401(k) · DOL Form 5500 · 2024

Unger Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
135
Participants Small participant base
65th
Percentile by assets National rank
$113,652
Avg per participant Below avg balance/head
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Official DOL plan name: Unger 401(k) & Profit Sharing Plan · Sponsored by Unger Enterprises, LLC · Connecticut · Manufacturing

$15M in assets, 135 participants

Unger Enterprises, LLC's Unger 401(k) & Profit Sharing Plan reported $15M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #9,422 in Manufacturing (17,777 peers)

Coverage in Connecticut

Unger 401(k) & Profit Sharing Plan covers 135 participants in Connecticut, about 19% of the average Connecticut filer (state average ~718 per filing). Assets: $15M.

#9,422
in Manufacturing (17,777 peers)
+18.8%
assets growth YoY

Unger 401(k) & Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Unger 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$15,343,077 Top 35% higher than 65% 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

Unger 401(k) & Profit Sharing 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. Unger 401(k) & Profit Sharing Plan sits mid-pack in the medium band (135 participants).

Plan-year Form 5500 strip

Filing strip 471994553 · Unger Enterprises, LLC PY 2024 · 401(k)

Unger 401(k) & Profit Sharing Plan · $15M · 135 · 65th

  • RANK $15M
  • PHOTO 135
  • IND 65th
  • EOY 401(k)
  • 5500 near Schuster Co Inc 401(k) P/S
  • ASSETS ind #9422

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 Manufacturing retirement plans → · Plans in Connecticut →

Unger 401(k) & Profit Sharing Plan in the asset neighbourhood

The Eye Center of Central PA, LLP 401(k) Profit Sharing PlanThe Eye Center of Central PA…$15MUnger 401(k) & Profit Sharing PlanUnger 401(k) & Profit Sharin…$15MSchuster Co Inc 401(k) P/S$15MTopflight Corporation Deferred Savings PlanTopflight Corporation Deferr…$15MCanam Bridges US Inc 401(k) PlanCanam Bridges US Inc 401(k) …$15M
End-of-year total assets ($M) among Unger 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN471994553
Plan Effective Date2006-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Unger 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Unger 401(k) & Profit Sharing Plan, Total assets ($B): 0.015343077 · Participants: 135Unger 401(k) & Profit Sharing PlanRtx 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
Unger 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Unger 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Unger 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Schuster Co Inc 401(k) P/S in IA ($15M); by covered participants it is Ahold Delhaize USA 401(k) Plan in MA (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Unger 401(k) & Profit Sharing Plan assets move in 2024? ▼
Unger 401(k) & Profit Sharing Plan grew sharply - up 18.8% during 2024, from $13M to $15M. Reported net income was $2M.
Which 401(k) plans are similar in size to Unger 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schuster Co Inc 401(k) P/S in IA ($15M, 485 participants).
Which 401(k) plans cover a similar participant headcount to Unger 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Delhaize USA 401(k) Plan in MA (135 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 471994553.

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.