401(k) · DOL Form 5500 · 2023

Uatp Management, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
225
Participants Below avg headcount
46th
Percentile by assets National rank
$24,395
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Unleashed Brands 401(k) Plan · Sponsored by Uatp Management, LLC · Texas · Administrative & Support Services

$5M in assets, 225 participants

Uatp Management, LLC's Unleashed Brands 401(k) Plan reported $5M in total assets and 225 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,977 in Administrative & Support Services (4,372 peers)

Coverage in Texas

Unleashed Brands 401(k) Plan covers 225 participants in Texas, about 33% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#2,977
in Administrative & Support Services (4,372 peers)
+68.2%
assets growth YoY

Unleashed Brands 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Unleashed Brands 401(k) Plan vs every filed plan by assets

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

$5,488,892 46th percentile higher than 46% 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

Unleashed Brands 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. Unleashed Brands 401(k) Plan sits mid-pack in the medium band (225 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unleashed Brands 401(k) Plan reported net income rose from $631K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Unleashed Brands 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Unleashed Brands 401(k) Plan reported participants rose from 142 in the plan year 2022 filing to 225 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 462928841 · Uatp Management, LLC PY 2023 · 401(k)

Unleashed Brands 401(k) Plan · $5M · 225 · 46th

  • SCH $5M
  • SCH 225
  • SCH 46th
  • SCH 401(k)
  • SCH near Sisbarro Dealerships 401(k) Profit Sharing Plan and Trust
  • SCH ind #2977

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 Administrative & Support Services retirement plans → · Plans in Texas →

Unleashed Brands 401(k) Plan in the asset neighbourhood

Unleashed Brands 401(k) Plan$5MSisbarro Dealerships 401(k) Profit Sharing Plan and TrustSisbarro Dealerships 401(k) …$5MInsight Manufacturing Services 401(k) PlanInsight Manufacturing Servic…$5MSycamore Services 401(k) Plan$5MLifemine Therapeutics 401(k) PlanLifemine Therapeutics 401(k)…$5M
End-of-year total assets ($M) among Unleashed Brands 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN462928841
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uatp Management, LLC)

Sponsor-wide plan assets over time

All Uatp Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 214.73074847207906% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $3.26M $10.3M ▲ +215.0%
Year Plans Participants Total Assets
2022 1 142 $3M
2023 1 225 $5M
2024 1 297 $10M

Nearby 401(k) Plans in Texas

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

Unleashed Brands 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Unleashed Brands 401(k) Plan, Total assets ($B): 0.005488892 · Participants: 225Unleashed Brands 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Unleashed Brands 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Unleashed Brands 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sisbarro Dealerships 401(k) Profit Sharing Plan and Trust in NM ($5M); by covered participants it is Nwsl Retirement Plan in IL (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Unleashed Brands 401(k) Plan assets move in 2023?
Unleashed Brands 401(k) Plan surged - up 68.2% during 2023, from $3M to $5M. Reported net income was $2M.
How have Uatp Management, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Uatp Management, LLC's sponsor-wide assets grew 214.7%, from $3M to $10M.
Which 401(k) plans are similar in size to Unleashed Brands 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Sisbarro Dealerships 401(k) Profit Sharing Plan and Trust in NM ($5M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Unleashed Brands 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (225 participants, $914K in assets).