401(k) · DOL Form 5500 · 2024

Unified Group Services Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
163
Participants Small participant base
50th
Percentile by assets National rank
$47,501
Avg per participant Low balance/head
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Official DOL plan name: Unified Group Services 401(k) Retirement Plan · Sponsored by Unified Group Services Inc. · Indiana · Finance & Insurance

$8M in assets, 163 participants

Unified Group Services Inc.'s Unified Group Services 401(k) Retirement Plan reported $8M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,984 in Finance & Insurance (8,549 peers)

Coverage in Indiana

Unified Group Services 401(k) Retirement Plan covers 163 participants in Indiana, about 30% of the average Indiana filer (state average ~541 per filing). Assets: $8M.

#2,984
in Finance & Insurance (8,549 peers)
+17.9%
assets growth YoY

Unified Group Services 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Unified Group Services 401(k) Retirement Plan vs every filed plan by assets

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

$7,742,582 Top 50% higher than 50% 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

Unified Group Services 401(k) 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. Unified Group Services 401(k) Retirement Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unified Group Services 401(k) Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Unified Group Services 401(k) Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Unified Group Services 401(k) Retirement Plan reported participants rose from 142 in the plan year 2023 filing to 163 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 351973675 · Unified Group Services Inc. PY 2024 · 401(k)

Unified Group Services 401(k) Retirement Plan · $8M · 163 · 50th

  • PCT $8M
  • PCT 163
  • PCT 50th
  • PCT 401(k)
  • PCT near Eagle Distributing 401(k) Profit Sharing Plan
  • PCT ind #2984

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 Indiana →

Unified Group Services 401(k) Retirement Plan in the asset neighbourhood

Unified Group Services 401(k) Retirement PlanUnified Group Services 401(k…$8MEagle Distributing 401(k) Profit Sharing PlanEagle Distributing 401(k) Pr…$8MHarmon, Curran, Spielberg & Eisenberg, LLP 401(k) PlanHarmon, Curran, Spielberg & …$8MMirror Lake Inn 401(k) Profit Sharing PlanMirror Lake Inn 401(k) Profi…$8MBockus Payne Associates Architects 401(k) PlanBockus Payne Associates Arch…$8M
End-of-year total assets ($M) among Unified Group Services 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN351973675
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unified Group Services Inc.)

Sponsor-wide plan assets over time

All Unified Group Services Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 39.46517271342584% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.55M $7.74M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 129 $6M
2023 1 142 $7M
2024 1 163 $8M

Nearby 401(k) Plans in Indiana

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

Unified Group Services 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Unified Group Services 401(k) Retirement Plan, Total assets ($B): 0.007742582 · Participants: 163Unified Group Services 401(k) Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Unified Group Services 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Unified Group Services 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Eagle Distributing 401(k) Profit Sharing Plan in CA ($8M); by covered participants it is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Unified Group Services 401(k) Retirement Plan assets move in 2024? ▼
Unified Group Services 401(k) Retirement Plan grew sharply - up 17.9% during 2024, from $7M to $8M. Reported net income was $1M.
How have Unified Group Services Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unified Group Services Inc.'s sponsor-wide assets grew 39.5%, from $6M to $8M.
Which 401(k) plans are similar in size to Unified Group Services 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eagle Distributing 401(k) Profit Sharing Plan in CA ($8M, 79 participants).
Which 401(k) plans cover a similar participant headcount to Unified Group Services 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants, $4M 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 351973675.

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.