ESOP · DOL Form 5500 · 2022

Uma Enterprises Group Holdings, Inc. ESOP

Data updated 2026-08-25

$94K
Total assets Small plan by assets
139
Participants Small participant base
6th
Percentile by assets National rank
$673
Avg per participant Low balance/head
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Official DOL plan name: Uma Enterprises Employee Stock Ownership Plan · Sponsored by Uma Enterprises Group Holdings, Inc. · California · Management of Enterprises

$94K in assets, 139 participants

Uma Enterprises Group Holdings, Inc.'s Uma Enterprises Employee Stock Ownership Plan reported $94K in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 6th 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.

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

Coverage in California

Uma Enterprises Employee Stock Ownership Plan covers 139 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $94K.

#44
in Management of Enterprises (1,193 peers)
-3.5%
assets change YoY

Uma Enterprises Employee Stock Ownership Plan among the smaller filed plans by assets

Uma Enterprises Employee Stock Ownership Plan vs every filed plan by assets

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

$93,592 6th percentile higher than 6% 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

Uma Enterprises Employee Stock Ownership 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. Uma Enterprises Employee Stock Ownership Plan sits mid-pack in the medium band (139 participants).

DOL schedule card

Filing strip 471009207 · Uma Enterprises Group Holdings, Inc. PY 2022 · ESOP

Uma Enterprises Employee Stock Ownership Plan · $94K · 139 · 6th

  • PHOTO $94K
  • PHOTO 139
  • PHOTO 6th
  • PHOTO ESOP
  • PHOTO near Treska, Inc. Employee Stock Ownership Plan
  • PHOTO ind #44

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 What is an ESOP? → · Plans in California →

Uma Enterprises Employee Stock Ownership Plan in the asset neighbourhood

Smooth Fusion, Inc. Employee Stock Ownership PlanSmooth Fusion, Inc. Employee…$95KUma Enterprises Employee Stock Ownership PlanUma Enterprises Employee Sto…$94KTreska, Inc. Employee Stock Ownership PlanTreska, Inc. Employee Stock …$93KApfg Administration, Inc. Employee Stock Ownership PlanApfg Administration, Inc. Em…$92KEcoplan Associates, Inc. Employee Stock Ownership PlanEcoplan Associates, Inc. Emp…$92K
End-of-year total assets ($M) among Uma Enterprises Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$97K
Net Assets (End of Year)-$18M
Net Income$390K
Employer EIN471009207
Plan Effective Date2014-06-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Uma Enterprises Group Holdings, Inc.)

Sponsor-wide plan assets over time

All Uma Enterprises Group Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$159K 70.18014360201727% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M 202220232024 $0.09M $0.16M ▲ +77.8%
Year Plans Participants Total Assets
2022 1 139 $94K
2023 1 141 $152K
2024 1 131 $159K

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Uma Enterprises Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Uma Enterprises Employee Stock Ownership Plan, Total assets ($B): 0.000093592 · Participants: 139Uma Enterprises Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Uma Enterprises Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Uma Enterprises Employee Stock Ownership Plan side-by-side with 3 peers →

Uma Enterprises Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Treska, Inc. Employee Stock Ownership Plan in TX ($93K); by covered participants it is Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan in AR (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Uma Enterprises Employee Stock Ownership Plan assets move in 2022? ▼
Uma Enterprises Employee Stock Ownership Plan edged down modestly - down 3.5% during 2022, from $97K to $94K. Reported net income was $390K.
How have Uma Enterprises Group Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uma Enterprises Group Holdings, Inc.'s sponsor-wide assets grew 70.2%, from $94K to $159K.
Where does Uma Enterprises Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Uma Enterprises Employee Stock Ownership Plan ranks in the 6th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Uma Enterprises Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Treska, Inc. Employee Stock Ownership Plan in TX ($93K, N/A participants).
Which ESOP plans cover a similar participant headcount to Uma Enterprises Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Grace Stakeholder Investments, Inc. Employee Stock Ownership Plan in AR (139 participants, $19M 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 471009207.

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.