401(k) · DOL Form 5500 · 2023

Um Holdings, Ltd 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
31
Participants Small participant base
56th
Percentile by assets National rank
$288,689
Avg per participant High balance/head
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Official DOL plan name: Um Holdings Ltd/Gym Source 401(k) Plan · Sponsored by Um Holdings, Ltd · New Jersey · Management of Enterprises

$9M in assets, 31 participants

Um Holdings, Ltd's Um Holdings Ltd/Gym Source 401(k) Plan reported $9M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #407 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Um Holdings Ltd/Gym Source 401(k) Plan ranks #407 of 1,137 2023 filers by assets (3973% of the sector average)-$9M for 31 participants.

#407
in Management of Enterprises (1,137 peers)
+4.8%
assets growth YoY

Um Holdings Ltd/Gym Source 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

Um Holdings Ltd/Gym Source 401(k) Plan vs every filed plan by assets

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

$8,949,347 Top 44% higher than 56% 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

Um Holdings Ltd/Gym Source 401(k) 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. Um Holdings Ltd/Gym Source 401(k) Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Um Holdings Ltd/Gym Source 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $413K in the plan year 2023 filing.
  • Um Holdings Ltd/Gym Source 401(k) Plan reported participants fell from 55 in the plan year 2022 filing to 31 in the plan year 2023 filing.
  • Um Holdings Ltd/Gym Source 401(k) 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 →

EBSA filing schedule strip

Filing strip 221982496 · Um Holdings, Ltd PY 2023 · 401(k)

Um Holdings Ltd/Gym Source 401(k) Plan · $9M · 31 · 56th

  • VS-ST $9M
  • VS-ST 31
  • VS-ST 56th
  • VS-ST 401(k)
  • VS-ST near Island Primary Medical Care as 401(k) Profit Sharing Plan & Trust
  • VS-ST ind #407

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 New Jersey →

Um Holdings Ltd/Gym Source 401(k) Plan in the asset neighbourhood

Um Holdings Ltd/Gym Source 401(k) PlanUm Holdings Ltd/Gym Source 4…$9MIsland Primary Medical Care as 401(k) Profit Sharing Plan & TrustIsland Primary Medical Care …$9MTha Consulting, Inc.$9MInternational Union of Operating Engineers Local 95, 95a, 950 401(k) PlanInternational Union of Opera…$9MJulian & Grube, Inc. Profit Sharing 401(k) PlanJulian & Grube, Inc. Profit …$9M
End-of-year total assets ($M) among Um Holdings Ltd/Gym Source 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$413K
Employer EIN221982496
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Um Holdings, Ltd)

Sponsor-wide plan assets over time

All Um Holdings, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$9M 4.8410090166332145% vs 2022
2023 filing year
$8.4M$8.6M$8.8M$9M 20222023 $8.54M $8.95M ▲ +4.8%
Year Plans Participants Total Assets
2022 1 55 $9M
2023 2 62 $9M

Nearby 401(k) Plans in New Jersey

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

Um Holdings Ltd/Gym Source 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Um Holdings Ltd/Gym Source 401(k) Plan, Total assets ($B): 0.008949347 · Participants: 31Um Holdings Ltd/Gym Source 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Um Holdings Ltd/Gym Source 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Um Holdings Ltd/Gym Source 401(k) Plan side-by-side with 3 peers →

Um Holdings Ltd/Gym Source 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Island Primary Medical Care as 401(k) Profit Sharing Plan & Trust in NY ($9M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Um Holdings Ltd/Gym Source 401(k) Plan assets move in 2023? ▼
Um Holdings Ltd/Gym Source 401(k) Plan edged up modestly - up 4.8% during 2023, from $9M to $9M. Reported net income was $413K.
How have Um Holdings, Ltd plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Um Holdings, Ltd's sponsor-wide assets grew 4.8%, from $9M to $9M.
Which 401(k) plans are similar in size to Um Holdings Ltd/Gym Source 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Island Primary Medical Care as 401(k) Profit Sharing Plan & Trust in NY ($9M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Um Holdings Ltd/Gym Source 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants, $8M 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 221982496.

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.