401(k) · DOL Form 5500 · 2023

Ufa, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
95
Participants Small participant base
73rd
Percentile by assets National rank
$210,658
Avg per participant Above avg balance/head
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Official DOL plan name: Ufa, Inc. 401(k) Retirement Plan · Sponsored by Ufa, Inc. · Massachusetts · Professional & Technical Services

$20M in assets, 95 participants

Ufa, Inc.'s Ufa, Inc. 401(k) Retirement Plan reported $20M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,719 in Professional & Technical Services (20,321 peers)

Ufa, Inc. multi-year trail

Ufa, Inc.'s plans moved +18.3% in assets from 2022 to 2024; this filing shows Ufa, Inc. 401(k) Retirement Plan at $20M / 95 participants.

#14,719
in Professional & Technical Services (20,321 peers)
+12.2%
assets growth YoY

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

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

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

$20,012,477 Top 27% higher than 73% 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

Ufa, Inc. 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ufa, Inc. 401(k) Retirement Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ufa, Inc. 401(k) Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ufa, Inc. 401(k) Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Ufa, Inc. 401(k) Retirement Plan reported participants fell from 96 in the plan year 2022 filing to 95 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042684627 · Ufa, Inc. PY 2023 · 401(k)

Ufa, Inc. 401(k) Retirement Plan · $20M · 95 · 73rd

  • NET $20M
  • NET 95
  • NET 73rd
  • NET 401(k)
  • NET near Hrbc 401(k) Plan for Ufcw Collective
  • NET ind #14719

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

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

The Employee 401(k) Plan of Pamarco Global GraphicsThe Employee 401(k) Plan of …$20MTax Deferred Annuity Plan of Family Health Centers of Southwest Florida, Inc.Tax Deferred Annuity Plan of…$20MUfa, Inc. 401(k) Retirement PlanUfa, Inc. 401(k) Retirement …$20MHrbc 401(k) Plan for Ufcw CollectiveHrbc 401(k) Plan for Ufcw Co…$20MSecretariat Advisors LLC 401(k) Profit Sharing Plan & TrustSecretariat Advisors LLC 401…$20M
End-of-year total assets ($M) among Ufa, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ufa, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ufa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 18.28791815513597% vs 2022
2024 filing year
$17M$18M$19M$20M$21M$22M 202220232024 $17.8M $21.1M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 96 $18M
2023 1 95 $20M
2024 1 67 $21M

Ufa, Inc. filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN042684627
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Ufa, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Ufa, Inc. 401(k) Retirement Plan, Total assets ($B): 0.020012477 · Participants: 95Ufa, Inc. 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Ufa, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ufa, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Hrbc 401(k) Plan for Ufcw Collective in CA ($20M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Ufa, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Ufa, Inc. 401(k) Retirement Plan grew at a solid clip - up 12.2% during 2023, from $18M to $20M. Reported net income was $2M.
How have Ufa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ufa, Inc.'s sponsor-wide assets grew 18.3%, from $18M to $21M.
Which 401(k) plans are similar in size to Ufa, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hrbc 401(k) Plan for Ufcw Collective in CA ($20M, 677 participants).
Which 401(k) plans cover a similar participant headcount to Ufa, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants, $3M 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 042684627.

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.