401(k) · DOL Form 5500 · 2022

Umh Properties, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
423
Participants Below avg headcount
80th
Percentile by assets National rank
$56,729
Avg per participant Low balance/head
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Official DOL plan name: Umh Properties, Inc. 401(k) Plan · Sponsored by Umh Properties, Inc. · New Jersey · Real Estate

$24M in assets, 423 participants

Umh Properties, Inc.'s Umh Properties, Inc. 401(k) Plan reported $24M in total assets and 423 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,606 in Real Estate (5,057 peers)

Where Umh Properties, Inc. 401(k) Plan sits by assets

Umh Properties, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 423 participants (~$56,729/participant), down 27.3% in 2022.

#4,606
in Real Estate (5,057 peers)
-27.3%
assets change YoY
0.2×
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.

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

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

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

$23,996,161 Top 20% higher than 80% 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

Umh Properties, Inc. 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. Umh Properties, Inc. 401(k) Plan sits mid-pack in the medium band (423 participants).

EBSA filing schedule strip

Filing strip 221890929 · Umh Properties, Inc. PY 2022 · 401(k)

Umh Properties, Inc. 401(k) Plan · $24M · 423 · 80th

  • EOY $24M
  • 5500 423
  • ASSETS 80th
  • PCT 401(k)
  • EIN near Devoted Health 401(k) Retirement Plan
  • RANK ind #4606

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 New Jersey →

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

Umh Properties, Inc. 401(k) PlanUmh Properties, Inc. 401(k) …$24MDevoted Health 401(k) Retirement PlanDevoted Health 401(k) Retire…$24MCarrefour Associates, L.L.C. Profit Sharing 401(k) PlanCarrefour Associates, L.L.C.…$24ME2 Consulting Engineers, Inc. Retirement Savings PlanE2 Consulting Engineers, Inc…$24MSchlossmann Automotive Group, Inc. 401(k) PlanSchlossmann Automotive Group…$24M
End-of-year total assets ($M) among Umh Properties, Inc. 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)$33M
Net Assets (End of Year)$24M
Net Income-$9M
Employer EIN221890929
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Umh Properties, Inc.)

Sponsor-wide plan assets over time

All Umh Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 42.465884438765016% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24M $34.2M ▲ +42.5%
Year Plans Participants Total Assets
2022 1 423 $24M
2023 1 434 $28M
2024 1 473 $34M

Nearby 401(k) Plans in New Jersey

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

Umh Properties, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Umh Properties, Inc. 401(k) Plan, Total assets ($B): 0.023996161 · Participants: 423Umh Properties, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Umh Properties, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Umh Properties, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Devoted Health 401(k) Retirement Plan in MA ($24M); by covered participants it is Intercontinental Terminals Company LLC 401(k) Plan in TX (423 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (423 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 Umh Properties, Inc. 401(k) Plan assets move in 2022? ▼
Umh Properties, Inc. 401(k) Plan declined sharply - down 27.3% during 2022, from $33M to $24M. Reported net income was -$9M.
How have Umh Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umh Properties, Inc.'s sponsor-wide assets grew 42.5%, from $24M to $34M.
Where does Umh Properties, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Umh Properties, Inc. 401(k) Plan ranks in the 80th 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 Umh Properties, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Devoted Health 401(k) Retirement Plan in MA ($24M, 1,182 participants).
Which 401(k) plans cover a similar participant headcount to Umh Properties, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intercontinental Terminals Company LLC 401(k) Plan in TX (423 participants, $71M 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 221890929.

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.