Defined Benefit (Pension) · DOL Form 5500 · 2024
Unify Inc. Pension Plan
Data updated 2026-05-15
- $212M
- Total assets
- 82
- Participants
- 95th
- Percentile by assets
- $2.6M
- Avg per participant
Sponsored by Unify Inc. · Arizona · Information & Media
What the 2024 filing shows
Unify Inc. Pension Plan holds $212M for 82 participants - about $2.6M per participant, in the top 5% of all filed plans by assets, down 8.4% over the 2024 plan year.
- $212M
- total plan assets (2024 EOY)
- 82
- covered participants
- 95th
- percentile by assets (of 116,472 plans)
- $2.6M
- avg assets per participant
The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Defined Benefit (Pension) · DOL Form 5500 · 2024
What the Filing Says About Unify Inc. Pension Plan
Unify Inc. Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Unify Inc., headquartered in Arizona. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $212M in total end-of-year assets and covers 82 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 262722137, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets pulled back noticeably from $232M at the beginning of 2024 to $212M at year-end - down 8.4%. Net assets (after liabilities) closed the year at $212M, with reported net income of -$20M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years Unify Inc. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $235M to $212M, a decline of 9.8%, while reported participants moved from 135 to 82 (-39.3%). The strongest year on file by total sponsor assets was 2022 at $235M; the softest was 2024 at $212M. Year-by-year, sponsor-wide filings show: 2022 - $235M in assets across 1 plan covering 135 participants; 2023 - $232M in assets across 1 plan covering 120 participants; 2024 - $212M in assets across 1 plan covering 82 participants.
By assets, Unify Inc. Pension Plan outranks 95% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.1x the national average plan size of $100M and 730 average participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Unify Inc. Pension Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2024)
| Total Assets (Beginning of Year) | $232M |
|---|---|
| Total Assets (End of Year) | $212M |
| Net Assets (End of Year) | $212M |
| Net Income | -$20M |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 262722137 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Unify Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $235M |
| 2023 | 1 | 120 | $232M |
| 2024 | 1 | 82 | $212M |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pinnacle West Capital Corporation Retirement Plan $3.1B · 6,044
- Salt River Project Employees' Retirement Plan $2.9B · 4,989
- Avnet Pension Plan $472M · 2,732
- Liberty Utilities Defined Benefit Pension Plan $405M · 578
- Tucson Electric Power Company Salaried Employees Retirement Plan $267M · 846
Frequently Asked Questions
How much money is in the Unify Inc. Pension Plan? ▼
What type of plan is Unify Inc. Pension Plan? ▼
Who sponsors the Unify Inc. Pension Plan? ▼
How did Unify Inc. Pension Plan perform in 2024? ▼
What this filing means
Ways to act on Unify Inc. Pension Plan's numbers.
- By total assets, Unify Inc. Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Arizona. Compare plans
- Unify Inc.'s sponsor-wide assets have declined 9.8% since 2022 across 3 plan years on file. More Information & Media plans
- A Defined Benefit (Pension) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 262722137.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.