401(k) · DOL Form 5500 · 2024

Globe Union Group, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
118
Participants Small participant base
68th
Percentile by assets National rank
$147,945
Avg per participant Above avg balance/head
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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.

  • #3,781 in Wholesale Trade (6,080 peers)

Coverage in Illinois

Globe Union Group Retirement & Savings Plan covers 118 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $17M.

#3,781
in Wholesale Trade (6,080 peers)
+14.0%
assets growth YoY

Globe Union Group Retirement & Savings Plan's outsized position by total assets

Globe Union Group Retirement & Savings Plan vs every filed plan by assets

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

$17,457,531 Top 32% higher than 68% 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

Globe Union Group Retirement & Savings 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. Globe Union Group Retirement & Savings Plan sits mid-pack in the medium band (118 participants).

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 →

Form 5500 schedule snapshot

Filing strip 371428023 · Globe Union Group, Inc. PY 2024 · 401(k)

Globe Union Group Retirement & Savings Plan · $17M · 118 · 68th

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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 Wholesale Trade retirement plans → · Plans in Illinois →

Globe Union Group Retirement & Savings Plan in the asset neighbourhood

Globe Union Group Retirement & Savings PlanGlobe Union Group Retirement…$17MStateserv Medical LLC 401(k) Profit Sharing Plan & TrustStateserv Medical LLC 401(k)…$17MFortune Metal Inc. of Rhode Island 401(k) Profit Sharing PlaFortune Metal Inc. of Rhode …$17MCarolina Case Management and Rehabilitation Services, Inc. 401 (K) PlanCarolina Case Management and…$17MFlightstar Aircraft Services, LLC 401(k)Flightstar Aircraft Services…$17M
End-of-year total assets ($M) among Globe Union Group Retirement & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Globe Union Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 43.94549383585386% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.1M $17.5M ▲ +43.9%
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 Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Globe Union Group Retirement & Savings Plan, Total assets ($B): 0.017457531 · Participants: 118Globe Union Group Retirement & Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Globe Union Group Retirement & Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Globe Union Group Retirement & Savings Plan side-by-side with 3 peers →

Globe Union Group Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Stateserv Medical LLC 401(k) Profit Sharing Plan & Trust in AZ ($17M); by covered participants it is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 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).
Which 401(k) plans cover a similar participant headcount to Globe Union Group Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants, $3M 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 371428023.

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.