401(k) · DOL Form 5500 · 2024

Systems Unlimited, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
843
Participants Near avg headcount
62nd
Percentile by assets National rank
$16,146
Avg per participant Low balance/head
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Official DOL plan name: Systems Unlimited, Inc. 401(k) Plan · Sponsored by Systems Unlimited, Inc. · Iowa · Healthcare & Social Assistance

$14M in assets, 843 participants

Systems Unlimited, Inc.'s Systems Unlimited, Inc. 401(k) Plan reported $14M in total assets and 843 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.

  • #11,426 in Healthcare & Social Assistance (16,916 peers)

Systems Unlimited, Inc. multi-year trail

Systems Unlimited, Inc.'s plans moved +47.0% in assets from 2022 to 2024; this filing shows Systems Unlimited, Inc. 401(k) Plan at $14M / 843 participants.

#11,426
in Healthcare & Social Assistance (16,916 peers)
+17.7%
assets growth YoY

Systems Unlimited, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Systems Unlimited, Inc. 401(k) Plan vs every filed plan by assets

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

$13,611,141 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

Systems Unlimited, Inc. 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. Systems Unlimited, Inc. 401(k) Plan sits mid-pack in the medium band (843 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Systems Unlimited, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Systems Unlimited, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Systems Unlimited, Inc. 401(k) Plan reported participants rose from 788 in the plan year 2023 filing to 843 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 420985205 · Systems Unlimited, Inc. PY 2024 · 401(k)

Systems Unlimited, Inc. 401(k) Plan · $14M · 843 · 62nd

  • PART $14M
  • PART 843
  • PART 62nd
  • PART 401(k)
  • PART near Retirement Group Pooled Employer Plan
  • PART ind #11426

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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →

Systems Unlimited, Inc. 401(k) Plan in the asset neighbourhood

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End-of-year total assets ($M) among Systems Unlimited, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Systems Unlimited, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Systems Unlimited, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 47.01156800886013% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.26M $13.6M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 763 $9M
2023 1 788 $12M
2024 1 843 $14M

Systems Unlimited, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN420985205
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Systems Unlimited, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Systems Unlimited, Inc. 401(k) Plan, Total assets ($B): 0.013611141 · Participants: 843Systems Unlimited, Inc. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Systems Unlimited, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

Systems Unlimited, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Retirement Group Pooled Employer Plan in CA ($14M); by covered participants it is Yokohama Industries Americas Inc. Profit Sharing & 401(k) Plan in KY (843 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (843 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 Systems Unlimited, Inc. 401(k) Plan assets move in 2024?
Systems Unlimited, Inc. 401(k) Plan grew sharply - up 17.7% during 2024, from $12M to $14M. Reported net income was $2M.
How have Systems Unlimited, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Systems Unlimited, Inc.'s sponsor-wide assets grew 47.0%, from $9M to $14M.
Which 401(k) plans are similar in size to Systems Unlimited, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Retirement Group Pooled Employer Plan in CA ($14M, 756 participants).
Which 401(k) plans cover a similar participant headcount to Systems Unlimited, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Yokohama Industries Americas Inc. Profit Sharing & 401(k) Plan in KY (843 participants, $37M in assets).