401(k) · DOL Form 5500 · 2024

Union Partners I LLC 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
1,039
Participants Near avg headcount
82nd
Percentile by assets National rank
$40,924
Avg per participant Low balance/head
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Official DOL plan name: Union Partners I LLC 401(k) Saving Plan · Sponsored by Union Partners I LLC · Illinois · Manufacturing

$43M in assets, 1,039 participants

Union Partners I LLC's Union Partners I LLC 401(k) Saving Plan reported $43M in total assets and 1,039 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.

  • #13,335 in Manufacturing (17,777 peers)

Where Union Partners I LLC 401(k) Saving Plan sits by assets

Union Partners I LLC 401(k) Saving Plan sits in the top quartile of all filed plans by assets, $43M for 1,039 participants (~$40,924/participant), up 1.9% in 2024.

#13,335
in Manufacturing (17,777 peers)
+1.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Union Partners I LLC 401(k) Saving Plan's outsized position by total assets

Union Partners I LLC 401(k) Saving Plan vs every filed plan by assets

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

$42,520,350 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

Union Partners I LLC 401(k) Saving Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union Partners I LLC 401(k) Saving Plan lands in the large band (1,039 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Union Partners I LLC 401(k) Saving Plan reported net income fell from $3M in the plan year 2023 filing to $805K in the plan year 2024 filing.
  • Union Partners I LLC 401(k) Saving Plan reported participants fell from 1,084 in the plan year 2023 filing to 1,039 in the plan year 2024 filing.
  • Union Partners I LLC 401(k) Saving Plan end-of-year assets rose from $42M in the plan year 2023 filing to $43M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 471574790 · Union Partners I LLC PY 2024 · 401(k)

Union Partners I LLC 401(k) Saving Plan · $43M · 1,039 · 82nd

  • EIN $43M
  • RANK 1,039
  • PHOTO 82nd
  • IND 401(k)
  • EOY near The John R. Mcadams Company, Inc. Salary Savings Plan
  • 5500 ind #13335

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 Manufacturing retirement plans → · Plans in Illinois →

Union Partners I LLC 401(k) Saving Plan in the asset neighbourhood

Cullen and Dykman Savings Plan IICullen and Dykman Savings Pl…$43MUnion Partners I LLC 401(k) Saving PlanUnion Partners I LLC 401(k) …$43MThe John R. Mcadams Company, Inc. Salary Savings PlanThe John R. Mcadams Company,…$43MRuder-Finn, Inc. Profit Sharing Salary Reduction PlanRuder-Finn, Inc. Profit Shar…$43M4front Engineered Solutions 401(k) Plan4front Engineered Solutions …$43M
End-of-year total assets ($M) among Union Partners I LLC 401(k) Saving Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$43M
Net Income$805K
Employer EIN471574790
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Partners I LLC)

Sponsor-wide plan assets over time

All Union Partners I LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 42.14881166477187% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.9M $42.5M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 889 $30M
2023 1 1,084 $42M
2024 1 1,039 $43M

Nearby 401(k) Plans in Illinois

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

Union Partners I LLC 401(k) Saving Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Union Partners I LLC 401(k) Saving Plan, Total assets ($B): 0.04252035 · Participants: 1039Union Partners I LLC 401(k) Saving 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
Union Partners I LLC 401(k) Saving Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Union Partners I LLC 401(k) Saving Plan side-by-side with 3 peers →

Union Partners I LLC 401(k) Saving Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is The John R. Mcadams Company, Inc. Salary Savings Plan in NC ($43M); by covered participants it is Ag 401(k) in TX (1,039 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,039 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 Partners I LLC 401(k) Saving Plan assets move in 2024? ▼
Union Partners I LLC 401(k) Saving Plan edged up modestly - up 1.9% during 2024, from $42M to $43M. Reported net income was $805K.
How have Union Partners I LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Partners I LLC's sponsor-wide assets grew 42.1%, from $30M to $43M.
Where does Union Partners I LLC 401(k) Saving Plan rank by assets among Form 5500 filers? ▼
Union Partners I LLC 401(k) Saving 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 Union Partners I LLC 401(k) Saving Plan? ▼
Among 401(k) plans in other states, the closest by assets is The John R. Mcadams Company, Inc. Salary Savings Plan in NC ($43M, 472 participants).
Which 401(k) plans cover a similar participant headcount to Union Partners I LLC 401(k) Saving Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ag 401(k) in TX (1,039 participants, $33M 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 471574790.

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.