401(k) · DOL Form 5500 · 2024

Union Savings Bank 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
563
Participants Below avg headcount
83rd
Percentile by assets National rank
$79,129
Avg per participant Below avg balance/head
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Official DOL plan name: Union Savings Bank 401(k) Plan · Sponsored by Union Savings Bank · Ohio · Finance & Insurance

$45M in assets, 563 participants

Union Savings Bank's Union Savings Bank 401(k) Plan reported $45M in total assets and 563 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,270 in Finance & Insurance (8,549 peers)

Where Union Savings Bank 401(k) Plan sits by assets

Union Savings Bank 401(k) Plan sits in the top quartile of all filed plans by assets, $45M for 563 participants (~$79,129/participant), up 6.2% in 2024.

#6,270
in Finance & Insurance (8,549 peers)
+6.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Union Savings Bank 401(k) Plan's outsized position by total assets

Union Savings Bank 401(k) Plan vs every filed plan by assets

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

$44,549,842 Top 17% higher than 83% 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 Savings Bank 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. Union Savings Bank 401(k) Plan sits mid-pack in the medium band (563 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Union Savings Bank 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Union Savings Bank 401(k) Plan reported participants fell from 606 in the plan year 2023 filing to 563 in the plan year 2024 filing.
  • Union Savings Bank 401(k) Plan end-of-year assets rose from $42M in the plan year 2023 filing to $45M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 310473290 · Union Savings Bank PY 2024 · 401(k)

Union Savings Bank 401(k) Plan · $45M · 563 · 83rd

  • SCH $45M
  • EBSA 563
  • PART 83rd
  • TYPE 401(k)
  • NET near M/E Engineering, P. C. 401(k) Plan
  • BOOK ind #6270

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 Ohio →

Union Savings Bank 401(k) Plan in the asset neighbourhood

Union Savings Bank 401(k) PlanUnion Savings Bank 401(k) Pl…$45MM/E Engineering, P. C. 401(k) PlanM/E Engineering, P. C. 401(k…$45MDeferred Salary Profit Sharing Thrift Plan for Employees of Science andDeferred Salary Profit Shari…$45MJones Plastic & Engineering Company, LLC 401(k) PlanJones Plastic & Engineering …$45MBright Wood 401(k) Savings and Profit Sharing PlanBright Wood 401(k) Savings a…$45M
End-of-year total assets ($M) among Union Savings Bank 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)$42M
Net Assets (End of Year)$45M
Net Income$3M
Employer EIN310473290
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Savings Bank)

Sponsor-wide plan assets over time

All Union Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$45M 11.681670962268985% vs 2022
2024 filing year
$38M$40M$42M$44M$46M 202220232024 $39.9M $44.6M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 621 $40M
2023 1 606 $42M
2024 1 563 $45M

Nearby 401(k) Plans in Ohio

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

Union Savings Bank 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Union Savings Bank 401(k) Plan, Total assets ($B): 0.044549842 · Participants: 563Union Savings Bank 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Union Savings Bank 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Union Savings Bank 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is M/E Engineering, P. C. 401(k) Plan in NY ($45M); by covered participants it is Ailo Logistics 401(k) Plan in CA (563 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (563 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 Savings Bank 401(k) Plan assets move in 2024? ▼
Union Savings Bank 401(k) Plan grew at a solid clip - up 6.2% during 2024, from $42M to $45M. Reported net income was $3M.
How have Union Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Savings Bank's sponsor-wide assets grew 11.7%, from $40M to $45M.
Where does Union Savings Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
Union Savings Bank 401(k) Plan ranks in the 83rd 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 Union Savings Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is M/E Engineering, P. C. 401(k) Plan in NY ($45M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Union Savings Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ailo Logistics 401(k) Plan in CA (563 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 310473290.

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.