401(k) · DOL Form 5500 · 2024

Union Bank 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
126
Participants Small participant base
55th
Percentile by assets National rank
$77,044
Avg per participant Below avg balance/head
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Official DOL plan name: Union Bank 401(k) · Sponsored by Union Bank · Arkansas · Finance & Insurance

$10M in assets, 126 participants

Union Bank's Union Bank 401(k) reported $10M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,331 in Finance & Insurance (8,549 peers)

Coverage in Arkansas

Union Bank 401(k) covers 126 participants in Arkansas, about 5% of the average Arkansas filer (state average ~2,784 per filing). Assets: $10M.

#3,331
in Finance & Insurance (8,549 peers)
+4.5%
assets growth YoY

Union Bank 401(k)'s mid-pack asset rank among Finance & Insurance and all filers

Union Bank 401(k) vs every filed plan by assets

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

$9,707,563 Top 45% higher than 55% 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 Bank 401(k) 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. Union Bank 401(k) sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Union Bank 401(k) reported net income fell from $691K in the plan year 2023 filing to $418K in the plan year 2024 filing.
  • Union Bank 401(k) end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Union Bank 401(k) reported participants fell from 131 in the plan year 2023 filing to 126 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 710182110 · Union Bank PY 2024 · 401(k)

Union Bank 401(k) · $10M · 126 · 55th

  • PCT $10M
  • EIN 126
  • RANK 55th
  • PHOTO 401(k)
  • IND near The Lake Doctors, Inc. Retirement Savings Plan
  • EOY ind #3331

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 Finance & Insurance retirement plans → · Plans in Arkansas →

Union Bank 401(k) in the asset neighbourhood

Union Bank 401(k)$10MThe Lake Doctors, Inc. Retirement Savings PlanThe Lake Doctors, Inc. Retir…$10MMurphy, Rogers, Sloss & Gambel, Aplc Retirement PlanMurphy, Rogers, Sloss & Gamb…$10MBeacon Electric Company Profit Sharing PlanBeacon Electric Company Prof…$10MHillcrest Convalescent Center 401(k) Retirement PlanHillcrest Convalescent Cente…$10M
End-of-year total assets ($M) among Union Bank 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arkansas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$418K
Employer EIN710182110
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Bank)

Sponsor-wide plan assets over time

All Union Bank plans reported in each filing year

Latest sponsor-wide plan assets
$10M 12.906262183213196% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.6M $9.71M ▲ +12.9%
Year Plans Participants Total Assets
2022 1 126 $9M
2023 1 131 $9M
2024 1 126 $10M

Nearby 401(k) Plans in Arkansas

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

Union Bank 401(k) vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -200204060 Total assets ($B) Participants Union Bank 401(k), Total assets ($B): 0.009707563 · Participants: 126Union Bank 401(k)Walmart 401(k) Plan, Total assets ($B): 50.790179678 · Participants: 1635899Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.735357745 · Participants: 118403Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 3.00399706 · Participants: 30070Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.407976159 · Participants: 35023J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.291584763 · Participants: 9409Windstream 401(k) Plan
Union Bank 401(k) vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Union Bank 401(k) side-by-side with 3 peers →

Union Bank 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is The Lake Doctors, Inc. Retirement Savings Plan in FL ($10M); by covered participants it is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Bank 401(k) assets move in 2024? ▼
Union Bank 401(k) edged up modestly - up 4.5% during 2024, from $9M to $10M. Reported net income was $418K.
How have Union Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Bank's sponsor-wide assets grew 12.9%, from $9M to $10M.
Which 401(k) plans are similar in size to Union Bank 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is The Lake Doctors, Inc. Retirement Savings Plan in FL ($10M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Union Bank 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants, $105M 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 710182110.

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.