401(k) · DOL Form 5500 · 2022

Udr, Inc. and Its Affiliated Companies 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
1,119
Participants Near avg headcount
91st
Percentile by assets National rank
$68,064
Avg per participant Below avg balance/head
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Official DOL plan name: Udr, Inc. 401(k) Plan · Sponsored by Udr, Inc. and Its Affiliated Companies · Colorado · Real Estate

$76M in assets, 1,119 participants

Udr, Inc. and Its Affiliated Companies's Udr, Inc. 401(k) Plan reported $76M in total assets and 1,119 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #4,929 in Real Estate (5,057 peers)

Coverage in Colorado

Udr, Inc. 401(k) Plan covers 1,119 participants in Colorado, 3.0x the typical Colorado plan (state average ~376 per filing). Assets: $76M.

#4,929
in Real Estate (5,057 peers)
-17.5%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Udr, Inc. 401(k) Plan's outsized position by total assets

Udr, Inc. 401(k) Plan vs every filed plan by assets

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

$76,163,136 Top 9% higher than 91% 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

Udr, Inc. 401(k) 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. Udr, Inc. 401(k) Plan lands in the large band (1,119 participants).

DOL schedule card

Filing strip 540857512 · Udr, Inc. and Its Affiliated Companies PY 2022 · 401(k)

Udr, Inc. 401(k) Plan · $76M · 1,119 · 91st

  • BOY $76M
  • SCH 1,119
  • EBSA 91st
  • PART 401(k)
  • TYPE near Mcgeorge Contracting Co., Inc. Retirement Savings Plan
  • NET ind #4929

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 Real Estate retirement plans → · Plans in Colorado →

Udr, Inc. 401(k) Plan in the asset neighbourhood

Matson, Driscoll & Damico, LLP 401(k) PlanMatson, Driscoll & Damico, L…$76MUdr, Inc. 401(k) Plan$76MMcgeorge Contracting Co., Inc. Retirement Savings PlanMcgeorge Contracting Co., In…$76MFour Winds Casino Resort 401(k) Retirement Savings PlanFour Winds Casino Resort 401…$76MCampagna-Turano Bakery, Inc. Incentive 401(k) Savings Plan and TrustCampagna-Turano Bakery, Inc.…$76M
End-of-year total assets ($M) among Udr, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$76M
Net Income-$16M
Employer EIN540857512
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Udr, Inc. and Its Affiliated Companies)

Sponsor-wide plan assets over time

All Udr, Inc. and Its Affiliated Companies plans reported in each filing year

Latest sponsor-wide plan assets
$114M 49.65245916344621% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $76.2M $114M ▲ +49.7%
Year Plans Participants Total Assets
2022 1 1,119 $76M
2023 1 1,218 $96M
2024 1 1,226 $114M

Nearby 401(k) Plans in Colorado

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

Udr, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -10123 Total assets ($B) Participants Udr, Inc. 401(k) Plan, Total assets ($B): 0.076163136 · Participants: 1119Udr, Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Udr, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Udr, Inc. 401(k) Plan side-by-side with 3 peers →

Udr, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Mcgeorge Contracting Co., Inc. Retirement Savings Plan in AR ($76M); by covered participants it is Professional Orthopedic and Sports Physical Therapy, P.C. Employee Savings Plan in NY (1,119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,119 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 Udr, Inc. 401(k) Plan assets move in 2022? ▼
Udr, Inc. 401(k) Plan declined sharply - down 17.5% during 2022, from $92M to $76M. Reported net income was -$16M.
How have Udr, Inc. and Its Affiliated Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Udr, Inc. and Its Affiliated Companies's sponsor-wide assets grew 49.7%, from $76M to $114M.
Where does Udr, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Udr, Inc. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Udr, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcgeorge Contracting Co., Inc. Retirement Savings Plan in AR ($76M, 447 participants).
Which 401(k) plans cover a similar participant headcount to Udr, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Professional Orthopedic and Sports Physical Therapy, P.C. Employee Savings Plan in NY (1,119 participants, $44M 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 540857512.

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.