401(k) · DOL Form 5500 · 2022

United Mechanical, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
104
Participants Small participant base
66th
Percentile by assets National rank
$101,857
Avg per participant Below avg balance/head
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Official DOL plan name: Umi 401(k) Plan · Sponsored by United Mechanical, Inc. · California · Construction

$11M in assets, 104 participants

United Mechanical, Inc.'s Umi 401(k) Plan reported $11M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,526 in Construction (9,927 peers)

Coverage in California

Umi 401(k) Plan covers 104 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $11M.

#6,526
in Construction (9,927 peers)
-1.1%
assets change YoY

The plan reported a net loss of $114K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Umi 401(k) Plan's mid-pack asset rank among Construction and all filers

Umi 401(k) Plan vs every filed plan by assets

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

$10,593,079 Top 34% higher than 66% 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

Umi 401(k) Plan 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. Umi 401(k) Plan sits mid-pack in the medium band (104 participants).

EBSA filing schedule strip

Filing strip 542095461 · United Mechanical, Inc. PY 2022 · 401(k)

Umi 401(k) Plan · $11M · 104 · 66th

  • RANK $11M
  • RANK 104
  • RANK 66th
  • RANK 401(k)
  • RANK near Floridacentral Credit Union Employee Savings Plan
  • RANK ind #6526

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 Construction retirement plans → · Plans in California →

Umi 401(k) Plan in the asset neighbourhood

Umi 401(k) Plan$11MFloridacentral Credit Union Employee Savings PlanFloridacentral Credit Union …$11MLeevers Foods, Inc. Profit Sharing and 401(k) PlanLeevers Foods, Inc. Profit S…$11MThe Pay-O-Matic Corp. 401(k) Retirement PlanThe Pay-O-Matic Corp. 401(k)…$11MProvidential Bba Operating LP 401(k) Retirement Savings PlanProvidential Bba Operating L…$11M
End-of-year total assets ($M) among Umi 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income-$114K
Employer EIN542095461
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Mechanical, Inc.)

Sponsor-wide plan assets over time

All United Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 61.304215705367625% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.6M $17.1M ▲ +61.4%
Year Plans Participants Total Assets
2022 1 104 $11M
2023 1 132 $13M
2024 1 115 $17M

Nearby 401(k) Plans in California

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

Umi 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Umi 401(k) Plan, Total assets ($B): 0.010593079 · Participants: 104Umi 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Umi 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Umi 401(k) Plan side-by-side with 3 peers →

Umi 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Floridacentral Credit Union Employee Savings Plan in FL ($11M); by covered participants it is Able Communications Inc. 401(k) Plan in TX (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Umi 401(k) Plan assets move in 2022? ▼
Umi 401(k) Plan edged down modestly - down 1.1% during 2022, from $11M to $11M. Reported net income was -$114K.
How have United Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Mechanical, Inc.'s sponsor-wide assets grew 61.3%, from $11M to $17M.
Which 401(k) plans are similar in size to Umi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Floridacentral Credit Union Employee Savings Plan in FL ($11M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Umi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Able Communications Inc. 401(k) Plan in TX (104 participants, $2M 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 542095461.

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.