401(k) · DOL Form 5500 · 2022

Universal Property & Casualty 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
953
Participants Near avg headcount
88th
Percentile by assets National rank
$55,319
Avg per participant Low balance/head
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Official DOL plan name: Universal Property & Casualty 401(k) Profit Sharing Plan · Sponsored by Universal Property & Casualty · Florida · Finance & Insurance

$53M in assets, 953 participants

Universal Property & Casualty's Universal Property & Casualty 401(k) Profit Sharing Plan reported $53M in total assets and 953 participants in its 2022 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.

  • #7,538 in Finance & Insurance (9,261 peers)

Where Universal Property & Casualty 401(k) Profit Sharing Plan sits by assets

Universal Property & Casualty 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $53M for 953 participants (~$55,319/participant), down 2.4% in 2022.

#7,538
in Finance & Insurance (9,261 peers)
-2.4%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Universal Property & Casualty 401(k) Profit Sharing Plan's outsized position by total assets

Universal Property & Casualty 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$52,719,266 Top 12% higher than 88% of 139,123 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 2022

Universal Property & Casualty 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Universal Property & Casualty 401(k) Profit Sharing Plan sits mid-pack in the medium band (953 participants).

Plan-year Form 5500 strip

Filing strip 650789077 · Universal Property & Casualty PY 2022 · 401(k)

Universal Property & Casualty 401(k) Profit Sharing Plan · $53M · 953 · 88th

  • BOOK $53M
  • VS-ST 953
  • BOY 88th
  • SCH 401(k)
  • EBSA near Elara Caring 401(k) Plan
  • PART ind #7538

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 Florida →

Universal Property & Casualty 401(k) Profit Sharing Plan in the asset neighbourhood

Warady & Davis, LLP Profit Sharing and Savings PlanWarady & Davis, LLP Profit S…$53MElara Caring 401(k) Plan$53MUniversal Property & Casualty 401(k) Profit Sharing PlanUniversal Property & Casualt…$53MThe Humane Society of the United States 401(k) Savings PlanThe Humane Society of the Un…$53MGuerbet, LLC Retirement Savings PlanGuerbet, LLC Retirement Savi…$53M
End-of-year total assets ($M) among Universal Property & Casualty 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$53M
Net Income-$1M
Employer EIN650789077
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Universal Property & Casualty)

Sponsor-wide plan assets over time

All Universal Property & Casualty plans reported in each filing year

Latest sponsor-wide plan assets
$83M 56.93182450605438% vs 2022
2024 filing year
$40M$50M$60M$70M$80M$90M 202220232024 $52.7M $82.7M ▲ +56.9%
Year Plans Participants Total Assets
2022 1 953 $53M
2023 1 1,171 $68M
2024 1 1,191 $83M

Nearby 401(k) Plans in Florida

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

Universal Property & Casualty 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Universal Property & Casualty 401(k) Profit Sharing Plan, Total assets ($B): 0.052719266 · Participants: 953Universal Property & Casualty 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Universal Property & Casualty 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Universal Property & Casualty 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Elara Caring 401(k) Plan in TX ($53M); by covered participants it is Berkshire Bank 401(k) Plan in MA (953 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (953 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Universal Property & Casualty 401(k) Profit Sharing Plan assets move in 2022? ▼
Universal Property & Casualty 401(k) Profit Sharing Plan edged down modestly - down 2.4% during 2022, from $54M to $53M. Reported net income was -$1M.
How have Universal Property & Casualty plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Universal Property & Casualty's sponsor-wide assets grew 56.9%, from $53M to $83M.
Where does Universal Property & Casualty 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Universal Property & Casualty 401(k) Profit Sharing Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Universal Property & Casualty 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elara Caring 401(k) Plan in TX ($53M, 13,344 participants).
Which 401(k) plans cover a similar participant headcount to Universal Property & Casualty 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berkshire Bank 401(k) Plan in MA (953 participants, $150M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 650789077.

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.