401(k) · DOL Form 5500 · 2024
Union Bank & Trust Company 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $77,455
- Avg per participant Below avg balance/head
Official DOL plan name: Union Bank & Trust Company 401(k) Plan · Sponsored by Union Bank & Trust Company · Tennessee · Finance & Insurance
$1M in assets, 13 participants
Union Bank & Trust Company's Union Bank & Trust Company 401(k) Plan reported $1M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #1,138 in Finance & Insurance (8,549 peers)
Union Bank & Trust Company multi-year trail
Union Bank & Trust Company's plans moved +14.2% in assets from 2022 to 2024; this filing shows Union Bank & Trust Company 401(k) Plan at $1M / 13 participants.
- #1,138
- in Finance & Insurance (8,549 peers)
- +7.9%
- assets growth YoY
Union Bank & Trust Company 401(k) Plan among the smaller filed plans by assets
Union Bank & Trust Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,006,914 23rd percentile higher than 23% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Union Bank & Trust Company 401(k) 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. Union Bank & Trust Company 401(k) Plan is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Union Bank & Trust Company 401(k) Plan reported net income rose from $51K in the plan year 2023 filing to $74K in the plan year 2024 filing.
- Union Bank & Trust Company 401(k) Plan reported participants fell from 15 in the plan year 2023 filing to 13 in the plan year 2024 filing.
- Union Bank & Trust Company 401(k) Plan end-of-year assets rose from $933K in the plan year 2023 filing to $1M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 620391100 · Union Bank & Trust Company PY 2024 · 401(k)
Union Bank & Trust Company 401(k) Plan · $1M · 13 · 23rd
- VS-ST $1M
- VS-ST 13
- VS-ST 23rd
- VS-ST 401(k)
- VS-ST near Hocking & Schulenberg, LLC Profit Sharing Plan
- VS-ST ind #1138
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 Tennessee →
Union Bank & Trust Company 401(k) Plan in the asset neighbourhood
Union Bank & Trust Company multi-year asset trail
Sponsor-wide plan assets over time
All Union Bank & Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 14.190550066682997% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $882K |
| 2023 | 1 | 15 | $933K |
| 2024 | 1 | 13 | $1M |
Union Bank & Trust Company filing trail (2024)
| Total Assets (Beginning of Year) | $933K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $74K |
| Employer EIN | 620391100 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Union Bank & Trust Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Hocking & Schulenberg, LLC Profit Sharing Plan in NE ($1M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Hocking & Schulenberg, LLC Profit Sharing Plan (NE) $1M · 5
- Pender's 401(k) Plan (TX) $1M · 9
- Kc Property 401(k) (MO) $1M · 1
- Quane Mccoll, PLLC 401(k) Plan (ID) $1M · 7
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
- Kaspien Inc. 401(k) Plan (WA) 13 · 0 off
- The Stock Exchange Bank 401(k) Plan Tr. (KS) 13 · 0 off
- Bznds Enterprise, Inc. 401(k) Plan (MI) 13 · 0 off
- Salem Plastic Surgery, Inc. 401(k) Profit Sharing Plan & Trust (NC) 13 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.