401(k) · DOL Form 5500 · 2024
Ungerboeck Systems International, Inc. 401(k) Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 222
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $191,789
- Avg per participant Above avg balance/head
Official DOL plan name: Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan · Sponsored by Ungerboeck Systems International, Inc. · Missouri · Information & Media
$43M in assets, 222 participants
Ungerboeck Systems International, Inc.'s Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan reported $43M in total assets and 222 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #2,140 in Information & Media (2,822 peers)
Coverage in Missouri
Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan covers 222 participants in Missouri, about 30% of the average Missouri filer (state average ~737 per filing). Assets: $43M.
- #2,140
- in Information & Media (2,822 peers)
- +12.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan's outsized position by total assets
Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$42,577,168 Top 18% higher than 82% 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
Ungerboeck Systems International, Inc. Profit Sharing 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. Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan sits mid-pack in the medium band (222 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $38M in the plan year 2023 filing to $43M in the plan year 2024 filing.
- Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan reported participants fell from 236 in the plan year 2023 filing to 222 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 431372405 · Ungerboeck Systems International, Inc. PY 2024 · 401(k)
Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan · $43M · 222 · 82nd
- ASSETS $43M
- PCT 222
- EIN 82nd
- RANK 401(k)
- PHOTO near Merlino Companies Profit Sharing 401(k) Plan
- IND ind #2140
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 Information & Media retirement plans → · Plans in Missouri →
Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $5M |
| Employer EIN | 431372405 |
| Plan Effective Date | 1988-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ungerboeck Systems International, Inc.)
Sponsor-wide plan assets over time
All Ungerboeck Systems International, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 45.048345907921835% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 243 | $29M |
| 2023 | 1 | 236 | $38M |
| 2024 | 1 | 222 | $43M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Ungerboeck Systems International, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Merlino Companies Profit Sharing 401(k) Plan in WA ($43M); by covered participants it is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (222 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- Merlino Companies Profit Sharing 401(k) Plan (WA) $43M · 429
- Psg Equity L.L.C. 401(k) Plan (MA) $43M · 186
- Daxko, LLC 401(k) Retirement Plan (AL) $43M · 581
- Delmar Systems, Inc. Profit Sharing 401(k) Plan (LA) $43M · 82
Similar participant headcount
Nearest other-state filings by covered participants (222 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.