401(k) · DOL Form 5500 · 2022
Ug2, LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 2,326
- Participants Above avg headcount
- 72nd
- Percentile by assets National rank
- $6,278
- Avg per participant Low balance/head
Official DOL plan name: Ug2, LLC 401(k) Retirement Plan · Sponsored by Ug2, LLC · Massachusetts · Administrative & Support Services
$15M in assets, 2,326 participants
Ug2, LLC's Ug2, LLC 401(k) Retirement Plan reported $15M in total assets and 2,326 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #4,264 in Administrative & Support Services (4,927 peers)
Coverage in Massachusetts
Ug2, LLC 401(k) Retirement Plan covers 2,326 participants in Massachusetts, 3.5x the typical Massachusetts plan (state average ~659 per filing). Assets: $15M.
- #4,264
- in Administrative & Support Services (4,927 peers)
- +0.1%
- assets growth YoY
Ug2, LLC 401(k) Retirement Plan's outsized position by total assets
Ug2, LLC 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,601,693 Top 28% higher than 72% 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
Ug2, LLC 401(k) Retirement 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. Ug2, LLC 401(k) Retirement Plan lands in the large band (2,326 participants).
Published 5500 schedule card
Filing strip 461581160 · Ug2, LLC PY 2022 · 401(k)
Ug2, LLC 401(k) Retirement Plan · $15M · 2,326 · 72nd
- ASSETS $15M
- PCT 2,326
- EIN 72nd
- RANK 401(k)
- PHOTO near Twd & Associates, Inc. 401(k) Plan
- IND ind #4264
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 Administrative & Support Services retirement plans → · Plans in Massachusetts →
Ug2, LLC 401(k) Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $158K |
| Employer EIN | 461581160 |
| Plan Effective Date | 2013-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ug2, LLC)
Sponsor-wide plan assets over time
All Ug2, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 103.92716789758558% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,326 | $15M |
| 2023 | 1 | 3,838 | $22M |
| 2024 | 1 | 4,998 | $30M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Ug2, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Twd & Associates, Inc. 401(k) Plan in VA ($15M); by covered participants it is Liberty 401(k) Plan in TX (2,325 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Twd & Associates, Inc. 401(k) Plan (VA) $15M · 62
- Freight Handlers, Inc. Retirement Savings Plan (NC) $15M · 1,417
- Christopherson Andavo LP 401(k) Plan (UT) $15M · 162
- Mars Super Markets, Inc. 401(k) Retirement Plan (MD) $15M · 13
Similar participant headcount
Nearest other-state filings by covered participants (2,326 participants); asset peers above are excluded.
- Liberty 401(k) Plan (TX) 2,325 · 1 off
- Caleres, Inc. 401(k) Savings Plan (MO) 2,325 · 1 off
- Hrsa-Ila Annuity & Savings Plan (VA) 2,325 · 1 off
- Johnson Service Group, Inc. Retirement Savings Plan - Contract Employees (IL) 2,328 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.