401(k) · DOL Form 5500 · 2022

United Planning Organization 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
559
Participants Below avg headcount
74th
Percentile by assets National rank
$28,408
Avg per participant Low balance/head
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Official DOL plan name: Retirement Income Plan of United Planning Organization · Sponsored by United Planning Organization · District of Columbia · Healthcare & Social Assistance

$16M in assets, 559 participants

United Planning Organization's Retirement Income Plan of United Planning Organization reported $16M in total assets and 559 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,626 in Healthcare & Social Assistance (20,060 peers)

Coverage in District of Columbia

Retirement Income Plan of United Planning Organization covers 559 participants in District of Columbia, about 38% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $16M.

#15,626
in Healthcare & Social Assistance (20,060 peers)
+16.7%
assets growth YoY

Retirement Income Plan of United Planning Organization's outsized position by total assets

Retirement Income Plan of United Planning Organization vs every filed plan by assets

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

$15,880,056 Top 26% higher than 74% 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

Retirement Income Plan of United Planning Organization 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. Retirement Income Plan of United Planning Organization sits mid-pack in the medium band (559 participants).

EBSA filing schedule strip

Filing strip 520788987 · United Planning Organization PY 2022 · 401(k)

Retirement Income Plan of United Planning Organization · $16M · 559 · 74th

  • NET $16M
  • NET 559
  • NET 74th
  • NET 401(k)
  • NET near Braswell Family Farms 401(k) Plan
  • NET ind #15626

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 Healthcare & Social Assistance retirement plans → · Plans in District of Columbia →

Retirement Income Plan of United Planning Organization in the asset neighbourhood

Retirement Income Plan of United Planning OrganizationRetirement Income Plan of Un…$16MBraswell Family Farms 401(k) PlanBraswell Family Farms 401(k)…$16MCatholic Life Insurance Retirement Accumulation PlanCatholic Life Insurance Reti…$16MBingaman & Son Lumber, Inc. Profit Sharing PlanBingaman & Son Lumber, Inc. …$16MElm Staffing, Inc. 401(k) PlanElm Staffing, Inc. 401(k) Pl…$16M
End-of-year total assets ($M) among Retirement Income Plan of United Planning Organization and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

District of Columbia filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN520788987
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Planning Organization)

Sponsor-wide plan assets over time

All United Planning Organization plans reported in each filing year

Latest sponsor-wide plan assets
$22M 36.534657056624994% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $15.9M $21.7M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 559 $16M
2023 1 591 $19M
2024 1 643 $22M

Nearby 401(k) Plans in District of Columbia

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

Retirement Income Plan of United Planning Organization vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Retirement Income Plan of United Planning Organization, Total assets ($B): 0.015880056 · Participants: 559Retirement Income Plan of United Planning OrganizationDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
Retirement Income Plan of United Planning Organization vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Retirement Income Plan of United Planning Organization side-by-side with 3 peers →

Retirement Income Plan of United Planning Organization's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Braswell Family Farms 401(k) Plan in NC ($16M); by covered participants it is Reagent Chemical & Research, Inc. Employees' Profit Sharing Trust in NJ (559 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (559 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 Retirement Income Plan of United Planning Organization assets move in 2022? ▼
Retirement Income Plan of United Planning Organization grew sharply - up 16.7% during 2022, from $14M to $16M. Reported net income was $2M.
How have United Planning Organization plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Planning Organization's sponsor-wide assets grew 36.5%, from $16M to $22M.
Which 401(k) plans are similar in size to Retirement Income Plan of United Planning Organization? ▼
Among 401(k) plans in other states, the closest by assets is Braswell Family Farms 401(k) Plan in NC ($16M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Income Plan of United Planning Organization? ▼
Among 401(k) plans in other states, the closest by covered participants is Reagent Chemical & Research, Inc. Employees' Profit Sharing Trust in NJ (559 participants, $140M 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 520788987.

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.