Defined Benefit (Pension) · DOL Form 5500 · 2024
Unify Inc. Pension Plan
Data updated 2026-08-25
- $212M
- Total assets Near avg plan size
- 82
- Participants Small participant base
- 94th
- Percentile by assets National rank
- $2.6M
- Avg per participant High balance/head
Official DOL plan name: Unify Inc. Pension Plan · Sponsored by Unify Inc. · Arizona · Information & Media
$212M in assets, 82 participants
Unify Inc.'s Unify Inc. Pension Plan reported $212M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #2,594 in Information & Media (2,822 peers)
Where Unify Inc. Pension Plan sits by assets
Unify Inc. Pension Plan sits in the top 10% of all filed plans by assets, $212M for 82 participants (~$2.6M/participant), down 8.4% in 2024.
- #2,594
- in Information & Media (2,822 peers)
- -8.4%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
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.
Unify Inc. Pension Plan's outsized position by total assets
Unify Inc. Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$212,409,896 Top 6% higher than 94% 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
Unify Inc. Pension Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unify Inc. Pension Plan is a small filing (82 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Unify Inc. Pension Plan reported net income fell from -$3M in the plan year 2023 filing to -$20M in the plan year 2024 filing.
- Unify Inc. Pension Plan reported participants fell from 120 in the plan year 2023 filing to 82 in the plan year 2024 filing.
- Unify Inc. Pension Plan end-of-year assets fell from $232M in the plan year 2023 filing to $212M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 262722137 · Unify Inc. PY 2024 · Defined Benefit (Pension)
Unify Inc. Pension Plan · $212M · 82 · 94th
- PART $212M
- TYPE 82
- NET 94th
- BOOK Defined Benefit (Pension)
- VS-ST near Nyu Langone Hospital-Brooklyn Uft Retirement Plan
- BOY ind #2594
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 Information & Media retirement plans → · Plans in Arizona →
Unify Inc. Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $232M |
|---|---|
| Net Assets (End of Year) | $212M |
| Net Income | -$20M |
| Employer EIN | 262722137 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Unify Inc.)
Sponsor-wide plan assets over time
All Unify Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $212M 9.775265797690324% vs 2022
- 2024 filing year
| 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
- Desert States Employers & Ufcw Unions Pension Plan $1.0B · 24,099
- Avnet Pension Plan $472M · 2,732
- Arizona Pipe Trades Pension Plan $419M · 2,281
Unify Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Arizona, the nearest Defined Benefit (Pension) by assets is Nyu Langone Hospital-Brooklyn Uft Retirement Plan in NY ($212M); by covered participants it is The Connecticut Water Company Employees' Retirement Plan in CT (82 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($212M here).
- Nyu Langone Hospital-Brooklyn Uft Retirement Plan (NY) $212M · 1,162
- Sabre Glbl Inc. Legacy Pension Plan (TX) $212M · 187
- Hope Gas Pension Plan (WV) $212M · 297
- Freight Drivers and Helpers Local Union No. 557 Pension Plan (MD) $213M · 216
Similar participant headcount
Nearest other-state filings by covered participants (82 participants); asset peers above are excluded.
- The Connecticut Water Company Employees' Retirement Plan (CT) 82 · 0 off
- Retirement Plan for Bargaining Unit Employees of Warren General Hospital (PA) 82 · 0 off
- Liberty Steel Products, Inc. Defined Benefit Plan (OH) 82 · 0 off
- Retirement Plan of Members of Upagra Employees of Telemundo Puerto Rico, Inc (PR) 82 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.