401(k) · DOL Form 5500 · 2022

Universal Logistics Holding, Inc. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
2,344
Participants Above avg headcount
87th
Percentile by assets National rank
$19,701
Avg per participant Low balance/head
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Official DOL plan name: Universal Logistics Holdings, Inc. 401(k) Plan · Sponsored by Universal Logistics Holding, Inc. · Michigan · Management of Enterprises

$46M in assets, 2,344 participants

Universal Logistics Holding, Inc.'s Universal Logistics Holdings, Inc. 401(k) Plan reported $46M in total assets and 2,344 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #833 in Management of Enterprises (1,193 peers)

Coverage in Michigan

Universal Logistics Holdings, Inc. 401(k) Plan covers 2,344 participants in Michigan, 3.7x the typical Michigan plan (state average ~638 per filing). Assets: $46M.

#833
in Management of Enterprises (1,193 peers)
-18.4%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Universal Logistics Holdings, Inc. 401(k) Plan's outsized position by total assets

Universal Logistics Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$46,180,214 Top 13% higher than 87% 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

Universal Logistics Holdings, 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. Universal Logistics Holdings, Inc. 401(k) Plan lands in the large band (2,344 participants).

Published 5500 schedule card

Filing strip 383640097 · Universal Logistics Holding, Inc. PY 2022 · 401(k)

Universal Logistics Holdings, Inc. 401(k) Plan · $46M · 2,344 · 87th

  • PCT $46M
  • EIN 2,344
  • RANK 87th
  • PHOTO 401(k)
  • IND near Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan
  • EOY ind #833

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 Management of Enterprises retirement plans → · Plans in Michigan →

Universal Logistics Holdings, Inc. 401(k) Plan in the asset neighbourhood

American Psychiatric Association Retirement Savings PlanAmerican Psychiatric Associa…$46MUniversal Logistics Holdings, Inc. 401(k) PlanUniversal Logistics Holdings…$46MMengel, Metzger, Barr & Co. LLP Retirement Savings PlanMengel, Metzger, Barr & Co. …$46MHealth Carousel LLC 401(k) Profit Sharing PlanHealth Carousel LLC 401(k) P…$46MIti, Inc. 401(k) Plan$46M
End-of-year total assets ($M) among Universal Logistics Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$46M
Net Income-$10M
Employer EIN383640097
Plan Effective Date2004-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Universal Logistics Holding, Inc.)

Sponsor-wide plan assets over time

All Universal Logistics Holding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$58M 25.07201027695541% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $46.2M $57.8M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 2,344 $46M
2023 1 2,689 $53M
2024 1 2,957 $58M

Nearby 401(k) Plans in Michigan

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

Universal Logistics Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Universal Logistics Holdings, Inc. 401(k) Plan, Total assets ($B): 0.046180214 · Participants: 2344Universal Logistics Holdings, Inc. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Universal Logistics Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Universal Logistics Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan in NY ($46M); by covered participants it is Crystal Run Healthcare Physicians LLP Retirement Plan in MN (2,344 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,344 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 Universal Logistics Holdings, Inc. 401(k) Plan assets move in 2022? ▼
Universal Logistics Holdings, Inc. 401(k) Plan declined sharply - down 18.4% during 2022, from $57M to $46M. Reported net income was -$10M.
How have Universal Logistics Holding, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Universal Logistics Holding, Inc.'s sponsor-wide assets grew 25.1%, from $46M to $58M.
Where does Universal Logistics Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Universal Logistics Holdings, Inc. 401(k) Plan ranks in the 87th 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 Universal Logistics Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mengel, Metzger, Barr & Co. LLP Retirement Savings Plan in NY ($46M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Universal Logistics Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crystal Run Healthcare Physicians LLP Retirement Plan in MN (2,344 participants, $180M 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 383640097.

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.