401(k) · DOL Form 5500 · 2024
Unifund Ccr, LLC 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 93
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $134,708
- Avg per participant Near avg balance/head
Official DOL plan name: Unifund 401(k) Savings Plan · Sponsored by Unifund Ccr, LLC · Ohio · Administrative & Support Services
$13M in assets, 93 participants
Unifund Ccr, LLC's Unifund 401(k) Savings Plan reported $13M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #3,416 in Administrative & Support Services (4,368 peers)
2024 asset change
Unifund 401(k) Savings Plan declined sharply 15.1% in 2024 ($15M → $13M) for 93 participants.
- #3,416
- in Administrative & Support Services (4,368 peers)
- -15.1%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Unifund 401(k) Savings Plan's mid-pack asset rank among Administrative & Support Services and all filers
Unifund 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,527,880 Top 39% higher than 61% 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
Unifund 401(k) Savings Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unifund 401(k) Savings Plan is a small filing (93 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Unifund 401(k) Savings Plan reported net income fell from $977K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Unifund 401(k) Savings Plan end-of-year assets fell from $15M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Unifund 401(k) Savings Plan reported participants rose from 89 in the plan year 2023 filing to 93 in the plan year 2024 filing.
DOL schedule card
Filing strip 452794185 · Unifund Ccr, LLC PY 2024 · 401(k)
Unifund 401(k) Savings Plan · $13M · 93 · 61st
- EOY $13M
- EOY 93
- EOY 61st
- EOY 401(k)
- EOY near Lumens, Inc. 401(k) Plan
- EOY ind #3416
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 Administrative & Support Services retirement plans → · Plans in Ohio →
Unifund 401(k) Savings Plan in the asset neighbourhood
Unifund Ccr, LLC years around the 2024 move
Sponsor-wide plan assets over time
All Unifund Ccr, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 9.089094919136196% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 88 | $14M |
| 2023 | 1 | 89 | $15M |
| 2024 | 1 | 93 | $13M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$2M |
| Employer EIN | 452794185 |
| Plan Effective Date | 2000-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Unifund 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Lumens, Inc. 401(k) Plan in CA ($13M); by covered participants it is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Lumens, Inc. 401(k) Plan (CA) $13M · 191
- Box Partners, LLC 401(k) Plan (IL) $13M · 260
- Magellan Transport Logistics 401(k) Plan (FL) $13M · 168
- Burbank Emergency Medical Group, Inc. 401(k) Profit Sharing Plan (CA) $13M · 25
Similar participant headcount
Nearest other-state filings by covered participants (93 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.