401(k) · DOL Form 5500 · 2023

Universal City Development Partners, Ltd Universal Orlando 401(k) Plan

Data updated 2026-08-25

$661M
Total assets Above avg plan size
19,075
Participants Very large workforce
98th
Percentile by assets National rank
$34,665
Avg per participant Low balance/head
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Official DOL plan name: Universal Orlando 401(k) Retirement Plan · Sponsored by Universal City Development Partners, Ltd Universal Orlando · Florida · Arts, Entertainment & Recreation

$661M in assets, 19,075 participants

Universal City Development Partners, Ltd Universal Orlando's Universal Orlando 401(k) Retirement Plan reported $661M in total assets and 19,075 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #2,930 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Florida

Universal Orlando 401(k) Retirement Plan covers 19,075 participants in Florida, 30x the typical Florida plan (state average ~628 per filing). Assets: $661M.

#2,930
in Arts, Entertainment & Recreation (2,945 peers)
+29.0%
assets growth YoY
6.6×
vs typical plan assets (national mean)

Universal Orlando 401(k) Retirement Plan's outsized position by total assets

Universal Orlando 401(k) Retirement Plan vs every filed plan by assets

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

$661,233,232 Top 2% higher than 98% 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 Orlando 401(k) Retirement Plan's mega-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 Orlando 401(k) Retirement Plan is a mega filing (19,075 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Universal Orlando 401(k) Retirement Plan reported net income rose from -$60M in the plan year 2022 filing to $149M in the plan year 2023 filing.
  • Universal Orlando 401(k) Retirement Plan end-of-year assets rose from $513M in the plan year 2022 filing to $661M in the plan year 2023 filing.
  • Universal Orlando 401(k) Retirement Plan reported participants rose from 15,871 in the plan year 2022 filing to 19,075 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 593128514 · Universal City Development Partners, Ltd Universal Orlando PY 2023 · 401(k)

Universal Orlando 401(k) Retirement Plan · $661M · 19,075 · 98th

  • PHOTO $661M
  • IND 19,075
  • EOY 98th
  • 5500 401(k)
  • ASSETS near Wintrust Financial Corporation Retirement Savings Plan
  • PCT ind #2930

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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →

Universal Orlando 401(k) Retirement Plan in the asset neighbourhood

Zillow Group 401(k) Plan$662MKelsey-Seybold 401(k) Plan$661MWintrust Financial Corporation Retirement Savings PlanWintrust Financial Corporati…$661MUniversal Orlando 401(k) Retirement PlanUniversal Orlando 401(k) Ret…$661MSerco Inc. 401(k) Retirement PlanSerco Inc. 401(k) Retirement…$661M
End-of-year total assets ($M) among Universal Orlando 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$513M
Net Assets (End of Year)$661M
Net Income$149M
Employer EIN593128514
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Universal City Development Partners, Ltd Universal Orlando)

Sponsor-wide plan assets over time

All Universal City Development Partners, Ltd Universal Orlando plans reported in each filing year

Latest sponsor-wide plan assets
$834M 62.689920484942704% vs 2022
2024 filing year
$400M$500M$600M$700M$800M$900M 202220232024 $513M $834M ▲ +62.7%
Year Plans Participants Total Assets
2022 1 15,871 $513M
2023 1 19,075 $661M
2024 1 21,662 $834M

Nearby 401(k) Plans in Florida

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

Universal Orlando 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. 0100000200000300000400000 -505101520 Total assets ($B) Participants Universal Orlando 401(k) Retirement Plan, Total assets ($B): 0.661233232 · Participants: 19075Universal Orlando 401(k) Retirement 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 Orlando 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Universal Orlando 401(k) Retirement Plan side-by-side with 3 peers →

Scale composition for Universal Orlando 401(k) Retirement Plan

Universal Orlando 401(k) Retirement Plan reports $661M in end-of-year assets across 19,075 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $34,665 per participant (25% of the national average assets-per-participant) . Net income for plan year 2023 was $149M.

This plan identity (EIN 593128514, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $513M to $834M (+62.7%) while covered participants moved from 15,871 to 21,662 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 15,871 $513M Open filing
2023 19,075 $661M This page
2024 · index core 21,662 $834M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Universal Orlando 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Wintrust Financial Corporation Retirement Savings Plan in IL ($661M); by covered participants it is Cfg Retirement Savings Plan in RI (19,047 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($661M here).

Similar participant headcount

Nearest other-state filings by covered participants (19,075 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 Orlando 401(k) Retirement Plan assets move in 2023? ▼
Universal Orlando 401(k) Retirement Plan grew sharply - up 29.0% during 2023, from $513M to $661M. Reported net income was $149M.
How have Universal City Development Partners, Ltd Universal Orlando plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Universal City Development Partners, Ltd Universal Orlando's sponsor-wide assets grew 62.7%, from $513M to $834M.
Where does Universal Orlando 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Universal Orlando 401(k) Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Universal Orlando 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wintrust Financial Corporation Retirement Savings Plan in IL ($661M, 5,151 participants).
Which 401(k) plans cover a similar participant headcount to Universal Orlando 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cfg Retirement Savings Plan in RI (19,047 participants, $2.9B 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 593128514.

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.