401(k) · DOL Form 5500 · 2024

Unaka Company, Inc 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
732
Participants Near avg headcount
81st
Percentile by assets National rank
$53,987
Avg per participant Low balance/head
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Official DOL plan name: Unaka Company 401(k) Profit Sharing Plan · Sponsored by Unaka Company, Inc · Tennessee · Management of Enterprises

$40M in assets, 732 participants

Unaka Company, Inc's Unaka Company 401(k) Profit Sharing Plan reported $40M in total assets and 732 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #723 in Management of Enterprises (1,133 peers)

Where Unaka Company 401(k) Profit Sharing Plan sits by assets

Unaka Company 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $40M for 732 participants (~$53,987/participant), up 10.9% in 2024.

#723
in Management of Enterprises (1,133 peers)
+10.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Unaka Company 401(k) Profit Sharing Plan's outsized position by total assets

Unaka Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$39,518,479 Top 19% higher than 81% 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

Unaka Company 401(k) Profit Sharing 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. Unaka Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (732 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unaka Company 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Unaka Company 401(k) Profit Sharing Plan end-of-year assets rose from $36M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Unaka Company 401(k) Profit Sharing Plan reported participants fell from 807 in the plan year 2023 filing to 732 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 620506766 · Unaka Company, Inc PY 2024 · 401(k)

Unaka Company 401(k) Profit Sharing Plan · $40M · 732 · 81st

  • IND $40M
  • EOY 732
  • 5500 81st
  • ASSETS 401(k)
  • PCT near United Heritage Financial Group 401(k) Plan
  • EIN ind #723

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 Management of Enterprises retirement plans → · Plans in Tennessee →

Unaka Company 401(k) Profit Sharing Plan in the asset neighbourhood

Unaka Company 401(k) Profit Sharing PlanUnaka Company 401(k) Profit …$40MUnited Heritage Financial Group 401(k) PlanUnited Heritage Financial Gr…$40MGd Energy Products 401(k) PlanGd Energy Products 401(k) Pl…$40MThe Company Profit Sharing Plan of English Construction Co.The Company Profit Sharing P…$40MBlue Canyon Technologies, Inc. 401(k) Profit Sharing PlanBlue Canyon Technologies, In…$40M
End-of-year total assets ($M) among Unaka Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$40M
Net Income$4M
Employer EIN620506766
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unaka Company, Inc)

Sponsor-wide plan assets over time

All Unaka Company, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$40M 22.73309354115529% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32.2M $39.5M ▲ +22.7%
Year Plans Participants Total Assets
2022 1 803 $32M
2023 1 807 $36M
2024 1 732 $40M

Nearby 401(k) Plans in Tennessee

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

Unaka Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Unaka Company 401(k) Profit Sharing Plan, Total assets ($B): 0.039518479 · Participants: 732Unaka Company 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Unaka Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Unaka Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Unaka Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is United Heritage Financial Group 401(k) Plan in ID ($40M); by covered participants it is Retirement Savings Plan for Salaried Ees of Alcoa USA Corp. in PA (732 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (732 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 Unaka Company 401(k) Profit Sharing Plan assets move in 2024? ▼
Unaka Company 401(k) Profit Sharing Plan grew at a solid clip - up 10.9% during 2024, from $36M to $40M. Reported net income was $4M.
How have Unaka Company, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unaka Company, Inc's sponsor-wide assets grew 22.7%, from $32M to $40M.
Where does Unaka Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Unaka Company 401(k) Profit Sharing Plan ranks in the 81st 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 Unaka Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Heritage Financial Group 401(k) Plan in ID ($40M, 162 participants).
Which 401(k) plans cover a similar participant headcount to Unaka Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retirement Savings Plan for Salaried Ees of Alcoa USA Corp. in PA (732 participants, $424M 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 620506766.

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.