401(k) · DOL Form 5500 · 2024

Unison Software, Inc. 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
404
Participants Below avg headcount
88th
Percentile by assets National rank
$180,373
Avg per participant Above avg balance/head
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Official DOL plan name: Unison 401(k) Plan · Sponsored by Unison Software, Inc. · Virginia · Professional & Technical Services

$73M in assets, 404 participants

Unison Software, Inc.'s Unison 401(k) Plan reported $73M in total assets and 404 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #17,948 in Professional & Technical Services (20,173 peers)

Where Unison 401(k) Plan sits by assets

Unison 401(k) Plan sits in the top quartile of all filed plans by assets, $73M for 404 participants (~$180,373/participant), up 20.4% in 2024.

#17,948
in Professional & Technical Services (20,173 peers)
+20.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Unison 401(k) Plan's outsized position by total assets

Unison 401(k) Plan vs every filed plan by assets

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

$72,870,737 Top 12% higher than 88% 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

Unison 401(k) 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. Unison 401(k) Plan sits mid-pack in the medium band (404 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unison 401(k) Plan reported participants rose from 294 in the plan year 2023 filing to 404 in the plan year 2024 filing.
  • Unison 401(k) Plan end-of-year assets rose from $61M in the plan year 2023 filing to $73M in the plan year 2024 filing.
  • Unison 401(k) Plan reported net income fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 541304735 · Unison Software, Inc. PY 2024 · 401(k)

Unison 401(k) Plan · $73M · 404 · 88th

  • TYPE $73M
  • NET 404
  • BOOK 88th
  • VS-ST 401(k)
  • BOY near Allied Beverage Group, L.L.C. 401 (K) Plan
  • SCH ind #17948

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 Virginia →

Unison 401(k) Plan in the asset neighbourhood

Unison 401(k) Plan$73MAllied Beverage Group, L.L.C. 401 (K) PlanAllied Beverage Group, L.L.C…$73MStark Tech 401(k) Profit Sharing PlanStark Tech 401(k) Profit Sha…$73MBetanxt, Inc. 401(k) Plan$73MWastequip LLC 401(k) Retirement PlanWastequip LLC 401(k) Retirem…$73M
End-of-year total assets ($M) among Unison 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$73M
Net Income$12M
Employer EIN541304735
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unison Software, Inc.)

Sponsor-wide plan assets over time

All Unison Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$73M 53.49107894522216% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $47.5M $72.9M ▲ +53.5%
Year Plans Participants Total Assets
2022 1 350 $47M
2023 1 294 $61M
2024 1 404 $73M

Nearby 401(k) Plans in Virginia

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

Unison 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Unison 401(k) Plan, Total assets ($B): 0.072870737 · Participants: 404Unison 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Unison 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Unison 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Allied Beverage Group, L.L.C. 401 (K) Plan in NJ ($73M); by covered participants it is Poindexter Nut Company , Inc. 401(k) Profit Sharing Plan in CA (404 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($73M here).

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 Unison 401(k) Plan assets move in 2024? ▼
Unison 401(k) Plan grew sharply - up 20.4% during 2024, from $61M to $73M. Reported net income was $12M.
How have Unison Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unison Software, Inc.'s sponsor-wide assets grew 53.5%, from $47M to $73M.
Where does Unison 401(k) Plan rank by assets among Form 5500 filers? ▼
Unison 401(k) Plan ranks in the 88th 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 Unison 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allied Beverage Group, L.L.C. 401 (K) Plan in NJ ($73M, 392 participants).
Which 401(k) plans cover a similar participant headcount to Unison 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Poindexter Nut Company , Inc. 401(k) Profit Sharing Plan in CA (404 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 541304735.

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.