401(k) · DOL Form 5500 · 2023

Union Savings Bank 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
353
Participants Below avg headcount
88th
Percentile by assets National rank
$190,730
Avg per participant Above avg balance/head
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Official DOL plan name: Union Savings Bank 401(k) Profit Sharing Plan & Trust · Sponsored by Union Savings Bank · Connecticut · Finance & Insurance

$67M in assets, 353 participants

Union Savings Bank's Union Savings Bank 401(k) Profit Sharing Plan & Trust reported $67M in total assets and 353 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,272 in Finance & Insurance (8,869 peers)

Coverage in Connecticut

Union Savings Bank 401(k) Profit Sharing Plan & Trust covers 353 participants in Connecticut, about 49% of the average Connecticut filer (state average ~718 per filing). Assets: $67M.

#7,272
in Finance & Insurance (8,869 peers)
+17.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Union Savings Bank 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Union Savings Bank 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$67,327,624 Top 12% higher than 88% 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

Union Savings Bank 401(k) Profit Sharing Plan & Trust 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. Union Savings Bank 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (353 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Union Savings Bank 401(k) Profit Sharing Plan & Trust reported net income rose from -$9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Union Savings Bank 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $57M in the plan year 2022 filing to $67M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 060570800 · Union Savings Bank PY 2023 · 401(k)

Union Savings Bank 401(k) Profit Sharing Plan & Trust · $67M · 353 · 88th

  • EOY $67M
  • EOY 353
  • EOY 88th
  • EOY 401(k)
  • EOY near Svb Securities 401(k) Plan
  • EOY ind #7272

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 Connecticut →

Union Savings Bank 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Rathje Companies 401(k) Plan$67MUnion Savings Bank 401(k) Profit Sharing Plan & TrustUnion Savings Bank 401(k) Pr…$67MSvb Securities 401(k) Plan$67MParts Authority LLC Profit Share/401(k) PlanParts Authority LLC Profit S…$67MLiquidpower Specialty Products Inc. 401(k) and Profit Sharing PlanLiquidpower Specialty Produc…$67M
End-of-year total assets ($M) among Union Savings Bank 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$67M
Net Income$10M
Employer EIN060570800
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Savings Bank)

Sponsor-wide plan assets over time

All Union Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$191M 17.158906304260768% vs 2022
2024 filing year
$160M$170M$180M$190M$200M 202220232024 $163M $191M ▲ +17.2%
Year Plans Participants Total Assets
2022 2 680 $163M
2023 2 659 $183M
2024 2 675 $191M

Nearby 401(k) Plans in Connecticut

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

Union Savings Bank 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Union Savings Bank 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.067327624 · Participants: 353Union Savings Bank 401(k) Profit Sharing Plan & TrustRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Union Savings Bank 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Union Savings Bank 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Union Savings Bank 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Svb Securities 401(k) Plan in MA ($67M); by covered participants it is Elementia USA LLC Retirement Plan in TX (353 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($67M here).

Similar participant headcount

Nearest other-state filings by covered participants (353 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 Union Savings Bank 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Union Savings Bank 401(k) Profit Sharing Plan & Trust grew sharply - up 17.5% during 2023, from $57M to $67M. Reported net income was $10M.
How have Union Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Savings Bank's sponsor-wide assets grew 17.2%, from $163M to $191M.
Where does Union Savings Bank 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Union Savings Bank 401(k) Profit Sharing Plan & Trust ranks in the 88th 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 Union Savings Bank 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Svb Securities 401(k) Plan in MA ($67M, 469 participants).
Which 401(k) plans cover a similar participant headcount to Union Savings Bank 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Elementia USA LLC Retirement Plan in TX (353 participants, $10M 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 060570800.

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.