401(k) · DOL Form 5500 · 2022

Umc Group (USA) 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
56
Participants Small participant base
84th
Percentile by assets National rank
$589,148
Avg per participant High balance/head
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Official DOL plan name: Umc 401(k) Plan · Sponsored by Umc Group (USA) · California · Manufacturing

$33M in assets, 56 participants

Umc Group (USA)'s Umc 401(k) Plan reported $33M in total assets and 56 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,859 in Manufacturing (20,602 peers)

Where Umc 401(k) Plan sits by assets

Umc 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 56 participants (~$589,148/participant), down 21.8% in 2022.

#15,859
in Manufacturing (20,602 peers)
-21.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Umc 401(k) Plan's outsized position by total assets

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

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

$32,992,269 Top 16% higher than 84% 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

Umc 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Umc 401(k) Plan is a small filing (56 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 770468157 · Umc Group (USA) PY 2022 · 401(k)

Umc 401(k) Plan · $33M · 56 · 84th

  • BOY $33M
  • BOY 56
  • BOY 84th
  • BOY 401(k)
  • BOY near Jack Entertainment Retirement Plan
  • BOY ind #15859

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 California →

Umc 401(k) Plan in the asset neighbourhood

Umc 401(k) Plan$33MJack Entertainment Retirement PlanJack Entertainment Retiremen…$33MCarroll Independent Fuel 401(k) Retirement PlanCarroll Independent Fuel 401…$33MReed & Reed Retirement Savings PlanReed & Reed Retirement Savin…$33MCentral Farm Service 401(k) PlanCentral Farm Service 401(k) …$33M
End-of-year total assets ($M) among Umc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$33M
Net Income-$9M
Employer EIN770468157
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Umc Group (USA))

Sponsor-wide plan assets over time

All Umc Group (USA) plans reported in each filing year

Latest sponsor-wide plan assets
$44M 32.38374420383151% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33M $43.7M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 56 $33M
2023 1 56 $37M
2024 1 61 $44M

Nearby 401(k) Plans in California

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

Umc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Umc 401(k) Plan, Total assets ($B): 0.032992269 · Participants: 56Umc 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
Umc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Umc 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Jack Entertainment Retirement Plan in MI ($33M); by covered participants it is Evoke at Entrada 401(k) Plan in UT (56 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Umc 401(k) Plan assets move in 2022? ▼
Umc 401(k) Plan declined sharply - down 21.8% during 2022, from $42M to $33M. Reported net income was -$9M.
How have Umc Group (USA) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umc Group (USA)'s sponsor-wide assets grew 32.4%, from $33M to $44M.
Where does Umc 401(k) Plan rank by assets among Form 5500 filers? ▼
Umc 401(k) Plan ranks in the 84th 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 Umc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jack Entertainment Retirement Plan in MI ($33M, 1,386 participants).
Which 401(k) plans cover a similar participant headcount to Umc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Evoke at Entrada 401(k) Plan in UT (56 participants, $3M 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 770468157.

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.