ESOP · DOL Form 5500 · 2024

Unison Solutions, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
49
Participants Small participant base
69th
Percentile by assets National rank
$381,633
Avg per participant High balance/head
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Official DOL plan name: Unison Solutions, Inc. Employee Stock Ownership Plan · Sponsored by Unison Solutions, Inc. · Iowa · Professional & Technical Services

$19M in assets, 49 participants

Unison Solutions, Inc.'s Unison Solutions, Inc. Employee Stock Ownership Plan reported $19M in total assets and 49 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,745 in Professional & Technical Services (20,173 peers)

Unison Solutions, Inc. multi-year trail

Unison Solutions, Inc.'s plans moved +137.6% in assets from 2022 to 2024; this filing shows Unison Solutions, Inc. Employee Stock Ownership Plan at $19M / 49 participants.

#13,745
in Professional & Technical Services (20,173 peers)
+55.4%
assets growth YoY

Unison Solutions, Inc. Employee Stock Ownership Plan's outsized position by total assets

Unison Solutions, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$18,700,005 Top 31% higher than 69% of 123,620 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 2024

Unison Solutions, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unison Solutions, Inc. Employee Stock Ownership Plan is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unison Solutions, Inc. Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Unison Solutions, Inc. Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Unison Solutions, Inc. Employee Stock Ownership Plan reported participants rose from 43 in the plan year 2023 filing to 49 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 352196075 · Unison Solutions, Inc. PY 2024 · ESOP

Unison Solutions, Inc. Employee Stock Ownership Plan · $19M · 49 · 69th

  • EIN $19M
  • EIN 49
  • EIN 69th
  • EIN ESOP
  • EIN near Legend Holding Company, Inc. Employee Stock Ownership Plan
  • EIN ind #13745

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 Iowa →

Unison Solutions, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Enroute Computer Solutions ESOPEnroute Computer Solutions E…$19MGenco Stamping and Manufacturing Company Employee Stock Ownership PlanGenco Stamping and Manufactu…$19MCascade Energy Employee Stock Ownership Plan and TrustCascade Energy Employee Stoc…$19MUnison Solutions, Inc. Employee Stock Ownership PlanUnison Solutions, Inc. Emplo…$19MLegend Holding Company, Inc. Employee Stock Ownership PlanLegend Holding Company, Inc.…$19M
End-of-year total assets ($M) among Unison Solutions, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Unison Solutions, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Unison Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 137.60058792788584% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.87M $18.7M ▲ +137.6%
Year Plans Participants Total Assets
2022 1 45 $8M
2023 1 43 $12M
2024 1 49 $19M

Unison Solutions, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)-$661K
Net Income$8M
Employer EIN352196075
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

Unison Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants Unison Solutions, Inc. Employee Stock Ownership Plan, Total assets ($M): 18.700005 · Participants: 49Unison Solutions, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 877.41862 · Participants: 819Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 658.666503 · Participants: 849Van Meter Industrial, Inc. Employee Stock Ownership PlanIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 498.079165 · Participants: 907Ita Group Holdings, Inc. Employees' Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 472.977214 · Participants: 658Precision, Inc. Employee Stock Ownership Plan and TrustVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.304167 · Participants: 1169Vgm Group, Inc. Employee Stock Ownership Plan
Unison Solutions, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Unison Solutions, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Unison Solutions, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Legend Holding Company, Inc. Employee Stock Ownership Plan in MI ($19M); by covered participants it is X-Cel Tooling, Inc. Employee Stock Ownership Plan in WI (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Unison Solutions, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Unison Solutions, Inc. Employee Stock Ownership Plan surged - up 55.4% during 2024, from $12M to $19M. Reported net income was $8M.
How have Unison Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unison Solutions, Inc.'s sponsor-wide assets grew 137.6%, from $8M to $19M.
Which ESOP plans are similar in size to Unison Solutions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Legend Holding Company, Inc. Employee Stock Ownership Plan in MI ($19M, 154 participants).
Which ESOP plans cover a similar participant headcount to Unison Solutions, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is X-Cel Tooling, Inc. Employee Stock Ownership Plan in WI (49 participants, $23M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 352196075.

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.