401(k) · DOL Form 5500 · 2022
Universal City Development Partners, Ltd Universal Orlando 401(k) Plan
Data updated 2026-08-11
- $513M
- Total assets
- 15,871
- Participants
- 98th
- Percentile by assets
- $32,297
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $513M
- total plan assets (2022 EOY)
- 15,871
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $32,297
- avg assets per participant
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.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Universal Orlando 401(k) Retirement Plan reports 15,871 participants - 25x that state average ($513M EOY assets).
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)
| 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.
Universal Orlando 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Universal Orlando 401(k) Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Universal Orlando 401(k) Retirement Plan assets move in 2022? ▼
How have Universal City Development Partners, Ltd Universal Orlando plan assets changed over time? ▼
Where does Universal Orlando 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Universal Orlando 401(k) Retirement Plan? ▼
Next read for Universal Orlando 401(k) Retirement Plan
Filing takeaways
Ways to act on Universal Orlando 401(k) Retirement Plan's numbers.
- By total assets, Universal Orlando 401(k) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Universal City Development Partners, Ltd Universal Orlando's sponsor-wide assets have grown 62.7% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans