401(k)
2023 plan-year 401(k) DOL Form 5500

UNIVERSAL WEATHER AND AVIATION, LLC 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNIVERSAL WEATHER AND AVIATION, LLC

This 401(k) plan holds $100M in total assets and serves 885 participants as of 2023. It is sponsored by UNIVERSAL WEATHER AND AVIATION, LLC in Texas. The plan reported positive net income of $18M for the year.

Total Assets (2023)
$100M
Participants
885
State
Industry
Information & Media

What the Filing Says About UNIVERSAL WEATHER AND AVIATION, LLC 401(K) PLAN

UNIVERSAL WEATHER AND AVIATION, LLC 401(K) PLAN is a 401(k) retirement plan sponsored by UNIVERSAL WEATHER AND AVIATION, LLC, headquartered in Texas. As of the 2023 Form 5500 filing, the plan reports $100M in total end-of-year assets and covers 885 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 751039736, and the plan has been effective since 1974-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $82M at the beginning of 2023 to $100M at year-end — a gain of 22.3%. Net assets (after liabilities) closed the year at $100M, with reported net income of $18M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$82M
Total Assets (End of Year)$100M
Net Assets (End of Year)$100M
Net Income$18M
Plan Type401(k)
Employer EIN751039736
Plan Effective Date1974-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UNIVERSAL WEATHER AND AVIATION, LLC)

Year Plans Participants Total Assets
2022 1 814 $82M
2023 1 885 $100M
2024 1 930 $109M

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Frequently Asked Questions

How much money is in the UNIVERSAL WEATHER AND AVIATION, LLC 401(K) PLAN?
As of the 2023 Form 5500 filing, UNIVERSAL WEATHER AND AVIATION, LLC 401(K) PLAN holds $100M in total assets with 885 participants. It is sponsored by UNIVERSAL WEATHER AND AVIATION, LLC.
What type of plan is UNIVERSAL WEATHER AND AVIATION, LLC 401(K) PLAN?
UNIVERSAL WEATHER AND AVIATION, LLC 401(K) PLAN is a 401(k) plan. It has been effective since 1974-02-01. The plan is filed with the U.S. Department of Labor under EIN 751039736.
Who sponsors the UNIVERSAL WEATHER AND AVIATION, LLC 401(K) PLAN?
UNIVERSAL WEATHER AND AVIATION, LLC 401(K) PLAN is sponsored by UNIVERSAL WEATHER AND AVIATION, LLC, located in Texas. The sponsor's EIN is 751039736 and the plan operates in the Information & Media industry.
How did UNIVERSAL WEATHER AND AVIATION, LLC 401(K) PLAN perform in 2023?
UNIVERSAL WEATHER AND AVIATION, LLC 401(K) PLAN grew by 22.3% during 2023, moving from $82M to $100M in total assets. Net income was $18M.
Where can I find official filings for UNIVERSAL WEATHER AND AVIATION, LLC 401(K) PLAN?
Official Form 5500 filings for UNIVERSAL WEATHER AND AVIATION, LLC 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 751039736 or plan name at efast.dol.gov.
How does UNIVERSAL WEATHER AND AVIATION, LLC 401(K) PLAN compare to other plans?
You can compare UNIVERSAL WEATHER AND AVIATION, LLC 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 751039736.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.