401(k) · DOL Form 5500 · 2023

Union Partners I LLC 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
1,084
Participants Near avg headcount
83rd
Percentile by assets National rank
$38,483
Avg per participant Low balance/head
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Official DOL plan name: Union Partners I LLC 401(k) Saving Plan · Sponsored by Union Partners I LLC · Illinois · Manufacturing

$42M in assets, 1,084 participants

Union Partners I LLC's Union Partners I LLC 401(k) Saving Plan reported $42M in total assets and 1,084 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,331 in Manufacturing (18,722 peers)

Where Union Partners I LLC 401(k) Saving Plan sits by assets

Union Partners I LLC 401(k) Saving Plan sits in the top quartile of all filed plans by assets, $42M for 1,084 participants (~$38,483/participant), up 39.5% in 2023.

#14,331
in Manufacturing (18,722 peers)
+39.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Union Partners I LLC 401(k) Saving Plan's outsized position by total assets

Union Partners I LLC 401(k) Saving Plan vs every filed plan by assets

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

$41,715,581 Top 17% higher than 83% 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 Partners I LLC 401(k) Saving Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union Partners I LLC 401(k) Saving Plan lands in the large band (1,084 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Union Partners I LLC 401(k) Saving Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Union Partners I LLC 401(k) Saving Plan end-of-year assets rose from $30M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Union Partners I LLC 401(k) Saving Plan reported participants rose from 889 in the plan year 2022 filing to 1,084 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 471574790 · Union Partners I LLC PY 2023 · 401(k)

Union Partners I LLC 401(k) Saving Plan · $42M · 1,084 · 83rd

  • VS-ST $42M
  • VS-ST 1,084
  • VS-ST 83rd
  • VS-ST 401(k)
  • VS-ST near Levi Strauss & Co. Employee Long-Term Investment Savings Plan
  • VS-ST ind #14331

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 Manufacturing retirement plans → · Plans in Illinois →

Union Partners I LLC 401(k) Saving Plan in the asset neighbourhood

Union Partners I LLC 401(k) Saving PlanUnion Partners I LLC 401(k) …$42MLevi Strauss & Co. Employee Long-Term Investment Savings PlanLevi Strauss & Co. Employee …$42MIlpea Industries 401(k) Plan$42MInnovative Emergency Management, Inc. Retirement Savings PlanInnovative Emergency Managem…$42MTime Savings and Investment PlanTime Savings and Investment …$42M
End-of-year total assets ($M) among Union Partners I LLC 401(k) Saving Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$42M
Net Income$3M
Employer EIN471574790
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Partners I LLC)

Sponsor-wide plan assets over time

All Union Partners I LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 42.14881166477187% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.9M $42.5M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 889 $30M
2023 1 1,084 $42M
2024 1 1,039 $43M

Nearby 401(k) Plans in Illinois

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

Union Partners I LLC 401(k) Saving Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Union Partners I LLC 401(k) Saving Plan, Total assets ($B): 0.041715581 · Participants: 1084Union Partners I LLC 401(k) Saving PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Union Partners I LLC 401(k) Saving Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Union Partners I LLC 401(k) Saving Plan side-by-side with 3 peers →

Union Partners I LLC 401(k) Saving Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Levi Strauss & Co. Employee Long-Term Investment Savings Plan in CA ($42M); by covered participants it is Ciena Hrt/Buckeye 401(k) Plan in MI (1,084 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,084 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 Partners I LLC 401(k) Saving Plan assets move in 2023? ▼
Union Partners I LLC 401(k) Saving Plan surged - up 39.5% during 2023, from $30M to $42M. Reported net income was $3M.
How have Union Partners I LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Partners I LLC's sponsor-wide assets grew 42.1%, from $30M to $43M.
Where does Union Partners I LLC 401(k) Saving Plan rank by assets among Form 5500 filers? ▼
Union Partners I LLC 401(k) Saving Plan ranks in the 83rd 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 Partners I LLC 401(k) Saving Plan? ▼
Among 401(k) plans in other states, the closest by assets is Levi Strauss & Co. Employee Long-Term Investment Savings Plan in CA ($42M, 934 participants).
Which 401(k) plans cover a similar participant headcount to Union Partners I LLC 401(k) Saving Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ciena Hrt/Buckeye 401(k) Plan in MI (1,084 participants, $3M 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 471574790.

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.