ESOP · DOL Form 5500 · 2024

Unity Holdings, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
N/A
Participants Small participant base
45th
Percentile by assets National rank
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Official DOL plan name: Unity Holdings, Inc. ESOP · Sponsored by Unity Holdings, Inc. · Wisconsin · Management of Enterprises

$6M in assets, N/A participants

Unity Holdings, Inc.'s Unity Holdings, Inc. ESOP reported $6M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #349 in Management of Enterprises (1,133 peers)

Unity Holdings, Inc. multi-year trail

Unity Holdings, Inc.'s plans moved +101.1% in assets from 2022 to 2024; this filing shows Unity Holdings, Inc. ESOP at $6M / N/A participants.

#349
in Management of Enterprises (1,133 peers)
-19.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Unity Holdings, Inc. ESOP's mid-pack asset rank among Management of Enterprises and all filers

Unity Holdings, Inc. ESOP vs every filed plan by assets

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

$5,979,966 45th percentile higher than 45% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unity Holdings, Inc. ESOP reported net income fell from $5M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Unity Holdings, Inc. ESOP reported participants fell from 64 in the plan year 2023 filing to N/A in the plan year 2024 filing.
  • Unity Holdings, Inc. ESOP end-of-year assets fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 464188604 · Unity Holdings, Inc. PY 2024 · ESOP

Unity Holdings, Inc. ESOP · $6M · N/A · 45th

  • EBSA $6M
  • EBSA N/A
  • EBSA 45th
  • EBSA ESOP
  • EBSA near Vantage Bank Texas Employee Stock Ownership Plan
  • EBSA ind #349

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 What is an ESOP? → · Plans in Wisconsin →

Unity Holdings, Inc. ESOP in the asset neighbourhood

Golden State Contract Flooring, Inc. Employee Stock Ownership Plan and TrustGolden State Contract Floori…$6MUnity Holdings, Inc. ESOP$6MVantage Bank Texas Employee Stock Ownership PlanVantage Bank Texas Employee …$6MProfit Sharing Plan Under Apparel Trading International Inc Retirement TrustProfit Sharing Plan Under Ap…$6MBlossom Valley Construction Inc. Employee Stock Ownership Plan and TrustBlossom Valley Construction …$6M
End-of-year total assets ($M) among Unity Holdings, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Unity Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Unity Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 101.1067661041026% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.97M $5.98M ▲ +101.3%
Year Plans Participants Total Assets
2022 1 75 $3M
2023 1 64 $7M
2024 1 N/A $6M

Unity Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN464188604
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

Peer ESOP plans, same state, same plan type, ranked by total assets.

Unity Holdings, Inc. ESOP vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Unity Holdings, Inc. ESOP, Total assets ($B): 0.005979966 · Participants: 0Unity Holdings, Inc. ESOPSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Unity Holdings, Inc. ESOP vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Unity Holdings, Inc. ESOP side-by-side with 3 peers →

Unity Holdings, Inc. ESOP's closest out-of-state ESOP peers by assets

Outside Wisconsin, the nearest ESOP by end-of-year assets is Vantage Bank Texas Employee Stock Ownership Plan in TX at $6M (this filing: $6M).

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 Unity Holdings, Inc. ESOP assets move in 2024? ▼
Unity Holdings, Inc. ESOP declined sharply - down 19.7% during 2024, from $7M to $6M. Reported net income was -$1M.
How have Unity Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unity Holdings, Inc.'s sponsor-wide assets grew 101.1%, from $3M to $6M.
Which ESOP plans are similar in size to Unity Holdings, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Vantage Bank Texas Employee Stock Ownership Plan in TX ($6M, 431 participants).

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 464188604.

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.