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
PlainRetire home → About this data RSS: change history

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

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 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.

See the national 2022→2023 release diff →

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

Universal Technical Institute, Inc. 401(k) PlanUniversal Technical Institut…$159MTransperfect Translations International, Inc. Retirement PlanTransperfect Translations In…$159MApfs 401(k) Plan$159MElara Caring National 401(k) PlanElara Caring National 401(k)…$159MThe Massachusetts Medical Society Savings and Investment PlanThe Massachusetts Medical So…$159M
End-of-year total assets ($M) among Universal Technical Institute, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$159M
Net Income$47M
Employer EIN860891201
Plan Effective Date1991-08-01
Filing StatusFILING 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
$100M$120M$140M$160M$180M 20222023 $112M $159M ▲ +41.5%
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.

Universal Technical Institute, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Universal Technical Institute, Inc. 401(k) Plan, Total assets ($B): 0.159008493 · Participants: 1975Universal Technical Institute, Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Universal Technical Institute, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (1,975 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 Technical Institute, Inc. 401(k) Plan assets move in 2023?
Universal Technical Institute, Inc. 401(k) Plan surged - up 41.5% during 2023, from $112M to $159M. Reported net income was $47M.
How have Universal Technical Institute, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Universal Technical Institute, Inc.'s sponsor-wide assets grew 41.5%, from $112M to $159M.
Where does Universal Technical Institute, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Universal Technical Institute, Inc. 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Universal Technical Institute, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Transperfect Translations International, Inc. Retirement Plan in NY ($159M, 2,567 participants).
Which 401(k) plans cover a similar participant headcount to Universal Technical Institute, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Ciena Corporation 401(k) Plan in MD (1,975 participants, $622M in assets).