Profit Sharing · DOL Form 5500 · 2024
Unified Industries, Inc. 401(k) Plan
Data updated 2026-05-15
- $9M
- Total assets
- 68
- Participants
- 54th
- Percentile by assets
- $133,607
- Avg per participant
Sponsored by Unified Industries, Inc. · Virginia · Professional & Technical Services
What the 2024 filing shows
Unified Industries, Inc. 401(k) Plan holds $9M for 68 participants - about $133,607 per participant, above the median plan by assets, down 9.0% over the 2024 plan year.
- $9M
- total plan assets (2024 EOY)
- 68
- covered participants
- 54th
- percentile by assets (of 116,472 plans)
- $133,607
- avg assets per participant
The plan reported a net loss of $900K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Profit Sharing · DOL Form 5500 · 2024
What the Filing Says About Unified Industries, Inc. 401(k) Plan
Unified Industries, Inc. 401(k) Plan is a Profit Sharing retirement plan sponsored by Unified Industries, Inc., headquartered in Virginia. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 68 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 520904783, and the plan has been effective since 1987-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets pulled back noticeably from $10M at the beginning of 2024 to $9M at year-end - down 9.0%. Net assets (after liabilities) closed the year at $9M, with reported net income of -$900K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years Unified Industries, Inc. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $11M to $9M, a decline of 18.0%, while reported participants moved from 60 to 68 (+13.3%). The strongest year on file by total sponsor assets was 2022 at $11M; the softest was 2024 at $9M. Year-by-year, sponsor-wide filings show: 2022 - $11M in assets across 1 plan covering 60 participants; 2023 - $10M in assets across 1 plan covering 74 participants; 2024 - $9M in assets across 1 plan covering 68 participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Unified Industries, Inc. 401(k) Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Total Assets (End of Year) | $9M |
| Net Assets (End of Year) | $9M |
| Net Income | -$900K |
| Plan Type | Profit Sharing |
| Employer EIN | 520904783 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Unified Industries, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 60 | $11M |
| 2023 | 1 | 74 | $10M |
| 2024 | 1 | 68 | $9M |
Nearby Profit Sharing Plans in Virginia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
- Sentara 403(b) Savings Plan $3.7B · 28,192
- The George Washington University Supplemental Retirement Plan $1.6B · 8,262
- Leonardo Drs, Inc. 401(k) Plan $1.3B · 6,030
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
Frequently Asked Questions
How much money is in the Unified Industries, Inc. 401(k) Plan? ▼
What type of plan is Unified Industries, Inc. 401(k) Plan? ▼
Who sponsors the Unified Industries, Inc. 401(k) Plan? ▼
How did Unified Industries, Inc. 401(k) Plan perform in 2024? ▼
What this filing means
Ways to act on Unified Industries, Inc. 401(k) Plan's numbers.
- By total assets, Unified Industries, Inc. 401(k) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Virginia. Compare plans
- Unified Industries, Inc.'s sponsor-wide assets have declined 18.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans
- A Profit Sharing plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 520904783.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.