401(k) · DOL Form 5500 · 2023

Udr, Inc. and Its Affiliated Companies 401(k) Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
1,218
Participants Near avg headcount
91st
Percentile by assets National rank
$79,008
Avg per participant Below avg balance/head
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Official DOL plan name: Udr, Inc. 401(k) Plan · Sponsored by Udr, Inc. and Its Affiliated Companies · Colorado · Real Estate

$96M in assets, 1,218 participants

Udr, Inc. and Its Affiliated Companies's Udr, Inc. 401(k) Plan reported $96M in total assets and 1,218 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #4,602 in Real Estate (4,727 peers)

Coverage in Colorado

Udr, Inc. 401(k) Plan covers 1,218 participants in Colorado, 3.2x the typical Colorado plan (state average ~376 per filing). Assets: $96M.

#4,602
in Real Estate (4,727 peers)
+26.4%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Udr, Inc. 401(k) Plan's outsized position by total assets

Udr, Inc. 401(k) Plan vs every filed plan by assets

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

$96,232,147 Top 9% higher than 91% 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

Udr, 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. Udr, Inc. 401(k) Plan lands in the large band (1,218 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Udr, Inc. 401(k) Plan reported net income rose from -$16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Udr, Inc. 401(k) Plan end-of-year assets rose from $76M in the plan year 2022 filing to $96M in the plan year 2023 filing.
  • Udr, Inc. 401(k) Plan reported participants rose from 1,119 in the plan year 2022 filing to 1,218 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 540857512 · Udr, Inc. and Its Affiliated Companies PY 2023 · 401(k)

Udr, Inc. 401(k) Plan · $96M · 1,218 · 91st

  • EBSA $96M
  • EBSA 1,218
  • EBSA 91st
  • EBSA 401(k)
  • EBSA near Dp Fox Holdings 401(k) Plan
  • EBSA ind #4602

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 Real Estate retirement plans → · Plans in Colorado →

Udr, Inc. 401(k) Plan in the asset neighbourhood

Anesthesia Associates of Morristown P.a. Savings and Investment PlanAnesthesia Associates of Mor…$96MDp Fox Holdings 401(k) Plan$96MSavings Plan for Hourly Employees of Ocean Spray Cranberries, Inc.Savings Plan for Hourly Empl…$96MUdr, Inc. 401(k) Plan$96MNature's Way 401(k) Plan$96M
End-of-year total assets ($M) among Udr, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$96M
Net Income$20M
Employer EIN540857512
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Udr, Inc. and Its Affiliated Companies)

Sponsor-wide plan assets over time

All Udr, Inc. and Its Affiliated Companies plans reported in each filing year

Latest sponsor-wide plan assets
$114M 49.65245916344621% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $76.2M $114M ▲ +49.7%
Year Plans Participants Total Assets
2022 1 1,119 $76M
2023 1 1,218 $96M
2024 1 1,226 $114M

Nearby 401(k) Plans in Colorado

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

Udr, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Udr, Inc. 401(k) Plan, Total assets ($B): 0.096232147 · Participants: 1218Udr, Inc. 401(k) PlanDavita 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
Udr, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Udr, Inc. 401(k) Plan side-by-side with 3 peers →

Udr, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Dp Fox Holdings 401(k) Plan in MI ($96M); by covered participants it is Norwood Medical Employee Savings Plan and Trust in OH (1,218 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,218 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 Udr, Inc. 401(k) Plan assets move in 2023? ▼
Udr, Inc. 401(k) Plan grew sharply - up 26.4% during 2023, from $76M to $96M. Reported net income was $20M.
How have Udr, Inc. and Its Affiliated Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Udr, Inc. and Its Affiliated Companies's sponsor-wide assets grew 49.7%, from $76M to $114M.
Where does Udr, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Udr, Inc. 401(k) Plan ranks in the 91st 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 Udr, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dp Fox Holdings 401(k) Plan in MI ($96M, 1,744 participants).
Which 401(k) plans cover a similar participant headcount to Udr, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Norwood Medical Employee Savings Plan and Trust in OH (1,218 participants, $64M 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 540857512.

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.