401(k) · DOL Form 5500 · 2023

Union Supply Group, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
439
Participants Below avg headcount
53rd
Percentile by assets National rank
$17,302
Avg per participant Low balance/head
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Official DOL plan name: Union Supply Company, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Union Supply Group, Inc. · Texas · Professional & Technical Services

$8M in assets, 439 participants

Union Supply Group, Inc.'s Union Supply Company, Inc. 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 439 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,385 in Professional & Technical Services (20,321 peers)

Union Supply Group, Inc. multi-year trail

Union Supply Group, Inc.'s plans moved +12.0% in assets from 2022 to 2023; this filing shows Union Supply Company, Inc. 401(k) Profit Sharing Plan & Trust at $8M / 439 participants.

#10,385
in Professional & Technical Services (20,321 peers)
+12.0%
assets growth YoY

Union Supply Company, Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Union Supply Company, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$7,595,596 Top 47% higher than 53% 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 Supply Company, Inc. 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 Supply Company, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (439 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Union Supply Company, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $850K in the plan year 2023 filing.
  • Union Supply Company, Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 328 in the plan year 2022 filing to 439 in the plan year 2023 filing.
  • Union Supply Company, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330464758 · Union Supply Group, Inc. PY 2023 · 401(k)

Union Supply Company, Inc. 401(k) Profit Sharing Plan & Trust · $8M · 439 · 53rd

  • BOY $8M
  • BOY 439
  • BOY 53rd
  • BOY 401(k)
  • BOY near The Winsford Company, LLC 401(k) Plan
  • BOY ind #10385

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 Professional & Technical Services retirement plans → · Plans in Texas →

Union Supply Company, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Union Supply Company, Inc. 401(k) Profit Sharing Plan & TrustUnion Supply Company, Inc. 4…$8MThe Winsford Company, LLC 401(k) PlanThe Winsford Company, LLC 40…$8MSokol and Company 401(k) Salary Reduction Plan and TrustSokol and Company 401(k) Sal…$8M403(b) Thrift Plan for Bethany for Children & Families403(b) Thrift Plan for Betha…$8MJohn Volpi & Company, Inc. 401(k) PlanJohn Volpi & Company, Inc. 4…$8M
End-of-year total assets ($M) among Union Supply Company, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Union Supply Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Union Supply Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 12.005006577473734% vs 2022
2023 filing year
$6.5M$7M$7.5M$8M 20222023 $6.78M $7.6M ▲ +12.1%
Year Plans Participants Total Assets
2022 1 328 $7M
2023 1 439 $8M

Union Supply Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$850K
Employer EIN330464758
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Union Supply Company, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Union Supply Company, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.007595596 · Participants: 439Union Supply Company, Inc. 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Union Supply Company, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Union Supply Company, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Union Supply Company, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Winsford Company, LLC 401(k) Plan in CA ($8M); by covered participants it is Amerex Corporation 401(k) Savings Plan in AL (439 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (439 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 Supply Company, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Union Supply Company, Inc. 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 12.0% during 2023, from $7M to $8M. Reported net income was $850K.
How have Union Supply Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Union Supply Group, Inc.'s sponsor-wide assets grew 12.0%, from $7M to $8M.
Which 401(k) plans are similar in size to Union Supply Company, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Winsford Company, LLC 401(k) Plan in CA ($8M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Union Supply Company, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Amerex Corporation 401(k) Savings Plan in AL (439 participants, $48M 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 330464758.

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.