401(k) · DOL Form 5500 · 2023

United Ohio Insurance Company 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
260
Participants Below avg headcount
84th
Percentile by assets National rank
$167,339
Avg per participant Above avg balance/head
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Official DOL plan name: United Ohio Insurance Company 401(k) Savings Plan · Sponsored by United Ohio Insurance Company · Ohio · Finance & Insurance

$44M in assets, 260 participants

United Ohio Insurance Company's United Ohio Insurance Company 401(k) Savings Plan reported $44M in total assets and 260 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,694 in Finance & Insurance (8,869 peers)

Coverage in Ohio

United Ohio Insurance Company 401(k) Savings Plan covers 260 participants in Ohio, about 34% of the average Ohio filer (state average ~765 per filing). Assets: $44M.

#6,694
in Finance & Insurance (8,869 peers)
+14.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

United Ohio Insurance Company 401(k) Savings Plan's outsized position by total assets

United Ohio Insurance Company 401(k) Savings Plan vs every filed plan by assets

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

$43,508,225 Top 16% higher than 84% 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

United Ohio Insurance Company 401(k) 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. United Ohio Insurance Company 401(k) Savings Plan sits mid-pack in the medium band (260 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Ohio Insurance Company 401(k) Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • United Ohio Insurance Company 401(k) Savings Plan end-of-year assets rose from $38M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • United Ohio Insurance Company 401(k) Savings Plan reported participants rose from 236 in the plan year 2022 filing to 260 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341008736 · United Ohio Insurance Company PY 2023 · 401(k)

United Ohio Insurance Company 401(k) Savings Plan · $44M · 260 · 84th

  • BOY $44M
  • SCH 260
  • EBSA 84th
  • PART 401(k)
  • TYPE near Galloway, Inc. and Affiliated Employers 401(k) Savings Plan
  • NET ind #6694

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 Finance & Insurance retirement plans → · Plans in Ohio →

United Ohio Insurance Company 401(k) Savings Plan in the asset neighbourhood

United Ohio Insurance Company 401(k) Savings PlanUnited Ohio Insurance Compan…$44MGalloway, Inc. and Affiliated Employers 401(k) Savings PlanGalloway, Inc. and Affiliate…$44MPiedmont Plastic Surgery, P.a. 401(k) PlanPiedmont Plastic Surgery, P.…$44MPuckett Machinery Company 401(k) Retirement Savings Plan and TrustPuckett Machinery Company 40…$44MQuench USA, Inc. 401(k) Profit Sharing Plan & TrustQuench USA, Inc. 401(k) Prof…$44M
End-of-year total assets ($M) among United Ohio Insurance Company 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$44M
Net Income$6M
Employer EIN341008736
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Ohio Insurance Company)

Sponsor-wide plan assets over time

All United Ohio Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$70M 10.492636097788779% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $63.3M $69.9M ▲ +10.5%
Year Plans Participants Total Assets
2022 2 293 $63M
2023 2 312 $70M
2024 2 318 $70M

Nearby 401(k) Plans in Ohio

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

United Ohio Insurance Company 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants United Ohio Insurance Company 401(k) Savings Plan, Total assets ($B): 0.043508225 · Participants: 260United Ohio Insurance Company 401(k) Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
United Ohio Insurance Company 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare United Ohio Insurance Company 401(k) Savings Plan side-by-side with 3 peers →

United Ohio Insurance Company 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Galloway, Inc. and Affiliated Employers 401(k) Savings Plan in FL ($44M); by covered participants it is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (260 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 United Ohio Insurance Company 401(k) Savings Plan assets move in 2023? ▼
United Ohio Insurance Company 401(k) Savings Plan grew at a solid clip - up 14.8% during 2023, from $38M to $44M. Reported net income was $6M.
How have United Ohio Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Ohio Insurance Company's sponsor-wide assets grew 10.5%, from $63M to $70M.
Where does United Ohio Insurance Company 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
United Ohio Insurance Company 401(k) Savings Plan ranks in the 84th 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 United Ohio Insurance Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Galloway, Inc. and Affiliated Employers 401(k) Savings Plan in FL ($44M, 129 participants).
Which 401(k) plans cover a similar participant headcount to United Ohio Insurance Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants, $7M 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 341008736.

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.