401(k) · DOL Form 5500 · 2024

Unit4 Business Software, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
131
Participants Small participant base
62nd
Percentile by assets National rank
$100,459
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Unit4 401(k) Plan · Sponsored by Unit4 Business Software, Inc. · Florida · Professional & Technical Services

$13M in assets, 131 participants

Unit4 Business Software, Inc.'s Unit4 401(k) Plan reported $13M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,215 in Professional & Technical Services (20,173 peers)

Coverage in Florida

Unit4 401(k) Plan covers 131 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $13M.

#12,215
in Professional & Technical Services (20,173 peers)
+12.7%
assets growth YoY

Unit4 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Unit4 401(k) Plan vs every filed plan by assets

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

$13,160,107 Top 38% higher than 62% 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

Unit4 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unit4 401(k) Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unit4 401(k) Plan reported participants fell from 163 in the plan year 2023 filing to 131 in the plan year 2024 filing.
  • Unit4 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 043461317 · Unit4 Business Software, Inc. PY 2024 · 401(k)

Unit4 401(k) Plan · $13M · 131 · 62nd

  • 5500 $13M
  • ASSETS 131
  • PCT 62nd
  • EIN 401(k)
  • RANK near Aspect Ratio, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #12215

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 Professional & Technical Services retirement plans → · Plans in Florida →

Unit4 401(k) Plan in the asset neighbourhood

Unit4 401(k) Plan$13MAspect Ratio, Inc. 401(k) Profit Sharing PlanAspect Ratio, Inc. 401(k) Pr…$13MEvervet 401(k) Retirement PlanEvervet 401(k) Retirement Pl…$13MWoodcraft 401(k) Plan$13MPaul Capital Advisors LLC Savings and Investment PlanPaul Capital Advisors LLC Sa…$13M
End-of-year total assets ($M) among Unit4 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN043461317
Plan Effective Date2000-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unit4 Business Software, Inc.)

Sponsor-wide plan assets over time

All Unit4 Business Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 30.887159079516685% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10.1M $13.2M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 163 $10M
2023 1 163 $12M
2024 1 131 $13M

Nearby 401(k) Plans in Florida

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

Unit4 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Unit4 401(k) Plan, Total assets ($B): 0.013160107 · Participants: 131Unit4 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Unit4 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Unit4 401(k) Plan side-by-side with 3 peers →

Unit4 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Aspect Ratio, Inc. 401(k) Profit Sharing Plan in CA ($13M); by covered participants it is T/J Inspection, Inc. 401(k) Plan in OK (131 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Unit4 401(k) Plan assets move in 2024? ▼
Unit4 401(k) Plan grew at a solid clip - up 12.7% during 2024, from $12M to $13M. Reported net income was $1M.
How have Unit4 Business Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unit4 Business Software, Inc.'s sponsor-wide assets grew 30.9%, from $10M to $13M.
Which 401(k) plans are similar in size to Unit4 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aspect Ratio, Inc. 401(k) Profit Sharing Plan in CA ($13M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Unit4 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T/J Inspection, Inc. 401(k) Plan in OK (131 participants, $5M 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 043461317.

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.