401(k) · DOL Form 5500 · 2022

Universal Group 401(k) Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size
935
Participants Near avg headcount
93rd
Percentile by assets National rank
$112,526
Avg per participant Below avg balance/head
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Official DOL plan name: Universal Insurance Company Profit Sharing and Savings Plan · Sponsored by Universal Group · Puerto Rico · Professional & Technical Services

$105M in assets, 935 participants

Universal Group's Universal Insurance Company Profit Sharing and Savings Plan reported $105M in total assets and 935 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #20,292 in Professional & Technical Services (21,562 peers)

Coverage in Puerto Rico

Universal Insurance Company Profit Sharing and Savings Plan covers 935 participants in Puerto Rico, 10x the typical Puerto Rico plan (state average ~89 per filing). Assets: $105M.

#20,292
in Professional & Technical Services (21,562 peers)
-8.8%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Universal Insurance Company Profit Sharing and Savings Plan's outsized position by total assets

Universal Insurance Company Profit Sharing and Savings Plan vs every filed plan by assets

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

$105,211,351 Top 7% higher than 93% 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 Insurance Company Profit Sharing and Savings 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 Insurance Company Profit Sharing and Savings Plan sits mid-pack in the medium band (935 participants).

Form 5500 schedule snapshot

Filing strip 660313825 · Universal Group PY 2022 · 401(k)

Universal Insurance Company Profit Sharing and Savings Plan · $105M · 935 · 93rd

  • ASSETS $105M
  • PCT 935
  • EIN 93rd
  • RANK 401(k)
  • PHOTO near Advansix Inc. Savings Plan
  • IND ind #20292

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Universal Insurance Company Profit Sharing and Savings Plan in the asset neighbourhood

Santafe Healthcare, Inc. 401(k) Retirement Savings PlanSantafe Healthcare, Inc. 401…$105MAtlanta Women's Health Group, P.C. 401(k) Retirement PlanAtlanta Women's Health Group…$105MUniversal Insurance Company Profit Sharing and Savings PlanUniversal Insurance Company …$105MAdvansix Inc. Savings Plan$105MMbs Textbook Exchange, LLC Profit Sharing PlanMbs Textbook Exchange, LLC P…$105M
End-of-year total assets ($M) among Universal Insurance Company Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$105M
Net Income-$10M
Employer EIN660313825
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Universal Group)

Sponsor-wide plan assets over time

All Universal Group plans reported in each filing year

Latest sponsor-wide plan assets
$134M 27.704778736279128% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $105M $134M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 935 $105M
2023 1 936 $122M
2024 1 1,145 $134M

Nearby 401(k) Plans in Puerto Rico

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

Universal Insurance Company Profit Sharing and Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 0100200300400500 Total assets ($M) Participants Universal Insurance Company Profit Sharing and Savings Plan, Total assets ($M): 105.211351 · Participants: 935Universal Insurance Company Profit Sharing and Savings PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 395.719328 · Participants: 99Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 199.441427 · Participants: 680Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 173.134958 · Participants: 1776Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 126.787407 · Participants: 806Popular, Inc. USA 401(k) Savings & Investment PlanFirst Bank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 118.043413 · Participants: 2767First Bank 401(k) Retirement Plan for Residents of Puerto Rico
Universal Insurance Company Profit Sharing and Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Universal Insurance Company Profit Sharing and Savings Plan side-by-side with 3 peers →

Universal Insurance Company Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Advansix Inc. Savings Plan in NJ ($105M); by covered participants it is Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan in CT (935 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (935 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 Insurance Company Profit Sharing and Savings Plan assets move in 2022? ▼
Universal Insurance Company Profit Sharing and Savings Plan pulled back noticeably - down 8.8% during 2022, from $115M to $105M. Reported net income was -$10M.
How have Universal Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Universal Group's sponsor-wide assets grew 27.7%, from $105M to $134M.
Where does Universal Insurance Company Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
Universal Insurance Company Profit Sharing and Savings Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Universal Insurance Company Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advansix Inc. Savings Plan in NJ ($105M, 1,367 participants).
Which 401(k) plans cover a similar participant headcount to Universal Insurance Company Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan in CT (935 participants, $18M 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 660313825.

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.