401(k) · DOL Form 5500 · 2023

Ugs America Sales Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
23
Participants Small participant base
57th
Percentile by assets National rank
$400,726
Avg per participant High balance/head
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Official DOL plan name: Ugs America Sales Inc. 401(k) Profit Sharing & Trust Plan · Sponsored by Ugs America Sales Inc. · California · Professional & Technical Services

$9M in assets, 23 participants

Ugs America Sales Inc.'s Ugs America Sales Inc. 401(k) Profit Sharing & Trust Plan reported $9M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,233 in Professional & Technical Services (20,321 peers)

Ugs America Sales Inc. multi-year trail

Ugs America Sales Inc.'s plans moved +19.7% in assets from 2022 to 2024; this filing shows Ugs America Sales Inc. 401(k) Profit Sharing & Trust Plan at $9M / 23 participants.

#11,233
in Professional & Technical Services (20,321 peers)
+4.4%
assets growth YoY

Ugs America Sales Inc. 401(k) Profit Sharing & Trust Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ugs America Sales Inc. 401(k) Profit Sharing & Trust Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,216,708 Top 43% higher than 57% of 127,068 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 2023

Ugs America Sales Inc. 401(k) Profit Sharing & Trust Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ugs America Sales Inc. 401(k) Profit Sharing & Trust Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ugs America Sales Inc. 401(k) Profit Sharing & Trust Plan reported net income rose from -$2M in the plan year 2022 filing to $386K in the plan year 2023 filing.
  • Ugs America Sales Inc. 401(k) Profit Sharing & Trust Plan reported participants fell from 26 in the plan year 2022 filing to 23 in the plan year 2023 filing.
  • Ugs America Sales Inc. 401(k) Profit Sharing & Trust Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 272657511 · Ugs America Sales Inc. PY 2023 · 401(k)

Ugs America Sales Inc. 401(k) Profit Sharing & Trust Plan · $9M · 23 · 57th

  • IND $9M
  • EOY 23
  • 5500 57th
  • ASSETS 401(k)
  • PCT near Dennison Lubricants 401(k) Plan
  • EIN ind #11233

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 Professional & Technical Services retirement plans → · Plans in California →

Ugs America Sales Inc. 401(k) Profit Sharing & Trust Plan in the asset neighbourhood

Ugs America Sales Inc. 401(k) Profit Sharing & Trust PlanUgs America Sales Inc. 401(k…$9MDennison Lubricants 401(k) PlanDennison Lubricants 401(k) P…$9MEncore Services, LLC 401(k) Retirement Savings PlanEncore Services, LLC 401(k) …$9MPride Star Ems. 401(k) Plan$9MRk Stratman, Inc. 401(k) Profit-Sharing PlanRk Stratman, Inc. 401(k) Pro…$9M
End-of-year total assets ($M) among Ugs America Sales Inc. 401(k) Profit Sharing & Trust Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ugs America Sales Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ugs America Sales Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 19.735690820744015% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.83M $10.6M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 26 $9M
2023 1 23 $9M
2024 1 20 $11M

Ugs America Sales Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$386K
Employer EIN272657511
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ugs America Sales Inc. 401(k) Profit Sharing & Trust Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ugs America Sales Inc. 401(k) Profit Sharing & Trust Plan, Total assets ($B): 0.009216708 · Participants: 23Ugs America Sales Inc. 401(k) Profit Sharing & Trust PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Ugs America Sales Inc. 401(k) Profit Sharing & Trust Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ugs America Sales Inc. 401(k) Profit Sharing & Trust Plan side-by-side with 3 peers →

Ugs America Sales Inc. 401(k) Profit Sharing & Trust Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Dennison Lubricants 401(k) Plan in MA ($9M); by covered participants it is Tri J Packaging, Inc. Retirement Plan in GA (23 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 (23 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ugs America Sales Inc. 401(k) Profit Sharing & Trust Plan assets move in 2023? ▼
Ugs America Sales Inc. 401(k) Profit Sharing & Trust Plan edged up modestly - up 4.4% during 2023, from $9M to $9M. Reported net income was $386K.
How have Ugs America Sales Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ugs America Sales Inc.'s sponsor-wide assets grew 19.7%, from $9M to $11M.
Which 401(k) plans are similar in size to Ugs America Sales Inc. 401(k) Profit Sharing & Trust Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dennison Lubricants 401(k) Plan in MA ($9M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Ugs America Sales Inc. 401(k) Profit Sharing & Trust Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tri J Packaging, Inc. Retirement Plan in GA (23 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 272657511.

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.