401(k) · DOL Form 5500 · 2023
Universal City Development Partners, Ltd Universal Orlando 401(k) Plan
Data updated 2026-08-11
- $661M
- Total assets
- 19,075
- Participants
- 98th
- Percentile by assets
- $34,665
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $661M
- total plan assets (2023 EOY)
- 19,075
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $34,665
- avg assets per participant
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.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Universal Orlando 401(k) Retirement Plan reports 19,075 participants - 30x that state average ($661M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $513M |
|---|---|
| Net Assets (End of Year) | $661M |
| Net Income | $149M |
| Employer EIN | 593128514 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Universal City Development Partners, Ltd Universal Orlando)
| 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
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
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 (401(k), $834M, 21,662 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Universal Orlando 401(k) Retirement Plan by total assets, not by location.
- Wintrust Financial Corporation Retirement Savings Plan (IL) $661M · 5,151
- Kelsey-Seybold 401(k) Plan (MN) $661M · 5,306
- Serco Inc. 401(k) Retirement Plan (VA) $661M · 7,688
- Zillow Group 401(k) Plan (WA) $662M · 5,644
Frequently Asked Questions
How did Universal Orlando 401(k) Retirement Plan assets move in 2023? ▼
How have Universal City Development Partners, Ltd Universal Orlando plan assets changed over time? ▼
Where does Universal Orlando 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Universal Orlando 401(k) Retirement Plan? ▼
Next read for Universal Orlando 401(k) Retirement Plan
Filing takeaways
Ways to act on Universal Orlando 401(k) Retirement Plan's numbers.
- By total assets, Universal Orlando 401(k) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Universal City Development Partners, Ltd Universal Orlando's sponsor-wide assets have grown 62.7% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans