401(k) · DOL Form 5500 · 2023

Unilever Tea Mso USA LLC 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
355
Participants Below avg headcount
85th
Percentile by assets National rank
$129,411
Avg per participant Near avg balance/head
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Official DOL plan name: Ekaterra 401(k) Plan · Sponsored by Unilever Tea Mso USA LLC · New Jersey · Manufacturing

$46M in assets, 355 participants

Unilever Tea Mso USA LLC's Ekaterra 401(k) Plan reported $46M in total assets and 355 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,591 in Manufacturing (18,722 peers)

Coverage in New Jersey

Ekaterra 401(k) Plan covers 355 participants in New Jersey, about 42% of the average New Jersey filer (state average ~844 per filing). Assets: $46M.

#14,591
in Manufacturing (18,722 peers)
+18.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Ekaterra 401(k) Plan's outsized position by total assets

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$45,940,890 Top 15% higher than 85% of 127,068 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 2023

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

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ekaterra 401(k) Plan sits mid-pack in the medium band (355 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ekaterra 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Ekaterra 401(k) Plan reported participants rose from 194 in the plan year 2022 filing to 355 in the plan year 2023 filing.
  • Ekaterra 401(k) Plan end-of-year assets rose from $39M in the plan year 2022 filing to $46M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 862815855 · Unilever Tea Mso USA LLC PY 2023 · 401(k)

Ekaterra 401(k) Plan · $46M · 355 · 85th

  • IND $46M
  • EOY 355
  • 5500 85th
  • ASSETS 401(k)
  • PCT near Heidenhain Corporation 401(k) Savings Plan
  • EIN ind #14591

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 New Jersey →

Ekaterra 401(k) Plan in the asset neighbourhood

National Construction Enterprises, Inc. 401(k) Profit Sharing PlanNational Construction Enterp…$46MEkaterra 401(k) Plan$46MHeidenhain Corporation 401(k) Savings PlanHeidenhain Corporation 401(k…$46MIndustrial and Commercial Bank of China (USA) NA 401(k) PlanIndustrial and Commercial Ba…$46MTextile Rubber & Chemical Co., Inc. Employees' Profit Sharing 401(k) PlanTextile Rubber & Chemical Co…$46M
End-of-year total assets ($M) among Ekaterra 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$46M
Net Income$7M
Employer EIN862815855
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unilever Tea Mso USA LLC)

Sponsor-wide plan assets over time

All Unilever Tea Mso USA LLC plans reported in each filing year

Latest sponsor-wide plan assets
$51M 31.662031208314765% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.7M $50.9M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 194 $39M
2023 1 355 $46M
2024 1 383 $51M

Nearby 401(k) Plans in New Jersey

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

Ekaterra 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Ekaterra 401(k) Plan, Total assets ($B): 0.04594089 · Participants: 355Ekaterra 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Ekaterra 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Ekaterra 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Heidenhain Corporation 401(k) Savings Plan in IL ($46M); by covered participants it is Onin Group 401(k) Plan in AL (355 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (355 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ekaterra 401(k) Plan assets move in 2023? ▼
Ekaterra 401(k) Plan grew sharply - up 18.9% during 2023, from $39M to $46M. Reported net income was $7M.
How have Unilever Tea Mso USA LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unilever Tea Mso USA LLC's sponsor-wide assets grew 31.7%, from $39M to $51M.
Where does Ekaterra 401(k) Plan rank by assets among Form 5500 filers? ▼
Ekaterra 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ekaterra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heidenhain Corporation 401(k) Savings Plan in IL ($46M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Ekaterra 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Onin Group 401(k) Plan in AL (355 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 862815855.

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.