401(k) · DOL Form 5500 · 2024

Unwin Company 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
168
Participants Small participant base
77th
Percentile by assets National rank
$178,812
Avg per participant Above avg balance/head
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Official DOL plan name: Unwin Company 401(k) Plan and Trust · Sponsored by Unwin Company · Ohio · Professional & Technical Services

$30M in assets, 168 participants

Unwin Company's Unwin Company 401(k) Plan and Trust reported $30M in total assets and 168 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,596 in Professional & Technical Services (20,173 peers)

Coverage in Ohio

Unwin Company 401(k) Plan and Trust covers 168 participants in Ohio, about 22% of the average Ohio filer (state average ~765 per filing). Assets: $30M.

#15,596
in Professional & Technical Services (20,173 peers)
+6.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Unwin Company 401(k) Plan and Trust's outsized position by total assets

Unwin Company 401(k) Plan and Trust vs every filed plan by assets

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

$30,040,377 Top 23% higher than 77% 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

Unwin Company 401(k) Plan and Trust 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. Unwin Company 401(k) Plan and Trust sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unwin Company 401(k) Plan and Trust reported participants fell from 264 in the plan year 2023 filing to 168 in the plan year 2024 filing.
  • Unwin Company 401(k) Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Unwin Company 401(k) Plan and Trust end-of-year assets rose from $28M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 311469050 · Unwin Company PY 2024 · 401(k)

Unwin Company 401(k) Plan and Trust · $30M · 168 · 77th

  • NET $30M
  • NET 168
  • NET 77th
  • NET 401(k)
  • NET near Santa Fuel, Inc. 401(k) Savings Plan
  • NET ind #15596

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 Ohio →

Unwin Company 401(k) Plan and Trust in the asset neighbourhood

Unwin Company 401(k) Plan and TrustUnwin Company 401(k) Plan an…$30MSanta Fuel, Inc. 401(k) Savings PlanSanta Fuel, Inc. 401(k) Savi…$30MFour Hands, LLC 401(k) Profit Sharing PlanFour Hands, LLC 401(k) Profi…$30MFox Valley Fire & Safety Co., Inc. 401(k) PlanFox Valley Fire & Safety Co.…$30MGower Corporation 401(k) Profit Sharing PlanGower Corporation 401(k) Pro…$30M
End-of-year total assets ($M) among Unwin Company 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$30M
Net Income$2M
Employer EIN311469050
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unwin Company)

Sponsor-wide plan assets over time

All Unwin Company plans reported in each filing year

Latest sponsor-wide plan assets
$30M 15.481269261613035% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $26M $30M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 248 $26M
2023 1 264 $28M
2024 1 168 $30M

Nearby 401(k) Plans in Ohio

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

Unwin Company 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Unwin Company 401(k) Plan and Trust, Total assets ($B): 0.030040377 · Participants: 168Unwin Company 401(k) Plan and TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Unwin Company 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Unwin Company 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Santa Fuel, Inc. 401(k) Savings Plan in CT ($30M); by covered participants it is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Unwin Company 401(k) Plan and Trust assets move in 2024? ▼
Unwin Company 401(k) Plan and Trust grew at a solid clip - up 6.0% during 2024, from $28M to $30M. Reported net income was $2M.
How have Unwin Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unwin Company's sponsor-wide assets grew 15.5%, from $26M to $30M.
Where does Unwin Company 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Unwin Company 401(k) Plan and Trust ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Unwin Company 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Santa Fuel, Inc. 401(k) Savings Plan in CT ($30M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Unwin Company 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants, N/A in assets).

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 311469050.

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.