401(k) · DOL Form 5500 · 2022

Ugsoa Board of Trustees 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
1,745
Participants Near avg headcount
80th
Percentile by assets National rank
$13,879
Avg per participant Low balance/head
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Official DOL plan name: Ugsoa Retirement Plan · Sponsored by Ugsoa Board of Trustees · Massachusetts · Finance & Insurance

$24M in assets, 1,745 participants

Ugsoa Board of Trustees's Ugsoa Retirement Plan reported $24M in total assets and 1,745 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.

  • #6,294 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Ugsoa Retirement Plan covers 1,745 participants in Massachusetts, 2.6x the typical Massachusetts plan (state average ~659 per filing). Assets: $24M.

#6,294
in Finance & Insurance (9,261 peers)
-6.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Ugsoa Retirement Plan's outsized position by total assets

Ugsoa Retirement Plan vs every filed plan by assets

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

$24,218,044 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

Ugsoa Retirement 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. Ugsoa Retirement Plan lands in the large band (1,745 participants).

Published 5500 schedule card

Filing strip 464857037 · Ugsoa Board of Trustees PY 2022 · 401(k)

Ugsoa Retirement Plan · $24M · 1,745 · 80th

  • RANK $24M
  • RANK 1,745
  • RANK 80th
  • RANK 401(k)
  • RANK near Carl Marks & Co., Inc Retirement Savings Plan
  • RANK ind #6294

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 Massachusetts →

Ugsoa Retirement Plan in the asset neighbourhood

Ugsoa Retirement Plan$24MCarl Marks & Co., Inc Retirement Savings PlanCarl Marks & Co., Inc Retire…$24MAmbulatory Medical Practices Management Services Organization, Inc. 401(k) PlanAmbulatory Medical Practices…$24MGlobal Tbm Company Retirement Savings PlanGlobal Tbm Company Retiremen…$24MMutual Benefit Insurance Company 401(k) PlanMutual Benefit Insurance Com…$24M
End-of-year total assets ($M) among Ugsoa Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$24M
Net Income-$2M
Employer EIN464857037
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ugsoa Board of Trustees)

Sponsor-wide plan assets over time

All Ugsoa Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$29M 21.74480730153104% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $24.2M $29.5M ▲ +21.7%
Year Plans Participants Total Assets
2022 1 1,745 $24M
2023 1 1,752 $28M
2024 1 2,306 $29M

Nearby 401(k) Plans in Massachusetts

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

Ugsoa Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Ugsoa Retirement Plan, Total assets ($B): 0.024218044 · Participants: 1745Ugsoa Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Ugsoa Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ugsoa Retirement Plan side-by-side with 3 peers →

Ugsoa Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Carl Marks & Co., Inc Retirement Savings Plan in NY ($24M); by covered participants it is Heraeus Incorporated 401(k) Retirement Plan in PA (1,745 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,745 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 Ugsoa Retirement Plan assets move in 2022? ▼
Ugsoa Retirement Plan pulled back noticeably - down 6.8% during 2022, from $26M to $24M. Reported net income was -$2M.
How have Ugsoa Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ugsoa Board of Trustees's sponsor-wide assets grew 21.7%, from $24M to $29M.
Where does Ugsoa Retirement Plan rank by assets among Form 5500 filers? ▼
Ugsoa Retirement 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 Ugsoa Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carl Marks & Co., Inc Retirement Savings Plan in NY ($24M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Ugsoa Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heraeus Incorporated 401(k) Retirement Plan in PA (1,745 participants, $243M 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 464857037.

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.