401(k) · DOL Form 5500 · 2024

United 401(k) Plans, Inc. Dba Elevate401(k) 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
245
Participants Below avg headcount
31st
Percentile by assets National rank
$9,555
Avg per participant Low balance/head
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Official DOL plan name: Una's Nonprofit Retirement Solution · Sponsored by United 401(k) Plans, Inc. Dba Elevate401(k) · Utah · Professional & Technical Services

$2M in assets, 245 participants

United 401(k) Plans, Inc. Dba Elevate401(k)'s Una's Nonprofit Retirement Solution reported $2M in total assets and 245 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,477 in Professional & Technical Services (20,173 peers)

Coverage in Utah

Una's Nonprofit Retirement Solution covers 245 participants in Utah, about 41% of the average Utah filer (state average ~592 per filing). Assets: $2M.

#5,477
in Professional & Technical Services (20,173 peers)
+137.1%
assets growth YoY

Una's Nonprofit Retirement Solution among the smaller filed plans by assets

Una's Nonprofit Retirement Solution vs every filed plan by assets

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

$2,341,012 31st percentile higher than 31% 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

Una's Nonprofit Retirement Solution 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. Una's Nonprofit Retirement Solution sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Una's Nonprofit Retirement Solution end-of-year assets rose from $987K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Una's Nonprofit Retirement Solution reported net income rose from $781K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Una's Nonprofit Retirement Solution reported participants rose from 199 in the plan year 2023 filing to 245 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 205321813 · United 401(k) Plans, Inc. Dba Elevate401(k) PY 2024 · 401(k)

Una's Nonprofit Retirement Solution · $2M · 245 · 31st

  • IND $2M
  • EOY 245
  • 5500 31st
  • ASSETS 401(k)
  • PCT near Laraway Youth & Family Services 401(k) Plan
  • EIN ind #5477

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 Professional & Technical Services retirement plans → · Plans in Utah →

Una's Nonprofit Retirement Solution in the asset neighbourhood

Una's Nonprofit Retirement SolutionUna's Nonprofit Retirement S…$2MLaraway Youth & Family Services 401(k) PlanLaraway Youth & Family Servi…$2MHgh Hardware Supply, Inc. / Sherwood Industries, Inc. 401(k) PlanHgh Hardware Supply, Inc. / …$2MLandura Management Associates 401(k) PlanLandura Management Associate…$2MSlovak Savings Bank 401(k) Plan with StockSlovak Savings Bank 401(k) P…$2M
End-of-year total assets ($M) among Una's Nonprofit Retirement Solution and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$987K
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN205321813
Plan Effective Date2022-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United 401(k) Plans, Inc. Dba Elevate401(k))

Sponsor-wide plan assets over time

All United 401(k) Plans, Inc. Dba Elevate401(k) plans reported in each filing year

Latest sponsor-wide plan assets
$147M 108.96379635065455% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $70.5M $147M ▲ +109.0%
Year Plans Participants Total Assets
2022 3 4,824 $71M
2023 4 5,923 $103M
2024 4 8,483 $147M

Nearby 401(k) Plans in Utah

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

Una's Nonprofit Retirement Solution vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Una's Nonprofit Retirement Solution, Total assets ($B): 0.002341012 · Participants: 245Una's Nonprofit Retirement SolutionIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Una's Nonprofit Retirement Solution vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Una's Nonprofit Retirement Solution side-by-side with 3 peers →

Una's Nonprofit Retirement Solution's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Laraway Youth & Family Services 401(k) Plan in VT ($2M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 Una's Nonprofit Retirement Solution assets move in 2024? ▼
Una's Nonprofit Retirement Solution surged - up 137.1% during 2024, from $987K to $2M. Reported net income was $1M.
How have United 401(k) Plans, Inc. Dba Elevate401(k) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United 401(k) Plans, Inc. Dba Elevate401(k)'s sponsor-wide assets grew 109.0%, from $71M to $147M.
Which 401(k) plans are similar in size to Una's Nonprofit Retirement Solution? ▼
Among 401(k) plans in other states, the closest by assets is Laraway Youth & Family Services 401(k) Plan in VT ($2M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Una's Nonprofit Retirement Solution? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (245 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 205321813.

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.