401(k) · DOL Form 5500 · 2024

Union Savings Bank 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
369
Participants Below avg headcount
88th
Percentile by assets National rank
$208,315
Avg per participant Above avg balance/head
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Official DOL plan name: Union Savings Bank 401(k) Profit Sharing Plan & Trust · Sponsored by Union Savings Bank · Connecticut · Finance & Insurance

$77M in assets, 369 participants

Union Savings Bank's Union Savings Bank 401(k) Profit Sharing Plan & Trust reported $77M in total assets and 369 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,014 in Finance & Insurance (8,549 peers)

Where Union Savings Bank 401(k) Profit Sharing Plan & Trust sits by assets

Union Savings Bank 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $77M for 369 participants (~$208,315/participant), up 14.2% in 2024.

#7,014
in Finance & Insurance (8,549 peers)
+14.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Union Savings Bank 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Union Savings Bank 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$76,868,233 Top 12% higher than 88% 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) Profit Sharing Plan & Trust 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) Profit Sharing Plan & Trust sits mid-pack in the medium band (369 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Union Savings Bank 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $67M in the plan year 2023 filing to $77M in the plan year 2024 filing.
  • Union Savings Bank 401(k) Profit Sharing Plan & Trust reported net income fell from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Union Savings Bank 401(k) Profit Sharing Plan & Trust reported participants rose from 353 in the plan year 2023 filing to 369 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 060570800 · Union Savings Bank PY 2024 · 401(k)

Union Savings Bank 401(k) Profit Sharing Plan & Trust · $77M · 369 · 88th

  • RANK $77M
  • RANK 369
  • RANK 88th
  • RANK 401(k)
  • RANK near Wright-Pierce Employees Section 401(k) Profit Sharing Plan
  • RANK ind #7014

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 Connecticut →

Union Savings Bank 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Sakata Employee Profit Sharing & Savings PlanSakata Employee Profit Shari…$77MUnion Savings Bank 401(k) Profit Sharing Plan & TrustUnion Savings Bank 401(k) Pr…$77MWright-Pierce Employees Section 401(k) Profit Sharing PlanWright-Pierce Employees Sect…$77MThe Alliance of State Retail Associations 401(k) Plan & TrustThe Alliance of State Retail…$77MInsteel Industries, Inc Retirement Savings PlanInsteel Industries, Inc Reti…$77M
End-of-year total assets ($M) among Union Savings Bank 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$77M
Net Income$10M
Employer EIN060570800
Plan Effective Date1990-01-01
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
$191M 17.158906304260768% vs 2022
2024 filing year
$160M$170M$180M$190M$200M 202220232024 $163M $191M ▲ +17.2%
Year Plans Participants Total Assets
2022 2 680 $163M
2023 2 659 $183M
2024 2 675 $191M

Nearby 401(k) Plans in Connecticut

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

Union Savings Bank 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Union Savings Bank 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.076868233 · Participants: 369Union Savings Bank 401(k) Profit Sharing Plan & TrustRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Union Savings Bank 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Union Savings Bank 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Wright-Pierce Employees Section 401(k) Profit Sharing Plan in ME ($77M); by covered participants it is U-Tec Construction, Inc. Retirement Plan in GA (369 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (369 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) Profit Sharing Plan & Trust assets move in 2024? ▼
Union Savings Bank 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 14.2% during 2024, from $67M to $77M. Reported net income was $10M.
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 17.2%, from $163M to $191M.
Where does Union Savings Bank 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Union Savings Bank 401(k) Profit Sharing Plan & Trust ranks in the 88th 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) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wright-Pierce Employees Section 401(k) Profit Sharing Plan in ME ($77M, 384 participants).
Which 401(k) plans cover a similar participant headcount to Union Savings Bank 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is U-Tec Construction, Inc. Retirement Plan in GA (369 participants, N/A 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 060570800.

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.