
+10.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Unaka Company 401(k) Profit Sharing Plan's outsized position by total assets

Unaka Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$35,621,416 Top 18% higher than 82% 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

Unaka Company 401(k) Profit Sharing 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. Unaka Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (807 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unaka Company 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Unaka Company 401(k) Profit Sharing Plan end-of-year assets rose from $32M in the plan year 2022 filing to $36M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 620506766 · Unaka Company, Inc PY 2023 · 401(k)

Unaka Company 401(k) Profit Sharing Plan · $36M · 807 · 82nd

  • PHOTO $36M
  • PHOTO 807
  • PHOTO 82nd
  • PHOTO 401(k)
  • PHOTO near F & M Trust 401(k) Plan
  • PHOTO ind #709

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 Management of Enterprises retirement plans → · Plans in Tennessee →

Unaka Company 401(k) Profit Sharing Plan in the asset neighbourhood

Oneida Esc Group, LLC 401(k) Profit Sharing PlanOneida Esc Group, LLC 401(k)…$36MUnaka Company 401(k) Profit Sharing PlanUnaka Company 401(k) Profit …$36MF & M Trust 401(k) Plan$36MSoutheast Christian Church Restated Retirement and Savings PlanSoutheast Christian Church R…$36MSacramento Ent Medical Group Inc. Profit Sharing PlanSacramento Ent Medical Group…$36M
End-of-year total assets ($M) among Unaka Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$36M
Net Income$3M
Employer EIN620506766
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unaka Company, Inc)

Sponsor-wide plan assets over time

All Unaka Company, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$40M 22.73309354115529% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32.2M $39.5M ▲ +22.7%
Year Plans Participants Total Assets
2022 1 803 $32M
2023 1 807 $36M
2024 1 732 $40M

Nearby 401(k) Plans in Tennessee

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

Unaka Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Unaka Company 401(k) Profit Sharing Plan, Total assets ($B): 0.035621416 · Participants: 807Unaka Company 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Unaka Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Unaka Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Unaka Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is F & M Trust 401(k) Plan in PA ($36M); by covered participants it is Merit Energy Company Savings Trust in TX (807 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (807 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 Unaka Company 401(k) Profit Sharing Plan assets move in 2023? ▼
Unaka Company 401(k) Profit Sharing Plan grew at a solid clip - up 10.6% during 2023, from $32M to $36M. Reported net income was $3M.
How have Unaka Company, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unaka Company, Inc's sponsor-wide assets grew 22.7%, from $32M to $40M.
Where does Unaka Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Unaka Company 401(k) Profit Sharing Plan ranks in the 82nd 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 Unaka Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is F & M Trust 401(k) Plan in PA ($36M, 270 participants).
Which 401(k) plans cover a similar participant headcount to Unaka Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Merit Energy Company Savings Trust in TX (807 participants, $233M 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 620506766.

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.