401(k) · DOL Form 5500 · 2024

Union County Community Action Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
77
Participants Small participant base
30th
Percentile by assets National rank
$28,533
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Union County Community Action Inc. 401(k) Plan · Sponsored by Union County Community Action Inc · North Carolina · Healthcare & Social Assistance

$2M in assets, 77 participants

Union County Community Action Inc's Union County Community Action Inc. 401(k) Plan reported $2M in total assets and 77 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,885 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Union County Community Action Inc. 401(k) Plan grew at a solid clip 11.1% in 2024 ($2M → $2M) for 77 participants.

#4,885
in Healthcare & Social Assistance (16,916 peers)
+11.1%
assets growth YoY

Union County Community Action Inc. 401(k) Plan among the smaller filed plans by assets

Union County Community Action Inc. 401(k) Plan vs every filed plan by assets

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

$2,197,032 30th percentile higher than 30% 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

Union County Community Action Inc. 401(k) 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. Union County Community Action Inc. 401(k) Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Union County Community Action Inc. 401(k) Plan reported net income rose from -$174K in the plan year 2023 filing to $220K in the plan year 2024 filing.
  • Union County Community Action Inc. 401(k) Plan reported participants rose from 66 in the plan year 2023 filing to 77 in the plan year 2024 filing.
  • Union County Community Action Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 560887865 · Union County Community Action Inc PY 2024 · 401(k)

Union County Community Action Inc. 401(k) Plan · $2M · 77 · 30th

  • EOY $2M
  • 5500 77
  • ASSETS 30th
  • PCT 401(k)
  • EIN near Skc, Inc. 401(k) Plan
  • RANK ind #4885

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 North Carolina →

Union County Community Action Inc. 401(k) Plan in the asset neighbourhood

Union County Community Action Inc. 401(k) PlanUnion County Community Actio…$2MSkc, Inc. 401(k) Plan$2MTeller Levit & Silvertrust, P.C. 401(k) Profit Sharing Plan and TrustTeller Levit & Silvertrust, …$2MThomas, Kunc & Black, LLP 401(k) PlanThomas, Kunc & Black, LLP 40…$2MCarium 401(k) Plan$2M
End-of-year total assets ($M) among Union County Community Action Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Union County Community Action Inc years around the 2024 move

Sponsor-wide plan assets over time

All Union County Community Action Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.1295348083716177% vs 2022
2024 filing year
$1.9M$2M$2.1M$2.2M$2.3M 202220232024 $2.15M $2.2M ▲ +2.3%
Year Plans Participants Total Assets
2022 1 89 $2M
2023 1 66 $2M
2024 1 77 $2M

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$220K
Employer EIN560887865
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Union County Community Action Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Union County Community Action Inc. 401(k) Plan, Total assets ($B): 0.002197032 · Participants: 77Union County Community Action Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Union County Community Action Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Union County Community Action Inc. 401(k) Plan side-by-side with 3 peers →

Union County Community Action Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Skc, Inc. 401(k) Plan in PA ($2M); by covered participants it is Winchester Emergency Physicians, P.C. 401(k) Profit Sharing Plan in PA (77 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Union County Community Action Inc. 401(k) Plan assets move in 2024? ▼
Union County Community Action Inc. 401(k) Plan grew at a solid clip - up 11.1% during 2024, from $2M to $2M. Reported net income was $220K.
How have Union County Community Action Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union County Community Action Inc's sponsor-wide assets grew 2.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Union County Community Action Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Skc, Inc. 401(k) Plan in PA ($2M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Union County Community Action Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winchester Emergency Physicians, P.C. 401(k) Profit Sharing Plan in PA (77 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 560887865.

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.