ESOP · DOL Form 5500 · 2023

Unity Holdings, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 64
Participants Small participant base: 52nd
Percentile by assets National rank: $116,321
Avg per participant Below avg balance/head

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Official DOL plan name: Unity Holdings, Inc. ESOP · Sponsored by Unity Holdings, Inc. · Wisconsin · Management of Enterprises

$7M in assets, 64 participants

Unity Holdings, Inc.'s Unity Holdings, Inc. ESOP reported $7M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

#376 in Management of Enterprises (1,137 peers)

Unity Holdings, Inc. multi-year trail

Unity Holdings, Inc.'s plans moved +101.1% in assets from 2022 to 2024; this filing shows Unity Holdings, Inc. ESOP at $7M / 64 participants.

#376
in Management of Enterprises (1,137 peers): +150.4%
assets growth YoY

Unity Holdings, Inc. ESOP's mid-pack asset rank among Management of Enterprises and all filers

Unity Holdings, Inc. ESOP vs every filed plan by assets

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

$7,444,567 Top 48% higher than 52% 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

Unity Holdings, Inc. ESOP among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unity Holdings, Inc. ESOP is a small filing (64 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Unity Holdings, Inc. ESOP reported net income rose from -$935K in the plan year 2022 filing to $5M in the plan year 2023 filing.
Unity Holdings, Inc. ESOP end-of-year assets rose from $3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Unity Holdings, Inc. ESOP reported participants fell from 75 in the plan year 2022 filing to 64 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 464188604 · Unity Holdings, Inc. PY 2023 · ESOP

Unity Holdings, Inc. ESOP · $7M · 64 · 52nd

RANK $7M
RANK 64
RANK 52nd
RANK ESOP
RANK near Edge Auto Employee Stock Ownership Plan
RANK ind #376

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 What is an ESOP? → · Plans in Wisconsin →

End-of-year total assets ($M) among Unity Holdings, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Unity Holdings, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $6M 101.1067661041026% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	75	$3M
2023	1	64	$7M
2024	1	N/A	$6M

Unity Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$7M
Net Income	$5M
Employer EIN	464188604
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Wisconsin

Peer ESOP plans, same state, same plan type, ranked by total assets.

Unity Holdings, Inc. ESOP vs. nearby ESOP plans in Wisconsin, assets vs. participants

Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
Ki Employee Stock Ownership Plan $511M · 1,624
Trachte Building Systems Employee Stock Ownership Plan $331M · 228
Wausau Supply Company Employee Stock Ownership Plan $315M · 808

Compare Unity Holdings, Inc. ESOP side-by-side with 3 peers →

Unity Holdings, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Edge Auto Employee Stock Ownership Plan in NY ($7M); by covered participants it is Minn-Dak, Co. Employee Stock Ownership Plan in ND (64 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Edge Auto Employee Stock Ownership Plan (NY) $7M · 61
Patriot Framing Employee Stock Ownership Plan (NV) $7M · 542
W.E.T., Inc. Employee Stock Ownership Plan and Trust (MT) $7M · 84
Mulkey Enterprises, Inc. Employee Stock Ownership Plan (GA) $7M · 40

Similar participant headcount

Nearest other-state filings by covered participants (64 participants); asset peers above are excluded.

Minn-Dak, Co. Employee Stock Ownership Plan (ND) 64 · 0 off
The Production Management Group, Ltd. ESOP (MD) 64 · 0 off
Ologie, Inc. Employee Stock Ownership Plan (OH) 64 · 0 off
Pile Dynamics, Inc. Employee Stock Ownership Plan (OH) 64 · 0 off

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 Unity Holdings, Inc. ESOP assets move in 2023? ▼

Unity Holdings, Inc. ESOP surged - up 150.4% during 2023, from $3M to $7M. Reported net income was $5M.

How have Unity Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Unity Holdings, Inc.'s sponsor-wide assets grew 101.1%, from $3M to $6M.

Which ESOP plans are similar in size to Unity Holdings, Inc. ESOP? ▼

Among ESOP plans in other states, the closest by assets is Edge Auto Employee Stock Ownership Plan in NY ($7M, 61 participants).

Which ESOP plans cover a similar participant headcount to Unity Holdings, Inc. ESOP? ▼

Among ESOP plans in other states, the closest by covered participants is Minn-Dak, Co. Employee Stock Ownership Plan in ND (64 participants, $26M 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 464188604.