401(k) · DOL Form 5500 · 2023

Universal Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
40
Participants Small participant base
26th
Percentile by assets National rank
$32,197
Avg per participant Low balance/head
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Official DOL plan name: Universal Enterprises, Inc. 401(k) Plan & Trust · Sponsored by Universal Enterprises, Inc. · Ohio · Construction

$1M in assets, 40 participants

Universal Enterprises, Inc.'s Universal Enterprises, Inc. 401(k) Plan & Trust reported $1M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,150 in Construction (9,030 peers)

Universal Enterprises, Inc. multi-year trail

Universal Enterprises, Inc.'s plans moved +35.0% in assets from 2022 to 2024; this filing shows Universal Enterprises, Inc. 401(k) Plan & Trust at $1M / 40 participants.

#2,150
in Construction (9,030 peers)
+6.0%
assets growth YoY

Universal Enterprises, Inc. 401(k) Plan & Trust among the smaller filed plans by assets

Universal Enterprises, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$1,287,888 26th percentile higher than 26% 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

Universal Enterprises, Inc. 401(k) Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Universal Enterprises, Inc. 401(k) Plan & Trust is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Universal Enterprises, Inc. 401(k) Plan & Trust reported net income rose from -$15K in the plan year 2022 filing to $73K in the plan year 2023 filing.
  • Universal Enterprises, Inc. 401(k) Plan & Trust reported participants rose from 36 in the plan year 2022 filing to 40 in the plan year 2023 filing.
  • Universal Enterprises, Inc. 401(k) Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 340964472 · Universal Enterprises, Inc. PY 2023 · 401(k)

Universal Enterprises, Inc. 401(k) Plan & Trust · $1M · 40 · 26th

  • PCT $1M
  • EIN 40
  • RANK 26th
  • PHOTO 401(k)
  • IND near Stuart, Moore & Staub 401(k) Profit Sharing Plan
  • EOY ind #2150

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 Construction retirement plans → · Plans in Ohio →

Universal Enterprises, Inc. 401(k) Plan & Trust in the asset neighbourhood

Universal Enterprises, Inc. 401(k) Plan & TrustUniversal Enterprises, Inc. …$1MStuart, Moore & Staub 401(k) Profit Sharing PlanStuart, Moore & Staub 401(k)…$1MAlcorn & Cureton, Ltd. Profit Sharing and 401(k) PlanAlcorn & Cureton, Ltd. Profi…$1MDan Drye Dmd Ms LLC 401(k) Profit Sharing PlanDan Drye Dmd Ms LLC 401(k) P…$1MTimpro, Inc. 401(k) Profit Sharing PlanTimpro, Inc. 401(k) Profit S…$1M
End-of-year total assets ($M) among Universal Enterprises, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Universal Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Universal Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 35.00308288050525% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.21M $1.64M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 36 $1M
2023 1 40 $1M
2024 1 39 $2M

Universal Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$73K
Employer EIN340964472
Plan Effective Date1994-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Universal Enterprises, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Universal Enterprises, Inc. 401(k) Plan & Trust, Total assets ($B): 0.001287888 · Participants: 40Universal Enterprises, Inc. 401(k) Plan & TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Universal Enterprises, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Universal Enterprises, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Universal Enterprises, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Stuart, Moore & Staub 401(k) Profit Sharing Plan in CA ($1M); by covered participants it is Specialized Products Company 401(k) Profit Sharing Plan in TX (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Universal Enterprises, Inc. 401(k) Plan & Trust assets move in 2023? ▼
Universal Enterprises, Inc. 401(k) Plan & Trust grew at a solid clip - up 6.0% during 2023, from $1M to $1M. Reported net income was $73K.
How have Universal Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Universal Enterprises, Inc.'s sponsor-wide assets grew 35.0%, from $1M to $2M.
Which 401(k) plans are similar in size to Universal Enterprises, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Stuart, Moore & Staub 401(k) Profit Sharing Plan in CA ($1M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Universal Enterprises, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Specialized Products Company 401(k) Profit Sharing Plan in TX (40 participants, $3M 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 340964472.

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.