401(k) · DOL Form 5500 · 2022

Ugn, Inc. 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
1,147
Participants Near avg headcount
88th
Percentile by assets National rank
$44,598
Avg per participant Low balance/head
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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.

  • #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.

#17,003
in Manufacturing (20,602 peers)
-19.6%
assets change YoY
0.5×
vs typical plan assets (national mean)

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.

Ugn, Inc. Retirement and Savings Plan's outsized position 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

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

Ugn, Inc. Retirement and Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ugn, Inc. Retirement and Savings Plan lands in the large band (1,147 participants).

Form 5500 schedule snapshot

Filing strip 363435795 · Ugn, Inc. PY 2022 · 401(k)

Ugn, Inc. Retirement and Savings Plan · $51M · 1,147 · 88th

  • PHOTO $51M
  • PHOTO 1,147
  • PHOTO 88th
  • PHOTO 401(k)
  • PHOTO near Taylor Guitars Saving and Retirement Plan
  • PHOTO ind #17003

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 Manufacturing retirement plans → · Plans in Illinois →

Ugn, Inc. Retirement and Savings Plan in the asset neighbourhood

Armada Retirement Savings PlanArmada Retirement Savings Pl…$51MMerchants Financial Group, Inc. 401(k) Savings PlanMerchants Financial Group, I…$51MTaylor Guitars Saving and Retirement PlanTaylor Guitars Saving and Re…$51MR. J. Young Profit Sharing PlanR. J. Young Profit Sharing P…$51MUgn, Inc. Retirement and Savings PlanUgn, Inc. Retirement and Sav…$51M
End-of-year total assets ($M) among Ugn, Inc. Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$51M
Net Income-$12M
Employer EIN363435795
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ugn, Inc.)

Sponsor-wide plan assets over time

All Ugn, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 29.33316594336384% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $51.2M $66.2M ▲ +29.3%
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.

Ugn, Inc. Retirement and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Ugn, Inc. Retirement and Savings Plan, Total assets ($B): 0.051154001 · Participants: 1147Ugn, Inc. Retirement and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Ugn, Inc. Retirement and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Ugn, Inc. Retirement and Savings Plan side-by-side with 3 peers →

Ugn, Inc. Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Taylor Guitars Saving and Retirement Plan in CA ($51M); by covered participants it is Southwark Metal Manufacturing Co. 401(k) Retirement Plan in PA (1,147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,147 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 Ugn, Inc. Retirement and Savings Plan assets move in 2022? ▼
Ugn, Inc. Retirement and Savings Plan declined sharply - down 19.6% during 2022, from $64M to $51M. Reported net income was -$12M.
How have Ugn, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ugn, Inc.'s sponsor-wide assets grew 29.3%, from $51M to $66M.
Where does Ugn, Inc. Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Ugn, Inc. Retirement and Savings 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 Ugn, Inc. Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Taylor Guitars Saving and Retirement Plan in CA ($51M, 519 participants).
Which 401(k) plans cover a similar participant headcount to Ugn, Inc. Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southwark Metal Manufacturing Co. 401(k) Retirement Plan in PA (1,147 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 363435795.

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.