401(k) · DOL Form 5500 · 2024

Unity Bank 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 134
Participants Small participant base: 52nd
Percentile by assets National rank: $61,628
Avg per participant Low balance/head

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Official DOL plan name: Unity Bank Group Retirement Plan · Sponsored by Unity Bank · Wisconsin · Finance & Insurance

$8M in assets, 134 participants

Unity Bank's Unity Bank Group Retirement Plan reported $8M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

#3,071 in Finance & Insurance (8,549 peers)

Coverage in Wisconsin

Unity Bank Group Retirement Plan covers 134 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#3,071
in Finance & Insurance (8,549 peers): +4.8%
assets growth YoY

Unity Bank Group Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Unity Bank Group Retirement Plan vs every filed plan by assets

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

$8,258,164 Top 48% higher than 52% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Unity Bank Group 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. Unity Bank Group Retirement Plan sits mid-pack in the medium band (134 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Unity Bank Group Retirement Plan reported net income fell from $664K in the plan year 2023 filing to $378K in the plan year 2024 filing.
Unity Bank Group Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Unity Bank Group Retirement Plan reported participants fell from 140 in the plan year 2023 filing to 134 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 390532570 · Unity Bank PY 2024 · 401(k)

Unity Bank Group Retirement Plan · $8M · 134 · 52nd

ASSETS $8M
PCT 134
EIN 52nd
RANK 401(k)
PHOTO near Lexington Pediatrics 401(k) Plan
IND ind #3071

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 Wisconsin →

End-of-year total assets ($M) among Unity Bank Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$8M
Net Income	$378K
Employer EIN	390532570
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Unity Bank)

Latest sponsor-wide plan assets: $8M 14.44270709692833% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	133	$7M
2023	1	140	$8M
2024	1	134	$8M

Nearby 401(k) Plans in Wisconsin

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

Unity Bank Group Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $10.5B · 80,015
Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
Fiserv 401(k) Savings Plan $5.1B · 26,372
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
Rockwell Automation Retirement Savings Plan $3.8B · 9,217

Compare Unity Bank Group Retirement Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Lexington Pediatrics 401(k) Plan in MA ($8M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Lexington Pediatrics 401(k) Plan (MA) $8M · 52
Home Creations 401(k) Plan (OK) $8M · 131
Devens Treatment & Recovery Center, LLC 401(k) Plan (MA) $8M · 417
Sentry Financial Corporation Employee 401(k) Profit Sharing Plan (UT) $8M · 11

Similar participant headcount

Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.

Whalar 401(k) Plan (NY) 134 · 0 off
Consumertrack, Inc. 401(k) Profit Sharing Plan (CA) 134 · 0 off
Ark Contracting Services LLC 401(k) Profit Sharing Plan and Trust (TX) 134 · 0 off
Hope Hospice 403(b) Tax Deferred Annuity Plan (TX) 134 · 0 off

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 Unity Bank Group Retirement Plan assets move in 2024? ▼

Unity Bank Group Retirement Plan edged up modestly - up 4.8% during 2024, from $8M to $8M. Reported net income was $378K.

How have Unity Bank plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Unity Bank's sponsor-wide assets grew 14.4%, from $7M to $8M.

Which 401(k) plans are similar in size to Unity Bank Group Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Lexington Pediatrics 401(k) Plan in MA ($8M, 52 participants).

Which 401(k) plans cover a similar participant headcount to Unity Bank Group Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Whalar 401(k) Plan in NY (134 participants, $6M 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 390532570.