401(k) · DOL Form 5500 · 2024

Unibank for Savings 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
262
Participants Below avg headcount
82nd
Percentile by assets National rank
$154,642
Avg per participant Above avg balance/head
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Official DOL plan name: Unibank Retirement Plan · Sponsored by Unibank for Savings · Massachusetts · Finance & Insurance

$41M in assets, 262 participants

Unibank for Savings's Unibank Retirement Plan reported $41M in total assets and 262 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.

  • #6,115 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Unibank Retirement Plan covers 262 participants in Massachusetts, about 40% of the average Massachusetts filer (state average ~659 per filing). Assets: $41M.

#6,115
in Finance & Insurance (8,549 peers)
+10.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Unibank Retirement Plan's outsized position by total assets

Unibank Retirement Plan vs every filed plan by assets

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

$40,516,244 Top 18% higher than 82% 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

Unibank Retirement 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. Unibank Retirement Plan sits mid-pack in the medium band (262 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unibank Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Unibank Retirement Plan end-of-year assets rose from $37M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Unibank Retirement Plan reported participants fell from 272 in the plan year 2023 filing to 262 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 041927940 · Unibank for Savings PY 2024 · 401(k)

Unibank Retirement Plan · $41M · 262 · 82nd

  • EBSA $41M
  • PART 262
  • TYPE 82nd
  • NET 401(k)
  • BOOK near Del Papa Distributing Co., 401(k) Plan and Trust
  • VS-ST ind #6115

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 Massachusetts →

Unibank Retirement Plan in the asset neighbourhood

Unibank Retirement Plan$41MDel Papa Distributing Co., 401(k) Plan and TrustDel Papa Distributing Co., 4…$41MNational Retail Systems, Inc. 401(k) PlanNational Retail Systems, Inc…$41MF & M Trust 401(k) Plan$41MMcilhenny Company Tax-Deferred Savings PlanMcilhenny Company Tax-Deferr…$41M
End-of-year total assets ($M) among Unibank Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$41M
Net Income$4M
Employer EIN041927940
Plan Effective Date1994-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unibank for Savings)

Sponsor-wide plan assets over time

All Unibank for Savings plans reported in each filing year

Latest sponsor-wide plan assets
$41M 28.511383668748902% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.5M $40.5M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 257 $32M
2023 1 272 $37M
2024 1 262 $41M

Nearby 401(k) Plans in Massachusetts

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

Unibank Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Unibank Retirement Plan, Total assets ($B): 0.040516244 · Participants: 262Unibank Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Unibank Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Unibank Retirement Plan side-by-side with 3 peers →

Unibank Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Del Papa Distributing Co., 401(k) Plan and Trust in KS ($41M); by covered participants it is Chesapeake Containment Systems 401(k) Plan in NC (262 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (262 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 Unibank Retirement Plan assets move in 2024? ▼
Unibank Retirement Plan grew at a solid clip - up 10.7% during 2024, from $37M to $41M. Reported net income was $4M.
How have Unibank for Savings plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unibank for Savings's sponsor-wide assets grew 28.5%, from $32M to $41M.
Where does Unibank Retirement Plan rank by assets among Form 5500 filers? ▼
Unibank Retirement Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Unibank Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Del Papa Distributing Co., 401(k) Plan and Trust in KS ($41M, 356 participants).
Which 401(k) plans cover a similar participant headcount to Unibank Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chesapeake Containment Systems 401(k) Plan in NC (262 participants, $6M 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 041927940.

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.