401(k) · DOL Form 5500 · 2023
U.M.C., Inc. 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 221
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $105,916
- Avg per participant Below avg balance/head
Official DOL plan name: U.M.C., Inc Employee 401(k) Plan · Sponsored by U.M.C., Inc. · Minnesota · Manufacturing
$23M in assets, 221 participants
U.M.C., Inc.'s U.M.C., Inc Employee 401(k) Plan reported $23M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #12,359 in Manufacturing (18,722 peers)
Coverage in Minnesota
U.M.C., Inc Employee 401(k) Plan covers 221 participants in Minnesota, about 20% of the average Minnesota filer (state average ~1,126 per filing). Assets: $23M.
- #12,359
- in Manufacturing (18,722 peers)
- +14.4%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
U.M.C., Inc Employee 401(k) Plan's outsized position by total assets
U.M.C., Inc Employee 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,407,326 Top 25% higher than 75% 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
U.M.C., Inc Employee 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. U.M.C., Inc Employee 401(k) Plan sits mid-pack in the medium band (221 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- U.M.C., Inc Employee 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- U.M.C., Inc Employee 401(k) Plan reported participants rose from 191 in the plan year 2022 filing to 221 in the plan year 2023 filing.
- U.M.C., Inc Employee 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 410970352 · U.M.C., Inc. PY 2023 · 401(k)
U.M.C., Inc Employee 401(k) Plan · $23M · 221 · 75th
- TYPE $23M
- NET 221
- BOOK 75th
- VS-ST 401(k)
- BOY near Liberty Hill Equity Partners 401(k) Profit Sharing Plan
- SCH ind #12359
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 Manufacturing retirement plans → · Plans in Minnesota →
U.M.C., Inc Employee 401(k) Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $3M |
| Employer EIN | 410970352 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (U.M.C., Inc.)
Sponsor-wide plan assets over time
All U.M.C., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 30.04729045527218% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 191 | $20M |
| 2023 | 1 | 221 | $23M |
| 2024 | 1 | 214 | $27M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
U.M.C., Inc Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Liberty Hill Equity Partners 401(k) Profit Sharing Plan in OH ($23M); by covered participants it is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Liberty Hill Equity Partners 401(k) Profit Sharing Plan (OH) $23M · 203
- Brownells, Inc. 401(k) Plan (IA) $23M · 336
- Ace Parking Management, Inc. 401(k) Savings Plan (CA) $23M · 3,734
- Silver Associates' Savings Plan (TX) $23M · 479
Similar participant headcount
Nearest other-state filings by covered participants (221 participants); asset peers above are excluded.
- Skin Cancer and Cosmetic Dermatology 401(k) Plan a (GA) 221 · 0 off
- Paulas Choice Retirement Savings Plan (WA) 221 · 0 off
- Manasquan Bank 401(k) Plan (NJ) 221 · 0 off
- Summit on-Site Solutions 401(k) Plan (TX) 221 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.