401(k) · DOL Form 5500 · 2022

Umi Company, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
170
Participants Small participant base
67th
Percentile by assets National rank
$64,147
Avg per participant Low balance/head
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Official DOL plan name: Umi Company, Inc. Profit Sharing 401(k) Plan · Sponsored by Umi Company, Inc. · Minnesota · Manufacturing

$11M in assets, 170 participants

Umi Company, Inc.'s Umi Company, Inc. Profit Sharing 401(k) Plan reported $11M in total assets and 170 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #11,183 in Manufacturing (20,602 peers)

Coverage in Minnesota

Umi Company, Inc. Profit Sharing 401(k) Plan covers 170 participants in Minnesota, about 15% of the average Minnesota filer (state average ~1,126 per filing). Assets: $11M.

#11,183
in Manufacturing (20,602 peers)
+10.6%
assets growth YoY

Umi Company, Inc. Profit Sharing 401(k) Plan's outsized position by total assets

Umi Company, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$10,905,037 Top 33% higher than 67% 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

Umi Company, Inc. Profit Sharing 401(k) 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. Umi Company, Inc. Profit Sharing 401(k) Plan sits mid-pack in the medium band (170 participants).

EBSA filing schedule strip

Filing strip 411397026 · Umi Company, Inc. PY 2022 · 401(k)

Umi Company, Inc. Profit Sharing 401(k) Plan · $11M · 170 · 67th

  • BOOK $11M
  • BOOK 170
  • BOOK 67th
  • BOOK 401(k)
  • BOOK near Kcf Technologies, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #11183

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 Manufacturing retirement plans → · Plans in Minnesota →

Umi Company, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Umi Company, Inc. Profit Sharing 401(k) PlanUmi Company, Inc. Profit Sha…$11MKcf Technologies, Inc. 401(k) Profit Sharing PlanKcf Technologies, Inc. 401(k…$11MGeotab 401(k) Plan$11MFortune Metal Inc. of Rhode Island 401(k) Profit Sharing PlaFortune Metal Inc. of Rhode …$11MKinetik 401(k) Plan$11M
End-of-year total assets ($M) among Umi Company, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN411397026
Plan Effective Date1976-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Umi Company, Inc.)

Sponsor-wide plan assets over time

All Umi Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 15.379250891124899% vs 2022
2024 filing year
$10M$11M$12M$13M 202220232024 $10.9M $12.6M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 170 $11M
2023 1 182 $13M
2024 1 181 $13M

Nearby 401(k) Plans in Minnesota

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

Umi Company, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Umi Company, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.010905037 · Participants: 170Umi Company, Inc. Profit Sharing 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Umi Company, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Umi Company, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Umi Company, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Kcf Technologies, Inc. 401(k) Profit Sharing Plan in PA ($11M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (170 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Umi Company, Inc. Profit Sharing 401(k) Plan assets move in 2022? ▼
Umi Company, Inc. Profit Sharing 401(k) Plan grew at a solid clip - up 10.6% during 2022, from $10M to $11M. Reported net income was $1M.
How have Umi Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umi Company, Inc.'s sponsor-wide assets grew 15.4%, from $11M to $13M.
Which 401(k) plans are similar in size to Umi Company, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kcf Technologies, Inc. 401(k) Profit Sharing Plan in PA ($11M, 246 participants).
Which 401(k) plans cover a similar participant headcount to Umi Company, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (170 participants, $2M 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 411397026.

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.