401(k) · DOL Form 5500 · 2022
Utg, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 78
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $68,572
- Avg per participant Below avg balance/head
Official DOL plan name: Utg, Inc. 401(k) Plan · Sponsored by Utg, Inc. · Kentucky · Finance & Insurance
$5M in assets, 78 participants
Utg, Inc.'s Utg, Inc. 401(k) Plan reported $5M in total assets and 78 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #3,361 in Finance & Insurance (9,261 peers)
Utg, Inc. multi-year trail
Utg, Inc.'s plans moved +26.7% in assets from 2022 to 2024; this filing shows Utg, Inc. 401(k) Plan at $5M / 78 participants.
- #3,361
- in Finance & Insurance (9,261 peers)
- -0.1%
- assets change YoY
The plan reported a net loss of $6K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Utg, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Utg, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,348,592 Top 48% higher than 52% 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
Utg, Inc. 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Utg, Inc. 401(k) Plan is a small filing (78 participants) on this national headcount ladder.
DOL schedule card
Filing strip 202907892 · Utg, Inc. PY 2022 · 401(k)
Utg, Inc. 401(k) Plan · $5M · 78 · 52nd
- 5500 $5M
- 5500 78
- 5500 52nd
- 5500 401(k)
- 5500 near Royal Industries, Inc. 401(k) Plan
- 5500 ind #3361
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 Finance & Insurance retirement plans → · Plans in Kentucky →
Utg, Inc. 401(k) Plan in the asset neighbourhood
Utg, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Utg, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 26.673225402124523% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 78 | $5M |
| 2023 | 1 | 84 | $5M |
| 2024 | 1 | 86 | $7M |
Utg, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$6K |
| Employer EIN | 202907892 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Humana Retirement Savings Plan $6.4B · 44,930
- Commonspirit Health 401(k) Retirement Savings Plan $6.1B · 85,671
- UPS/Ipa 401 (K) Savings Plan $1.2B · 2,992
- Lexmark Savings Plan $1.1B · 1,811
- Kindred 401 (K) Plan $969M · 22,132
Utg, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Royal Industries, Inc. 401(k) Plan in CA ($5M); by covered participants it is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Royal Industries, Inc. 401(k) Plan (CA) $5M · 180
- Sbarro, Inc Employees 401(k) Savings Plan (OH) $5M · 706
- Amtraco 401(k) Plan (WI) $5M · 87
- Comtex 401(k) Retirement Plan (OH) $5M · 331
Similar participant headcount
Nearest other-state filings by covered participants (78 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.