401(k) · DOL Form 5500 · 2022
Universal City Development Partners, Ltd Universal Orlando 401(k) Plan
Data updated 2026-08-25
- $513M
- Total assets Above avg plan size
- 15,871
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $32,297
- Avg per participant Low balance/head
Official DOL plan name: Universal Orlando 401(k) Retirement Plan · Sponsored by Universal City Development Partners, Ltd Universal Orlando · Florida · Arts, Entertainment & Recreation
$513M in assets, 15,871 participants
Universal City Development Partners, Ltd Universal Orlando's Universal Orlando 401(k) Retirement Plan reported $513M in total assets and 15,871 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #3,058 in Arts, Entertainment & Recreation (3,077 peers)
Coverage in Florida
Universal Orlando 401(k) Retirement Plan covers 15,871 participants in Florida, 25x the typical Florida plan (state average ~628 per filing). Assets: $513M.
- #3,058
- in Arts, Entertainment & Recreation (3,077 peers)
- -10.4%
- assets change YoY
- 5.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $60M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Universal Orlando 401(k) Retirement Plan's outsized position by total assets
Universal Orlando 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$512,592,349 Top 2% higher than 98% 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
Universal Orlando 401(k) Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Universal Orlando 401(k) Retirement Plan is a mega filing (15,871 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 593128514 · Universal City Development Partners, Ltd Universal Orlando PY 2022 · 401(k)
Universal Orlando 401(k) Retirement Plan · $513M · 15,871 · 98th
- PCT $513M
- EIN 15,871
- RANK 98th
- PHOTO 401(k)
- IND near Caliber Holdings Corporation Retirement Savings Plan
- EOY ind #3058
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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →
Universal Orlando 401(k) Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $572M |
|---|---|
| Net Assets (End of Year) | $513M |
| Net Income | -$60M |
| Employer EIN | 593128514 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Universal City Development Partners, Ltd Universal Orlando)
Sponsor-wide plan assets over time
All Universal City Development Partners, Ltd Universal Orlando plans reported in each filing year
- Latest sponsor-wide plan assets
- $834M 62.689920484942704% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15,871 | $513M |
| 2023 | 1 | 19,075 | $661M |
| 2024 | 1 | 21,662 | $834M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Scale composition for Universal Orlando 401(k) Retirement Plan
Universal Orlando 401(k) Retirement Plan reports $513M in end-of-year assets across 15,871 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $32,297 per participant (23% of the national average assets-per-participant) . Net income for plan year 2022 was -$60M.
This plan identity (EIN 593128514, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $513M to $834M (+62.7%) while covered participants moved from 15,871 to 21,662 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 15,871 | $513M | This page |
| 2023 | 19,075 | $661M | Open filing |
| 2024 · index core | 21,662 | $834M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Universal Orlando 401(k) Retirement Plan (401(k), $834M, 21,662 participants)
Universal Orlando 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Caliber Holdings Corporation Retirement Savings Plan in TX ($513M); by covered participants it is Sephora Retirement Plan in CA (15,872 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($513M here).
- Caliber Holdings Corporation Retirement Savings Plan (TX) $513M · 23,596
- Renown Health Retirement Savings Plan (NV) $513M · 4,578
- Mahle 401(k) Plan (MI) $513M · 4,613
- Arch Resources, Inc. 401(k) Plan (MO) $512M · 3,225
Similar participant headcount
Nearest other-state filings by covered participants (15,871 participants); asset peers above are excluded.
- Sephora Retirement Plan (CA) 15,872 · 1 off
- Fastenal Company & Subsidiaries 401(k) and Employee Stock Ownership Plan (MN) 15,900 · 29 off
- Aon Pooled Employer Plan (IL) 15,916 · 45 off
- Lockheed Martin Corporation Hourly Employee Savings Plan Plus (MD) 15,941 · 70 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.