401(k) · DOL Form 5500 · 2023
Nbcuniversal, LLC 401(k) Plan
Data updated 2026-08-25
- $330M
- Total assets Above avg plan size
- 8,060
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $40,890
- Avg per participant Low balance/head
Official DOL plan name: Nbcuniversal Capital Accumulation Plan (Cap) · Sponsored by Nbcuniversal, LLC · New York · Information & Media
$330M in assets, 8,060 participants
Nbcuniversal, LLC's Nbcuniversal Capital Accumulation Plan (Cap) reported $330M in total assets and 8,060 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #2,651 in Information & Media (2,818 peers)
Coverage in New York
Nbcuniversal Capital Accumulation Plan (Cap) covers 8,060 participants in New York, 10x the typical New York plan (state average ~798 per filing). Assets: $330M.
- #2,651
- in Information & Media (2,818 peers)
- +22.7%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
Nbcuniversal Capital Accumulation Plan (Cap)'s outsized position by total assets
Nbcuniversal Capital Accumulation Plan (Cap) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$329,574,461 Top 4% higher than 96% 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
Nbcuniversal Capital Accumulation Plan (Cap)'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. Nbcuniversal Capital Accumulation Plan (Cap) lands in the large band (8,060 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Nbcuniversal Capital Accumulation Plan (Cap) reported net income rose from -$44M in the plan year 2022 filing to $61M in the plan year 2023 filing.
- Nbcuniversal Capital Accumulation Plan (Cap) end-of-year assets rose from $269M in the plan year 2022 filing to $330M in the plan year 2023 filing.
- Nbcuniversal Capital Accumulation Plan (Cap) reported participants rose from 7,657 in the plan year 2022 filing to 8,060 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 273526824 · Nbcuniversal, LLC PY 2023 · 401(k)
Nbcuniversal Capital Accumulation Plan (Cap) · $330M · 8,060 · 96th
- BOOK $330M
- BOOK 8,060
- BOOK 96th
- BOOK 401(k)
- BOOK near Roush 401(k) Profit Sharing Plan
- BOOK ind #2651
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 Information & Media retirement plans → · Plans in New York →
Nbcuniversal Capital Accumulation Plan (Cap) in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $269M |
|---|---|
| Net Assets (End of Year) | $330M |
| Net Income | $61M |
| Employer EIN | 273526824 |
| Plan Effective Date | 2011-01-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nbcuniversal, LLC)
Sponsor-wide plan assets over time
All Nbcuniversal, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $398M 48.03307174863054% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,657 | $269M |
| 2023 | 1 | 8,060 | $330M |
| 2024 | 1 | 9,285 | $398M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Scale composition for Nbcuniversal Capital Accumulation Plan (Cap)
Nbcuniversal Capital Accumulation Plan (Cap) reports $330M in end-of-year assets across 8,060 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $40,890 per participant (30% of the national average assets-per-participant) . Net income for plan year 2023 was $61M.
This plan identity (EIN 273526824, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $269M to $398M (+48.0%) while covered participants moved from 7,657 to 9,285 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,657 | $269M | Open filing |
| 2023 | 8,060 | $330M | This page |
| 2024 · index core | 9,285 | $398M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Nbcuniversal Capital Accumulation Plan (Cap) (401(k), $398M, 9,285 participants)
Nbcuniversal Capital Accumulation Plan (Cap)'s out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Roush 401(k) Profit Sharing Plan in MI ($330M); by covered participants it is Red Hat, Inc. 401(k) and Profit Sharing Plan in NC (8,059 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($330M here).
- Roush 401(k) Profit Sharing Plan (MI) $330M · 4,759
- Accor 401(k) Plan () $330M · 8,414
- The Vancouver Clinic, Inc., P.S. 401(k) Retirement Savings Plan (WA) $329M · 2,046
- Metropolitan Anesthesia Network Profit Sharing Plan (MN) $330M · 528
Similar participant headcount
Nearest other-state filings by covered participants (8,060 participants); asset peers above are excluded.
- Red Hat, Inc. 401(k) and Profit Sharing Plan (NC) 8,059 · 1 off
- Adm 401(k) and Employee Stock Ownership Plan for Salaried Employees (IL) 8,055 · 5 off
- Hard Rock Futurecare 401(k) Plan (FL) 8,055 · 5 off
- Johnson Controls Select Hourly Retirement Savings and Investment Plan (WI) 8,052 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.