401(k) · DOL Form 5500 · 2023

Universal Group 401(k) Plan

Data updated 2026-08-25

$122M
Total assets Near avg plan size
936
Participants Near avg headcount
92nd
Percentile by assets National rank
$130,054
Avg per participant Near avg balance/head
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Official DOL plan name: Universal Insurance Company Profit Sharing and Savings Plan · Sponsored by Universal Group · Puerto Rico · Professional & Technical Services

$122M in assets, 936 participants

Universal Group's Universal Insurance Company Profit Sharing and Savings Plan reported $122M in total assets and 936 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #19,037 in Professional & Technical Services (20,321 peers)

Coverage in Puerto Rico

Universal Insurance Company Profit Sharing and Savings Plan covers 936 participants in Puerto Rico, 10x the typical Puerto Rico plan (state average ~89 per filing). Assets: $122M.

#19,037
in Professional & Technical Services (20,321 peers)
+15.7%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Universal Insurance Company Profit Sharing and Savings Plan's outsized position by total assets

Universal Insurance Company Profit Sharing and Savings Plan vs every filed plan by assets

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

$121,730,461 Top 8% higher than 92% 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 Insurance Company Profit Sharing and Savings 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. Universal Insurance Company Profit Sharing and Savings Plan sits mid-pack in the medium band (936 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Universal Insurance Company Profit Sharing and Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Universal Insurance Company Profit Sharing and Savings Plan end-of-year assets rose from $105M in the plan year 2022 filing to $122M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660313825 · Universal Group PY 2023 · 401(k)

Universal Insurance Company Profit Sharing and Savings Plan · $122M · 936 · 92nd

  • NET $122M
  • BOOK 936
  • VS-ST 92nd
  • BOY 401(k)
  • SCH near Stolt-Nielsen US 401(k) Savings Plan
  • EBSA ind #19037

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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →

Universal Insurance Company Profit Sharing and Savings Plan in the asset neighbourhood

Legence 401(k) Profit Sharing PlanLegence 401(k) Profit Sharin…$122MOzinga Bros., Inc. Employee's Profit Sharing Plan & TrustOzinga Bros., Inc. Employee'…$122MGoldberg Kohn Ltd. Individual Account PlanGoldberg Kohn Ltd. Individua…$122MUniversal Insurance Company Profit Sharing and Savings PlanUniversal Insurance Company …$122MStolt-Nielsen US 401(k) Savings PlanStolt-Nielsen US 401(k) Savi…$122M
End-of-year total assets ($M) among Universal Insurance Company Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$122M
Net Income$17M
Employer EIN660313825
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Universal Group)

Sponsor-wide plan assets over time

All Universal Group plans reported in each filing year

Latest sponsor-wide plan assets
$134M 27.704778736279128% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $105M $134M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 935 $105M
2023 1 936 $122M
2024 1 1,145 $134M

Nearby 401(k) Plans in Puerto Rico

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

Universal Insurance Company Profit Sharing and Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 100200300400 Total assets ($M) Participants Universal Insurance Company Profit Sharing and Savings Plan, Total assets ($M): 121.730461 · Participants: 936Universal Insurance Company Profit Sharing and Savings PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 385.326556 · Participants: 87Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 224.042082 · Participants: 679Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 187.642756 · Participants: 1601Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 149.554638 · Participants: 867Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 142.903396 · Participants: 2875Firstbank 401(k) Retirement Plan for Residents of Puerto Rico
Universal Insurance Company Profit Sharing and Savings Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Universal Insurance Company Profit Sharing and Savings Plan side-by-side with 3 peers →

Universal Insurance Company Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Stolt-Nielsen US 401(k) Savings Plan in TX ($122M); by covered participants it is Newport Hospitality Group, Inc. Employees Savings Plan in VA (936 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($122M here).

Similar participant headcount

Nearest other-state filings by covered participants (936 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 Insurance Company Profit Sharing and Savings Plan assets move in 2023? ▼
Universal Insurance Company Profit Sharing and Savings Plan grew sharply - up 15.7% during 2023, from $105M to $122M. Reported net income was $17M.
How have Universal Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Universal Group's sponsor-wide assets grew 27.7%, from $105M to $134M.
Where does Universal Insurance Company Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
Universal Insurance Company Profit Sharing and Savings Plan ranks in the 92nd 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 Insurance Company Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stolt-Nielsen US 401(k) Savings Plan in TX ($122M, 482 participants).
Which 401(k) plans cover a similar participant headcount to Universal Insurance Company Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Newport Hospitality Group, Inc. Employees Savings Plan in VA (936 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 660313825.

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.