401(k) · DOL Form 5500 · 2023

Universal Property & Casualty 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
1,171
Participants Near avg headcount
88th
Percentile by assets National rank
$58,435
Avg per participant Low balance/head
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Official DOL plan name: Universal Property & Casualty 401(k) Profit Sharing Plan · Sponsored by Universal Property & Casualty · Florida · Finance & Insurance

$68M in assets, 1,171 participants

Universal Property & Casualty's Universal Property & Casualty 401(k) Profit Sharing Plan reported $68M in total assets and 1,171 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,290 in Finance & Insurance (8,869 peers)

Where Universal Property & Casualty 401(k) Profit Sharing Plan sits by assets

Universal Property & Casualty 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $68M for 1,171 participants (~$58,435/participant), up 29.8% in 2023.

#7,290
in Finance & Insurance (8,869 peers)
+29.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Universal Property & Casualty 401(k) Profit Sharing Plan's outsized position by total assets

Universal Property & Casualty 401(k) Profit Sharing Plan vs every filed plan by assets

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

$68,427,913 Top 12% higher than 88% 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 Property & Casualty 401(k) Profit Sharing 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. Universal Property & Casualty 401(k) Profit Sharing Plan lands in the large band (1,171 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Universal Property & Casualty 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Universal Property & Casualty 401(k) Profit Sharing Plan end-of-year assets rose from $53M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Universal Property & Casualty 401(k) Profit Sharing Plan reported participants rose from 953 in the plan year 2022 filing to 1,171 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 650789077 · Universal Property & Casualty PY 2023 · 401(k)

Universal Property & Casualty 401(k) Profit Sharing Plan · $68M · 1,171 · 88th

  • EIN $68M
  • RANK 1,171
  • PHOTO 88th
  • IND 401(k)
  • EOY near Insteel Industries, Inc Retirement Savings Plan
  • 5500 ind #7290

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 Florida →

Universal Property & Casualty 401(k) Profit Sharing Plan in the asset neighbourhood

Universal Property & Casualty 401(k) Profit Sharing PlanUniversal Property & Casualt…$68MInsteel Industries, Inc Retirement Savings PlanInsteel Industries, Inc Reti…$68MTaghleef Industries, Inc. Savings and Profit Sharing PlanTaghleef Industries, Inc. Sa…$68MVermont Mutual Insurance Company 401(k) PlanVermont Mutual Insurance Com…$68MOmnimax International, LLC Retirement and Savings PlanOmnimax International, LLC R…$68M
End-of-year total assets ($M) among Universal Property & Casualty 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$68M
Net Income$16M
Employer EIN650789077
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Universal Property & Casualty)

Sponsor-wide plan assets over time

All Universal Property & Casualty plans reported in each filing year

Latest sponsor-wide plan assets
$83M 56.93182450605438% vs 2022
2024 filing year
$40M$50M$60M$70M$80M$90M 202220232024 $52.7M $82.7M ▲ +56.9%
Year Plans Participants Total Assets
2022 1 953 $53M
2023 1 1,171 $68M
2024 1 1,191 $83M

Nearby 401(k) Plans in Florida

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

Universal Property & Casualty 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Universal Property & Casualty 401(k) Profit Sharing Plan, Total assets ($B): 0.068427913 · Participants: 1171Universal Property & Casualty 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Universal Property & Casualty 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Universal Property & Casualty 401(k) Profit Sharing Plan side-by-side with 3 peers →

Universal Property & Casualty 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Insteel Industries, Inc Retirement Savings Plan in NC ($68M); by covered participants it is Humana Puerto Rico Retirement Savings Plan in KY (1,171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,171 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 Property & Casualty 401(k) Profit Sharing Plan assets move in 2023? ▼
Universal Property & Casualty 401(k) Profit Sharing Plan grew sharply - up 29.8% during 2023, from $53M to $68M. Reported net income was $16M.
How have Universal Property & Casualty plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Universal Property & Casualty's sponsor-wide assets grew 56.9%, from $53M to $83M.
Where does Universal Property & Casualty 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Universal Property & Casualty 401(k) Profit Sharing Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Universal Property & Casualty 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Insteel Industries, Inc Retirement Savings Plan in NC ($68M, 830 participants).
Which 401(k) plans cover a similar participant headcount to Universal Property & Casualty 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Humana Puerto Rico Retirement Savings Plan in KY (1,171 participants, $80M 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 650789077.

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.