401(k) · DOL Form 5500 · 2024

United Equity, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
30
Participants Small participant base
29th
Percentile by assets National rank
$62,323
Avg per participant Low balance/head
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Official DOL plan name: United Equity Inc. 401(k) Plan · Sponsored by United Equity, Inc. · Ohio · Manufacturing

$2M in assets, 30 participants

United Equity, Inc.'s United Equity Inc. 401(k) Plan reported $2M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,387 in Manufacturing (17,777 peers)

United Equity, Inc. multi-year trail

United Equity, Inc.'s plans moved +30.4% in assets from 2022 to 2024; this filing shows United Equity Inc. 401(k) Plan at $2M / 30 participants.

#2,387
in Manufacturing (17,777 peers)
+19.6%
assets growth YoY

United Equity Inc. 401(k) Plan among the smaller filed plans by assets

United Equity Inc. 401(k) Plan vs every filed plan by assets

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

$1,869,681 29th percentile higher than 29% 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

United Equity Inc. 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. United Equity Inc. 401(k) Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Equity Inc. 401(k) Plan reported net income rose from $129K in the plan year 2023 filing to $307K in the plan year 2024 filing.
  • United Equity Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • United Equity Inc. 401(k) Plan reported participants rose from 26 in the plan year 2023 filing to 30 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 341403360 · United Equity, Inc. PY 2024 · 401(k)

United Equity Inc. 401(k) Plan · $2M · 30 · 29th

  • EBSA $2M
  • PART 30
  • TYPE 29th
  • NET 401(k)
  • BOOK near Slf 401(k) Plan
  • VS-ST ind #2387

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 Ohio →

United Equity Inc. 401(k) Plan in the asset neighbourhood

United Equity Inc. 401(k) PlanUnited Equity Inc. 401(k) Pl…$2MSlf 401(k) Plan$2MParamo Management & Consulting 401(k)Paramo Management & Consulti…$2MFar Properties and Associated Companies 401(k) PlanFar Properties and Associate…$2MBroadway Dental Associates PA 401(k) PlanBroadway Dental Associates P…$2M
End-of-year total assets ($M) among United Equity Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

United Equity, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All United Equity, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 30.443982890085337% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.43M $1.87M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 25 $1M
2023 1 26 $2M
2024 1 30 $2M

United Equity, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$307K
Employer EIN341403360
Plan Effective Date1998-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

United Equity Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants United Equity Inc. 401(k) Plan, Total assets ($B): 0.001869681 · Participants: 30United Equity Inc. 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
United Equity Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare United Equity Inc. 401(k) Plan side-by-side with 3 peers →

United Equity Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Slf 401(k) Plan in MS ($2M); by covered participants it is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (30 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 United Equity Inc. 401(k) Plan assets move in 2024? ▼
United Equity Inc. 401(k) Plan grew sharply - up 19.6% during 2024, from $2M to $2M. Reported net income was $307K.
How have United Equity, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Equity, Inc.'s sponsor-wide assets grew 30.4%, from $1M to $2M.
Which 401(k) plans are similar in size to United Equity Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Slf 401(k) Plan in MS ($2M, 19 participants).
Which 401(k) plans cover a similar participant headcount to United Equity Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants, $1M 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 341403360.

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.