401(k) · DOL Form 5500 · 2022
Ugn, Inc. 401(k) Plan
Data updated 2026-08-11
- $51M
- Total assets
- 1,147
- Participants
- 88th
- Percentile by assets
- $44,598
- Avg per participant
Official DOL plan name: Ugn, Inc. Retirement and Savings Plan · Sponsored by Ugn, Inc. · Illinois · Manufacturing
$51M in assets, 1,147 participants
Ugn, Inc.'s Ugn, Inc. Retirement and Savings Plan reported $51M in total assets and 1,147 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.
- 88th percentile by assets (of 139,126 plans)
- #17,003 in Manufacturing (20,602 peers)
Where Ugn, Inc. Retirement and Savings Plan sits by assets
Ugn, Inc. Retirement and Savings Plan sits in the top quartile of all filed plans by assets, $51M for 1,147 participants (~$44,598/participant), down 19.6% in 2022.
- $51M
- total plan assets (2022 EOY)
- 1,147
- covered participants
- 88th
- percentile by assets (of 139,126 plans)
- $44,598
- avg assets per participant
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Ugn, Inc. Retirement and Savings Plan sits by total assets
Ugn, Inc. Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$51,154,001 Top 12% higher than 88% 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
Ugn, Inc. Retirement and Savings Plan vs the 2022 asset distribution
By assets, Ugn, Inc. Retirement and Savings Plan outranks 88% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | -$12M |
| Employer EIN | 363435795 |
| Plan Effective Date | 1987-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ugn, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,147 | $51M |
| 2023 | 1 | 1,014 | $58M |
| 2024 | 1 | 1,165 | $66M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ugn, Inc. Retirement and Savings Plan by total assets, not by location.
- Taylor Guitars Saving and Retirement Plan (CA) $51M · 519
- R. J. Young Profit Sharing Plan (TN) $51M · 631
- Armada Retirement Savings Plan (PA) $51M · 529
- Merchants Financial Group, Inc. 401(k) Savings Plan (MN) $51M · 452
Frequently Asked Questions
How did Ugn, Inc. Retirement and Savings Plan assets move in 2022? ▼
How have Ugn, Inc. plan assets changed over time? ▼
Where does Ugn, Inc. Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for Ugn, Inc. Retirement and Savings Plan
Scale reading
Ways to act on Ugn, Inc. Retirement and Savings Plan's numbers.
- By total assets, Ugn, Inc. Retirement and Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Ugn, Inc.'s sponsor-wide assets have grown 29.3% since 2022 across 3 plan years on file. More Manufacturing plans