401(k) · DOL Form 5500 · 2024
Uzun&case, LLC 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 74
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $241,833
- Avg per participant Above avg balance/head
Official DOL plan name: Uzun&case Profit Sharing Trust · Sponsored by Uzun&case, LLC · Georgia · Professional & Technical Services
$18M in assets, 74 participants
Uzun&case, LLC's Uzun&case Profit Sharing Trust reported $18M in total assets and 74 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #13,577 in Professional & Technical Services (20,173 peers)
Uzun&case, LLC multi-year trail
Uzun&case, LLC's plans moved +15.4% in assets from 2022 to 2024; this filing shows Uzun&case Profit Sharing Trust at $18M / 74 participants.
- #13,577
- in Professional & Technical Services (20,173 peers)
- -2.9%
- assets change YoY
The plan reported a net loss of $525K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Uzun&case Profit Sharing Trust's outsized position by total assets
Uzun&case Profit Sharing Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,895,645 Top 32% higher than 68% 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
Uzun&case Profit Sharing Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uzun&case Profit Sharing Trust is a small filing (74 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Uzun&case Profit Sharing Trust reported net income fell from $3M in the plan year 2023 filing to -$525K in the plan year 2024 filing.
- Uzun&case Profit Sharing Trust end-of-year assets fell from $18M in the plan year 2023 filing to $18M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 464734558 · Uzun&case, LLC PY 2024 · 401(k)
Uzun&case Profit Sharing Trust · $18M · 74 · 68th
- PCT $18M
- PCT 74
- PCT 68th
- PCT 401(k)
- PCT near Bane-Welker Equipment, LLC 401(k) Plan
- PCT ind #13577
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 Georgia →
Uzun&case Profit Sharing Trust in the asset neighbourhood
Uzun&case, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Uzun&case, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 15.3809775443635% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 71 | $16M |
| 2023 | 1 | 74 | $18M |
| 2024 | 1 | 74 | $18M |
Uzun&case, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$525K |
| Employer EIN | 464734558 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Uzun&case Profit Sharing Trust's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Bane-Welker Equipment, LLC 401(k) Plan in IN ($18M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (74 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Bane-Welker Equipment, LLC 401(k) Plan (IN) $18M · 356
- Herman R Ewell Inc Profit Sharing & Savings Plan (PA) $18M · 288
- Mdf Commerce 401(k) Plan (NY) $18M · 184
- Superior Tire & Rubber Corporation Profit Sharing Plan (PA) $18M · 385
Similar participant headcount
Nearest other-state filings by covered participants (74 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.