401(k) · DOL Form 5500 · 2023
Universal Technical Institute, Inc. 401(k) Plan
Data updated 2026-08-25
- $159M
- Total assets Near avg plan size
- 1,975
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $80,511
- Avg per participant Below avg balance/head
Official DOL plan name: Universal Technical Institute, Inc. 401(k) Plan · Sponsored by Universal Technical Institute, Inc. · Arizona · Educational Services
$159M in assets, 1,975 participants
Universal Technical Institute, Inc.'s Universal Technical Institute, Inc. 401(k) Plan reported $159M in total assets and 1,975 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #3,339 in Educational Services (3,735 peers)
Coverage in Arizona
Universal Technical Institute, Inc. 401(k) Plan covers 1,975 participants in Arizona, 3.5x the typical Arizona plan (state average ~564 per filing). Assets: $159M.
- #3,339
- in Educational Services (3,735 peers)
- +41.5%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Universal Technical Institute, Inc. 401(k) Plan's outsized position by total assets
Universal Technical Institute, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$159,008,493 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Universal Technical Institute, Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Universal Technical Institute, Inc. 401(k) Plan lands in the large band (1,975 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Universal Technical Institute, Inc. 401(k) Plan reported net income rose from -$22M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- Universal Technical Institute, Inc. 401(k) Plan reported participants rose from 1,085 in the plan year 2022 filing to 1,975 in the plan year 2023 filing.
- Universal Technical Institute, Inc. 401(k) Plan end-of-year assets rose from $112M in the plan year 2022 filing to $159M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 860891201 · Universal Technical Institute, Inc. PY 2023 · 401(k)
Universal Technical Institute, Inc. 401(k) Plan · $159M · 1,975 · 94th
- ASSETS $159M
- PCT 1,975
- EIN 94th
- RANK 401(k)
- PHOTO near Transperfect Translations International, Inc. Retirement Plan
- IND ind #3339
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 Educational Services retirement plans → · Plans in Arizona →
Universal Technical Institute, Inc. 401(k) Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $112M |
|---|---|
| Net Assets (End of Year) | $159M |
| Net Income | $47M |
| Employer EIN | 860891201 |
| Plan Effective Date | 1991-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Universal Technical Institute, Inc.)
Sponsor-wide plan assets over time
All Universal Technical Institute, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $159M 41.4677232560835% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,085 | $112M |
| 2023 | 1 | 1,975 | $159M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Universal Technical Institute, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Transperfect Translations International, Inc. Retirement Plan in NY ($159M); by covered participants it is Ciena Corporation 401(k) Plan in MD (1,975 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($159M here).
- Transperfect Translations International, Inc. Retirement Plan (NY) $159M · 2,567
- Apfs 401(k) Plan (IL) $159M · 6,360
- Elara Caring National 401(k) Plan (TX) $159M · 9,900
- The Massachusetts Medical Society Savings and Investment Plan (MA) $159M · 445
Similar participant headcount
Nearest other-state filings by covered participants (1,975 participants); asset peers above are excluded.
- Ciena Corporation 401(k) Plan (MD) 1,975 · 0 off
- Cort 401(k) Retirement Savings Plan (VA) 1,975 · 0 off
- Mii Associates' Retirement Savings 401(k) Plan (MO) 1,975 · 0 off
- Channel Control Merchants, LLC, 401(k) (MS) 1,975 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.