401(k) · DOL Form 5500 · 2023

Umgc Ventures, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
152
Participants Small participant base
71st
Percentile by assets National rank
$117,548
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Umgc Ventures, Inc. 401(k) Plan · Sponsored by Umgc Ventures, Inc. · Maryland · Other Services

$18M in assets, 152 participants

Umgc Ventures, Inc.'s Umgc Ventures, Inc. 401(k) Plan reported $18M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,585 in Other Services (7,857 peers)

Coverage in Maryland

Umgc Ventures, Inc. 401(k) Plan covers 152 participants in Maryland, about 16% of the average Maryland filer (state average ~929 per filing). Assets: $18M.

#6,585
in Other Services (7,857 peers)
+26.3%
assets growth YoY

Umgc Ventures, Inc. 401(k) Plan's outsized position by total assets

Umgc Ventures, Inc. 401(k) Plan vs every filed plan by assets

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

$17,867,271 Top 29% higher than 71% 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

Umgc Ventures, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Umgc Ventures, Inc. 401(k) Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Umgc Ventures, Inc. 401(k) Plan reported net income rose from -$919K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Umgc Ventures, Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Umgc Ventures, Inc. 401(k) Plan reported participants fell from 159 in the plan year 2022 filing to 152 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 812898004 · Umgc Ventures, Inc. PY 2023 · 401(k)

Umgc Ventures, Inc. 401(k) Plan · $18M · 152 · 71st

  • IND $18M
  • IND 152
  • IND 71st
  • IND 401(k)
  • IND near Green Mountain Technology, LLC 401(k) Plan
  • IND ind #6585

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 Other Services retirement plans → · Plans in Maryland →

Umgc Ventures, Inc. 401(k) Plan in the asset neighbourhood

Umgc Ventures, Inc. 401(k) PlanUmgc Ventures, Inc. 401(k) P…$18MGreen Mountain Technology, LLC 401(k) PlanGreen Mountain Technology, L…$18MWeststar Mortgage Corporation 401(k) Savings PlanWeststar Mortgage Corporatio…$18MPatterson Pope, Inc. 401(k) Profit Sharing PlanPatterson Pope, Inc. 401(k) …$18MThe American Legion Employees Salary Savings PlanThe American Legion Employee…$18M
End-of-year total assets ($M) among Umgc Ventures, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN812898004
Plan Effective Date2017-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Umgc Ventures, Inc.)

Sponsor-wide plan assets over time

All Umgc Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 52.0250243277943% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.2M $21.5M ▲ +52.0%
Year Plans Participants Total Assets
2022 1 159 $14M
2023 1 152 $18M
2024 1 168 $22M

Nearby 401(k) Plans in Maryland

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

Umgc Ventures, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Umgc Ventures, Inc. 401(k) Plan, Total assets ($B): 0.017867271 · Participants: 152Umgc Ventures, Inc. 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Umgc Ventures, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Umgc Ventures, Inc. 401(k) Plan side-by-side with 3 peers →

Umgc Ventures, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Green Mountain Technology, LLC 401(k) Plan in TN ($18M); by covered participants it is Unitex Union 401(k) Plan in NY (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Umgc Ventures, Inc. 401(k) Plan assets move in 2023? ▼
Umgc Ventures, Inc. 401(k) Plan grew sharply - up 26.3% during 2023, from $14M to $18M. Reported net income was $4M.
How have Umgc Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umgc Ventures, Inc.'s sponsor-wide assets grew 52.0%, from $14M to $22M.
Which 401(k) plans are similar in size to Umgc Ventures, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Green Mountain Technology, LLC 401(k) Plan in TN ($18M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Umgc Ventures, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unitex Union 401(k) Plan in NY (152 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 812898004.

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.