401(k) · DOL Form 5500 · 2024

Globe Union Group, Inc. 401(k) Plan

Data updated 2026-08-06

$17M
Total assets
118
Participants
68th
Percentile by assets
$147,945
Avg per participant
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Official DOL plan name: Globe Union Group Retirement & Savings Plan · Sponsored by Globe Union Group, Inc. · Illinois · Wholesale Trade

$17M in assets, 118 participants

Globe Union Group, Inc.'s Globe Union Group Retirement & Savings Plan reported $17M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • 68th percentile by assets (of 116,472 plans)
  • #3,554 in Wholesale Trade (5,756 peers)

Coverage in Illinois

Globe Union Group Retirement & Savings Plan covers 118 participants in Illinois, about 15% of the average Illinois filer (state average ~768 per filing). Assets: $17M.

$17M
total plan assets (2024 EOY)
118
covered participants
68th
percentile by assets (of 116,472 plans)
$147,945
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Globe Union Group Retirement & Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Globe Union Group Retirement & Savings Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Globe Union Group Retirement & Savings Plan reported participants rose from 105 in the plan year 2023 filing to 118 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs Illinois filers

In Illinois, the average filing covers about 768 participants across 5,440 plans. Globe Union Group Retirement & Savings Plan reports 118 participants - about 15% of that state average ($17M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN371428023
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Globe Union Group, Inc.)

$10M$12M$14M$16M$18M 202220232024 $12.1M $17.5M ▲ +43.9%
Total plan assets by year, all Globe Union Group, Inc. plans on file
Year Plans Participants Total Assets
2022 1 108 $12M
2023 1 105 $15M
2024 1 118 $17M

Nearby 401(k) Plans in Illinois

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

Globe Union Group Retirement & Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Globe Union Group Retirement & Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Globe Union Group Re…Accenture United Sta…State Farm 401(k) Sa…United Airlines Pilo…Abbott Laboratories …Walgreens Retirement…
Globe Union Group Retirement & Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Globe Union Group Retirement & Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Globe Union Group Retirement & Savings Plan assets move in 2024?
Globe Union Group Retirement & Savings Plan grew at a solid clip - up 14.0% during 2024, from $15M to $17M. Reported net income was $2M.
How have Globe Union Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Globe Union Group, Inc.'s sponsor-wide assets grew 43.9%, from $12M to $17M.
Which 401(k) plans are similar in size to Globe Union Group Retirement & Savings Plan?
Among 401(k) plans in other states, the closest by assets is Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust in AZ ($17M, 929 participants).

Next read for Globe Union Group Retirement & Savings P…

Filing takeaways

Ways to act on Globe Union Group Retirement & Savings Plan's numbers.