401(k) · DOL Form 5500 · 2022
Um Holdings, Ltd 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 55
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $155,202
- Avg per participant Above avg balance/head
Official DOL plan name: Um Holdings Ltd/Gym Source 401(k) Plan · Sponsored by Um Holdings, Ltd · New Jersey · Management of Enterprises
$9M in assets, 55 participants
Um Holdings, Ltd's Um Holdings Ltd/Gym Source 401(k) Plan reported $9M in total assets and 55 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #485 in Management of Enterprises (1,193 peers)
Management of Enterprises sector rank
Within Management of Enterprises, Um Holdings Ltd/Gym Source 401(k) Plan ranks #485 of 1,193 2022 filers by assets (4165% of the sector average)-$9M for 55 participants.
- #485
- in Management of Enterprises (1,193 peers)
- -24.7%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Um Holdings Ltd/Gym Source 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers
Um Holdings Ltd/Gym Source 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,536,113 Top 38% higher than 62% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Um Holdings Ltd/Gym Source 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Um Holdings Ltd/Gym Source 401(k) Plan is a small filing (55 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 221982496 · Um Holdings, Ltd PY 2022 · 401(k)
Um Holdings Ltd/Gym Source 401(k) Plan · $9M · 55 · 62nd
- PCT $9M
- EIN 55
- RANK 62nd
- PHOTO 401(k)
- IND near The Chilcote Company 401(k) Profit Sharing Plan
- EOY ind #485
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 Management of Enterprises retirement plans → · Plans in New Jersey →
Um Holdings Ltd/Gym Source 401(k) Plan in the asset neighbourhood
Management of Enterprises filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$3M |
| Employer EIN | 221982496 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Um Holdings, Ltd)
Sponsor-wide plan assets over time
All Um Holdings, Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 4.8410090166332145% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 55 | $9M |
| 2023 | 2 | 62 | $9M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Um Holdings Ltd/Gym Source 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is The Chilcote Company 401(k) Profit Sharing Plan in OH ($9M); by covered participants it is Revinate Retirement Trust in CA (55 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (55 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.