401(k) · DOL Form 5500 · 2022

Ug Forward Distribution Inc 401(k) Plan

Data updated 2026-08-25

$343K
Total assets Small plan by assets
4
Participants Small participant base
15th
Percentile by assets National rank
$85,726
Avg per participant Below avg balance/head
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Official DOL plan name: Ug Forward Distribution Inc · Sponsored by Ug Forward Distribution Inc · Tennessee · Manufacturing

$343K in assets, 4 participants

Ug Forward Distribution Inc's Ug Forward Distribution Inc reported $343K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,234 in Manufacturing (20,602 peers)

Ug Forward Distribution Inc multi-year trail

Ug Forward Distribution Inc's plans moved +34.4% in assets from 2022 to 2023; this filing shows Ug Forward Distribution Inc at $343K / 4 participants.

#1,234
in Manufacturing (20,602 peers)
+7.5%
assets growth YoY

Ug Forward Distribution Inc among the smaller filed plans by assets

Ug Forward Distribution Inc vs every filed plan by assets

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

$342,902 15th percentile higher than 15% 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

Ug Forward Distribution Inc among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ug Forward Distribution Inc is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 460554650 · Ug Forward Distribution Inc PY 2022 · 401(k)

Ug Forward Distribution Inc · $343K · 4 · 15th

  • PHOTO $343K
  • IND 4
  • EOY 15th
  • 5500 401(k)
  • ASSETS near New York Home Health Holdings 401(k) Profit Sharing Plan
  • PCT ind #1234

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 Tennessee →

Ug Forward Distribution Inc in the asset neighbourhood

Ug Forward Distribution Inc$343KNew York Home Health Holdings 401(k) Profit Sharing PlanNew York Home Health Holding…$343KBrew Joy, Inc. 401(k) Plan$343KMethodist Children's Home Society 401(k) PlanMethodist Children's Home So…$343KNortheastern Wellness Solutions Retirement PlanNortheastern Wellness Soluti…$343K
End-of-year total assets ($M) among Ug Forward Distribution Inc and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ug Forward Distribution Inc multi-year asset trail

Sponsor-wide plan assets over time

All Ug Forward Distribution Inc plans reported in each filing year

Latest sponsor-wide plan assets
$461K 34.350047535447445% vs 2022
2023 filing year
$0.3M$0.35M$0.4M$0.45M$0.5M 20222023 $0.34M $0.46M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 4 $343K
2023 1 4 $461K

Ug Forward Distribution Inc filing trail (2022)

Total Assets (Beginning of Year)$319K
Net Assets (End of Year)$343K
Net Income$24K
Employer EIN460554650
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Ug Forward Distribution Inc vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Ug Forward Distribution Inc, Total assets ($B): 0.000342902 · Participants: 4Ug Forward Distribution IncFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Ug Forward Distribution Inc vs. nearby 401(k) plans in Tennessee, assets vs. participants

Ug Forward Distribution Inc's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is New York Home Health Holdings 401(k) Profit Sharing Plan in PA ($343K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Ug Forward Distribution Inc assets move in 2022?
Ug Forward Distribution Inc grew at a solid clip - up 7.5% during 2022, from $319K to $343K. Reported net income was $24K.
How have Ug Forward Distribution Inc plan assets changed over time?
Across 2 plan years on file (2022-2023), Ug Forward Distribution Inc's sponsor-wide assets grew 34.4%, from $343K to $461K.
Where does Ug Forward Distribution Inc rank by assets among Form 5500 filers?
Ug Forward Distribution Inc ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Ug Forward Distribution Inc?
Among 401(k) plans in other states, the closest by assets is New York Home Health Holdings 401(k) Profit Sharing Plan in PA ($343K, 590 participants).
Which 401(k) plans cover a similar participant headcount to Ug Forward Distribution Inc?
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants, N/A in assets).