401(k) · DOL Form 5500 · 2023

Universal Lending Corporation 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
167
Participants Small participant base
70th
Percentile by assets National rank
$105,145
Avg per participant Below avg balance/head
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Official DOL plan name: Universal Lending Corporation 401(k) · Sponsored by Universal Lending Corporation · Colorado · Finance & Insurance

$18M in assets, 167 participants

Universal Lending Corporation's Universal Lending Corporation 401(k) reported $18M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,980 in Finance & Insurance (8,869 peers)

Coverage in Colorado

Universal Lending Corporation 401(k) covers 167 participants in Colorado, about 44% of the average Colorado filer (state average ~376 per filing). Assets: $18M.

#4,980
in Finance & Insurance (8,869 peers)
-4.6%
assets change YoY

The plan reported a net loss of $843K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Universal Lending Corporation 401(k)'s outsized position by total assets

Universal Lending Corporation 401(k) vs every filed plan by assets

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

$17,559,142 Top 30% higher than 70% 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 Lending Corporation 401(k) 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 Lending Corporation 401(k) sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Universal Lending Corporation 401(k) reported net income rose from -$4M in the plan year 2022 filing to -$843K in the plan year 2023 filing.
  • Universal Lending Corporation 401(k) reported participants fell from 255 in the plan year 2022 filing to 167 in the plan year 2023 filing.
  • Universal Lending Corporation 401(k) end-of-year assets fell from $18M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 840849361 · Universal Lending Corporation PY 2023 · 401(k)

Universal Lending Corporation 401(k) · $18M · 167 · 70th

  • EIN $18M
  • EIN 167
  • EIN 70th
  • EIN 401(k)
  • EIN near Dako Resources LLC 401(k) Profit Sharing Plan & Trust
  • EIN ind #4980

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 Finance & Insurance retirement plans → · Plans in Colorado →

Universal Lending Corporation 401(k) in the asset neighbourhood

Universal Lending Corporation 401(k)Universal Lending Corporatio…$18MDako Resources LLC 401(k) Profit Sharing Plan & TrustDako Resources LLC 401(k) Pr…$18MR & D Tool & Engineering Company Profit Sharing Plan and TrustR & D Tool & Engineering Com…$18MFive Star Bank 401(k) Profit Sharing Plan and TrustFive Star Bank 401(k) Profit…$18M401(k) Profit Sharing Plan of Residential Management Services, Inc.401(k) Profit Sharing Plan o…$18M
End-of-year total assets ($M) among Universal Lending Corporation 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$18M
Net Income-$843K
Employer EIN840849361
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Universal Lending Corporation)

Sponsor-wide plan assets over time

All Universal Lending Corporation plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $18.4M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 255 $18M
2023 1 167 $18M
2024 1 26 N/A

Nearby 401(k) Plans in Colorado

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

Universal Lending Corporation 401(k) vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Universal Lending Corporation 401(k), Total assets ($B): 0.017559142 · Participants: 167Universal Lending Corporation 401(k)Davita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Universal Lending Corporation 401(k) vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Universal Lending Corporation 401(k) side-by-side with 3 peers →

Universal Lending Corporation 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Dako Resources LLC 401(k) Profit Sharing Plan & Trust in MI ($18M); by covered participants it is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Lending Corporation 401(k) assets move in 2023? ▼
Universal Lending Corporation 401(k) edged down modestly - down 4.6% during 2023, from $18M to $18M. Reported net income was -$843K.
Which 401(k) plans are similar in size to Universal Lending Corporation 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Dako Resources LLC 401(k) Profit Sharing Plan & Trust in MI ($18M, 735 participants).
Which 401(k) plans cover a similar participant headcount to Universal Lending Corporation 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants, $8M 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 840849361.

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.