401(k) · DOL Form 5500 · 2022
Ugsi Solutions, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 170
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $53,968
- Avg per participant Low balance/head
Official DOL plan name: Ugsi 401(k) Savings Plan · Sponsored by Ugsi Solutions, Inc. · California · Utilities
$9M in assets, 170 participants
Ugsi Solutions, Inc.'s Ugsi 401(k) Savings Plan reported $9M in total assets and 170 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.
- #196 in Utilities (738 peers)
Coverage in California
Ugsi 401(k) Savings Plan covers 170 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $9M.
- #196
- in Utilities (738 peers)
- -19.8%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ugsi 401(k) Savings Plan's mid-pack asset rank among Utilities and all filers
Ugsi 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,174,582 Top 37% higher than 63% 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
Ugsi 401(k) Savings 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. Ugsi 401(k) Savings Plan sits mid-pack in the medium band (170 participants).
Form 5500 schedule snapshot
Filing strip 810906606 · Ugsi Solutions, Inc. PY 2022 · 401(k)
Ugsi 401(k) Savings Plan · $9M · 170 · 63rd
- NET $9M
- BOOK 170
- VS-ST 63rd
- BOY 401(k)
- SCH near Kc Employee's 401(k) Plan
- EBSA ind #196
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 Utilities retirement plans → · Plans in California →
Ugsi 401(k) Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$2M |
| Employer EIN | 810906606 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ugsi Solutions, Inc.)
Sponsor-wide plan assets over time
All Ugsi Solutions, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 33.32757830274992% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 170 | $9M |
| 2023 | 1 | 139 | $10M |
| 2024 | 1 | 177 | $12M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Ugsi 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Kc Employee's 401(k) Plan in TX ($9M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (170 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.