Multiple plan years U sponsor index DOL Form 5500

Plans by Sponsor: U

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

1,787 retirement plans with sponsors starting with "U"

Browsing Retirement Plans: Sponsors Starting With "U"

This letter index groups 1,787 retirement plans whose sponsor name begins with the letter "U". The full browse index covers 107,181 plans across all 26 letters of the alphabet. Results are paginated 50 per page, and you are currently viewing page 26 of 36. Each listing links to a detail page with the plan's Form 5500 fields, plan type, total assets, participant count, sponsor EIN, state of record, and filing status for that plan's most recently filed plan year (listings on this index span multiple plan years, sortable below).

Sort controls above let you reorder the list by sponsor name (default alphabetical), participant count (largest first), or plan year. The participant column shows total covered workers, a mix of active employees, separated employees with remaining balances, and retirees receiving benefits. Sponsors are listed as they appear on the Form 5500 filing, which may differ from the public-facing corporate brand; a single holding company can sponsor multiple plans, and large employers may also appear under subsidiary names.

All data on this page comes from U.S. Department of Labor Form 5500 annual returns released through EFAST2. The dataset covers plans with 100+ participants plus smaller plans that file voluntarily. Figures reflect a single plan-year snapshot and fluctuate with market performance, contributions, and benefit payouts. This browse index is informational only, summarizing public regulatory filings for research and educational purposes, and is not retirement, tax, legal, or financial advice. Before relying on any figure to evaluate an employer's plan or make retirement decisions, verify the underlying filing directly on EFAST2 and consult a qualified professional.

Showing 1,251–1,300 of 1,787

Plan Participants
University of Miami Retirement Savings Plan
University of Miami
12,711
Retirement Savings Plan III
University of Miami
5,930
University of Miami Retirement Savings Plan II
University of Miami
1,414
University of Miami Supplemental Retirement Annuity Program
University of Miami
2,117
University of Michigan Credit Union 401(k) Savings Plan
University of Michigan Credit Union
223
University of Minnesota Physicians Retirement Savings and 401(k) Plan
University of Minnesota Physicians
4,568
University of Mount Olive 401(k) Plan
University of Mount Olive
208
University of Mount Saint Vincent Defined Contribution Plan
University of Mount Saint Vincent
309
University of Mount Union Defined Contribution Retirement Plan
University of Mount Union
412
University of Nebraska Federal Credit Union 401(k) Plan and Trust
University of Nebraska Federal Credit Union
31
University of Nebraska Foundation Defined Contribution Retirement Plan
University of Nebraska Foundation
249
University of New England Defined Contribution Plan
University of New England
1,126
University of New Haven Retirement and 403(b) Savings Plan
University of New Haven
879
University of Northwestern - St. Paul 403(b) Plan
University of Northwestern - St. Paul
859
University of Notre Dame Employees' Pension Plan
University of Notre Dame Du Lac
1,396
University of Notre Dame 403(b) Retirement Plan
University of Notre Dame Du Lac
10,920
University of Oklahoma Foundation Savings Plan
University of Oklahoma Foundation
181
University of Pikeville Retirement Plan
University of Pikeville
571
Pitt-Upmc Medical & Health Sciences Fdn 403b Plan
University of Pittsburgh and Upmc Medical and Health Sciences Foundati
90
Pitt-Upmc Medical & Health Sciences Fdn 401a Plan
University of Pittsburgh and Upmc Medical and Health Sciences Foundati
88
University of Portland Defined Contribution and Tax Deferred Annuity
University of Portland
811
University of Providence 403(b) DC Plan
University of Providence
262
University of Richmond Defined Contribution Retirement Plan
University of Richmond
1,810
University of Rio Grande Retirement Savings Plan
University of Rio Grande
172
University of Rochester Retirement Program
University of Rochester
28,970
University of Saint Joseph 403(b) Retirement Plan
University of Saint Joseph
813
University of Saint Mary 401(k) Retirement Savings Plan
University of Saint Mary, Inc
750
University of San Diego Defined Contribution Retirement Plan
University of San Diego
2,690
University of San Francisco Voluntary Retirement Plan
University of San Francisco
2,889
University of San Francisco Defined Contribution Retirement Plan
University of San Francisco
2,828
The University of Scranton 403(b) Plan
University of Scranton
699
Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
University of Scranton
632
Retirement Plan for Clerical and Maintenance Employees of the University of Scranton
University of Scranton
286
University of Sioux Falls 403(b) Plan
University of Sioux Falls
328
University of Southern California Support Staff Retirement Plan
University of Southern California
1,616
University of Southern California Tax-Deferred Annuity Plan
University of Southern California
20,886
Keck Medicine of Usc 401(k) Retirement Plan
University of Southern California
3,941
University of Southern California Defined Contribution Retirement Plan
University of Southern California
19,806
University of St. Augustine for Health Sciences 401(k) Retirement Savings Plan
University of St. Augustine for Health Sciences, LLC
1,004
University of St. Thomas 403(b) Retirement Plan
University of St. Thomas
869
University of St. Thomas Retirement Plan
University of St. Thomas
2,357
University of the Ozarks Defined Contribution Retirement Plan
University of the Ozarks
441
University of the Pacific Defined Contribution Plan
University of the Pacific
3,107
University of the Southwest 403(b) Retirement Plan
University of the Southwest
104
University of Vermont Foundation 403(b) Plan
University of Vermont and State Agricultural College Foundation, Inc.
81
University of Virginia Community Credit Union, Inc. 401(k) Plan and Trust
University of Virginia Community Credit Union, Inc.
260
University of Virginia Darden School Foundation Retirement Plan
University of Virginia Darden School Foundation
92
University of Virginia Physicians Group Clinicians Supplemental Retirement Plan
University of Virginia Physicians Group
465
Uva Physicians Group Retirement Plan
University of Virginia Physicians Group
1,443
Uva Physicians Group Voluntary Tax-Deferred Savings Plan
University of Virginia Physicians Group
2,043
Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.

Why Form 5500 Data Matters for Retirement Planning

Form 5500 is the annual return that virtually every private-sector retirement plan in the United States files with the Department of Labor. The filing covers funding, participant counts, plan investments, fees, service providers, and corrective contributions. Because the data is collected for regulatory oversight rather than marketing, it is one of the most consistent windows into the retirement economy: the same questions are asked of plans across all industries and all states, year after year. That consistency makes it possible to compare plans, sponsors, and markets on equal footing, a kind of comparability that voluntary survey data and vendor brochures cannot provide.

PlainRetire reorganizes the Form 5500 universe so a participant, employer, or analyst can ask everyday questions of the dataset without reading thousands of pages of agency documentation. Browsing by state surfaces concentration patterns: where pension assets sit, which states host the largest 401(k) sponsors, where retirement coverage trails the national average. Browsing by industry reveals the structural difference between sectors that historically relied on defined-benefit pensions and sectors that adopted defined-contribution plans early. Browsing by plan size highlights both the largest sponsors, typically Fortune 500 employers and multi-employer Taft–Hartley funds, and the long tail of small plans that collectively cover millions of workers.

What This Hub Page Aggregates

Each hub page on PlainRetire is a navigable index into the underlying database. The page shows summary counts, the most recent Form 5500 vintage, and direct links to individual plan detail pages. Detail pages carry the canonical filings, schedules where applicable, and audit trail back to the DOL's EFAST2 disclosure portal. Where the underlying dataset supports it, hub pages also expose key aggregates: total participant counts, aggregate assets, plan-type breakdowns (401(k), pension, profit-sharing, ESOP), and changes over the most recent reporting period.

Plan data is updated as DOL releases new annual Form 5500 datasets. Filings have a roughly seven-month lag from plan year end, so the most recent vintage typically reflects the previous full calendar year. This lag is inherent to the disclosure regime, plans are given time to gather audit reports and service-provider statements, and PlainRetire reflects the timing transparently rather than backfilling estimates.

Reading the Data With Appropriate Caveats

Aggregate numbers are useful for trend-spotting and structural comparison; they are less useful for decisions about a specific plan. The participant count for a state, for instance, includes both very large plans (which dominate the total) and very small plans (which influence median but not mean). When evaluating a specific employer's plan, drill into the plan detail page and consider plan-type, asset-mix, fee structure, and audit history, these details are flattened in any hub-level aggregate. Where regulatory updates change the categorization of a plan, PlainRetire preserves the historical filing alongside the most recent one so longitudinal analyses remain valid.