401(k) · DOL Form 5500 · 2022

United Overseas Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
150
Participants Small participant base
78th
Percentile by assets National rank
$137,794
Avg per participant Near avg balance/head
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Official DOL plan name: Taj Hotels Retirement Savings Program · Sponsored by United Overseas Holdings, Inc. · New York · Food Services & Accommodation

$21M in assets, 150 participants

United Overseas Holdings, Inc.'s Taj Hotels Retirement Savings Program reported $21M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,344 in Food Services & Accommodation (4,592 peers)

Coverage in New York

Taj Hotels Retirement Savings Program covers 150 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $21M.

#4,344
in Food Services & Accommodation (4,592 peers)
-14.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Taj Hotels Retirement Savings Program's outsized position by total assets

Taj Hotels Retirement Savings Program vs every filed plan by assets

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

$20,669,071 Top 22% higher than 78% 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

Taj Hotels Retirement Savings Program 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. Taj Hotels Retirement Savings Program sits mid-pack in the medium band (150 participants).

Form 5500 schedule snapshot

Filing strip 474914644 · United Overseas Holdings, Inc. PY 2022 · 401(k)

Taj Hotels Retirement Savings Program · $21M · 150 · 78th

  • BOY $21M
  • SCH 150
  • EBSA 78th
  • PART 401(k)
  • TYPE near Stellantis Financial Services, Inc. 401(k) Plan
  • NET ind #4344

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 Food Services & Accommodation retirement plans → · Plans in New York →

Taj Hotels Retirement Savings Program in the asset neighbourhood

Taj Hotels Retirement Savings ProgramTaj Hotels Retirement Saving…$21MStellantis Financial Services, Inc. 401(k) PlanStellantis Financial Service…$21MEndpoint Clinical, Inc. 401(k) PlanEndpoint Clinical, Inc. 401(…$21MThe Fred Jones Group Savings and Profit Sharing PlanThe Fred Jones Group Savings…$21MFirst State Bank of St. Charles Missouri 401(k) PlanFirst State Bank of St. Char…$21M
End-of-year total assets ($M) among Taj Hotels Retirement Savings Program and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$21M
Net Income-$3M
Employer EIN474914644
Plan Effective Date2005-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Overseas Holdings, Inc.)

Sponsor-wide plan assets over time

All United Overseas Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 30.422480042765347% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $20.7M $27M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 150 $21M
2023 1 176 $24M
2024 1 219 $27M

Nearby 401(k) Plans in New York

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

Taj Hotels Retirement Savings Program vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Taj Hotels Retirement Savings Program, Total assets ($B): 0.020669071 · Participants: 150Taj Hotels Retirement Savings ProgramIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Taj Hotels Retirement Savings Program vs. nearby 401(k) plans in New York, assets vs. participants

Taj Hotels Retirement Savings Program's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Stellantis Financial Services, Inc. 401(k) Plan in TX ($21M); by covered participants it is American Office 401(k) Retirement Savings Plan in MD (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Taj Hotels Retirement Savings Program assets move in 2022?
Taj Hotels Retirement Savings Program pulled back noticeably - down 14.4% during 2022, from $24M to $21M. Reported net income was -$3M.
How have United Overseas Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), United Overseas Holdings, Inc.'s sponsor-wide assets grew 30.4%, from $21M to $27M.
Where does Taj Hotels Retirement Savings Program rank by assets among Form 5500 filers?
Taj Hotels Retirement Savings Program ranks in the 78th 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 Taj Hotels Retirement Savings Program?
Among 401(k) plans in other states, the closest by assets is Stellantis Financial Services, Inc. 401(k) Plan in TX ($21M, 350 participants).
Which 401(k) plans cover a similar participant headcount to Taj Hotels Retirement Savings Program?
Among 401(k) plans in other states, the closest by covered participants is American Office 401(k) Retirement Savings Plan in MD (150 participants, N/A in assets).