401(k) · DOL Form 5500 · 2024

Union Agener, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
173
Participants Small participant base
70th
Percentile by assets National rank
$111,575
Avg per participant Below avg balance/head
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Official DOL plan name: Union Agener, Inc. 401(k) Savings Plan · Sponsored by Union Agener, Inc. · Georgia · Manufacturing

$19M in assets, 173 participants

Union Agener, Inc.'s Union Agener, Inc. 401(k) Savings Plan reported $19M in total assets and 173 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #10,477 in Manufacturing (17,777 peers)

Coverage in Georgia

Union Agener, Inc. 401(k) Savings Plan covers 173 participants in Georgia, about 16% of the average Georgia filer (state average ~1,096 per filing). Assets: $19M.

#10,477
in Manufacturing (17,777 peers)
+19.0%
assets growth YoY

Union Agener, Inc. 401(k) Savings Plan's outsized position by total assets

Union Agener, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$19,302,437 Top 30% higher than 70% 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 Agener, Inc. 401(k) Savings 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. Union Agener, Inc. 401(k) Savings Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Union Agener, Inc. 401(k) Savings Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Union Agener, Inc. 401(k) Savings Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Union Agener, Inc. 401(k) Savings Plan reported participants fell from 178 in the plan year 2023 filing to 173 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 831712317 · Union Agener, Inc. PY 2024 · 401(k)

Union Agener, Inc. 401(k) Savings Plan · $19M · 173 · 70th

  • PART $19M
  • PART 173
  • PART 70th
  • PART 401(k)
  • PART near Biocare Medical 401(k) Plan and Trust
  • PART ind #10477

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 Georgia →

Union Agener, Inc. 401(k) Savings Plan in the asset neighbourhood

Union Agener, Inc. 401(k) Savings PlanUnion Agener, Inc. 401(k) Sa…$19MBiocare Medical 401(k) Plan and TrustBiocare Medical 401(k) Plan …$19MParagon Retirement Plan and TrustParagon Retirement Plan and …$19MAnesthesia Associates Medical Group, Inc. Profit Sharing PlanAnesthesia Associates Medica…$19MHighland Bank 401(k) Plan$19M
End-of-year total assets ($M) among Union Agener, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN831712317
Plan Effective Date2018-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Agener, Inc.)

Sponsor-wide plan assets over time

All Union Agener, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 64.96035725389527% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.7M $19.3M ▲ +65.0%
Year Plans Participants Total Assets
2022 1 169 $12M
2023 1 178 $16M
2024 1 173 $19M

Nearby 401(k) Plans in Georgia

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

Union Agener, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Union Agener, Inc. 401(k) Savings Plan, Total assets ($B): 0.019302437 · Participants: 173Union Agener, Inc. 401(k) Savings PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Union Agener, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Union Agener, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Union Agener, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Biocare Medical 401(k) Plan and Trust in CA ($19M); by covered participants it is Gray & Skyler Electric Companies 401(k) Plan in CA (173 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (173 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 Agener, Inc. 401(k) Savings Plan assets move in 2024? ▼
Union Agener, Inc. 401(k) Savings Plan grew sharply - up 19.0% during 2024, from $16M to $19M. Reported net income was $3M.
How have Union Agener, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Agener, Inc.'s sponsor-wide assets grew 65.0%, from $12M to $19M.
Which 401(k) plans are similar in size to Union Agener, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Biocare Medical 401(k) Plan and Trust in CA ($19M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Union Agener, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gray & Skyler Electric Companies 401(k) Plan in CA (173 participants, $8M 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 831712317.

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.