401(k) · DOL Form 5500 · 2023

Ushg, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
2,455
Participants Above avg headcount
76th
Percentile by assets National rank
$10,187
Avg per participant Low balance/head
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Official DOL plan name: Ushg 401(k) Plan · Sponsored by Ushg, LLC · New York · Food Services & Accommodation

$25M in assets, 2,455 participants

Ushg, LLC's Ushg 401(k) Plan reported $25M in total assets and 2,455 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #3,592 in Food Services & Accommodation (3,828 peers)

Coverage in New York

Ushg 401(k) Plan covers 2,455 participants in New York, 3.1x the typical New York plan (state average ~798 per filing). Assets: $25M.

#3,592
in Food Services & Accommodation (3,828 peers)
+42.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ushg 401(k) Plan's outsized position by total assets

Ushg 401(k) Plan vs every filed plan by assets

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

$25,009,661 Top 24% higher than 76% 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

Ushg 401(k) 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. Ushg 401(k) Plan lands in the large band (2,455 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ushg 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Ushg 401(k) Plan reported participants rose from 682 in the plan year 2022 filing to 2,455 in the plan year 2023 filing.
  • Ushg 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133981536 · Ushg, LLC PY 2023 · 401(k)

Ushg 401(k) Plan · $25M · 2,455 · 76th

  • VS-ST $25M
  • BOY 2,455
  • SCH 76th
  • EBSA 401(k)
  • PART near Hcsc Enterprises, Inc. Retirement Savings Plan
  • TYPE ind #3592

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 Food Services & Accommodation retirement plans → · Plans in New York →

Ushg 401(k) Plan in the asset neighbourhood

Ushg 401(k) Plan$25MHcsc Enterprises, Inc. Retirement Savings PlanHcsc Enterprises, Inc. Retir…$25MFederated Co-Ops, Inc. 401(k) Plan and TrustFederated Co-Ops, Inc. 401(k…$25MPonderosa Homes II, Inc. Ps & Salary Deferral 401(k) PlanPonderosa Homes II, Inc. Ps …$25MBauer Compressors, Inc. Employee Retirement PlanBauer Compressors, Inc. Empl…$25M
End-of-year total assets ($M) among Ushg 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$25M
Net Income$7M
Employer EIN133981536
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ushg, LLC)

Sponsor-wide plan assets over time

All Ushg, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 57.63479301436142% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.6M $27.7M ▲ +57.6%
Year Plans Participants Total Assets
2022 1 682 $18M
2023 1 2,455 $25M
2024 1 1,496 $28M

Nearby 401(k) Plans in New York

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

Ushg 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Ushg 401(k) Plan, Total assets ($B): 0.025009661 · Participants: 2455Ushg 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Ushg 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ushg 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Hcsc Enterprises, Inc. Retirement Savings Plan in PA ($25M); by covered participants it is Iue-Cwa 401(k) Retirement Savings and Security Plan in PA (2,454 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,455 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 Ushg 401(k) Plan assets move in 2023? ▼
Ushg 401(k) Plan surged - up 42.4% during 2023, from $18M to $25M. Reported net income was $7M.
How have Ushg, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ushg, LLC's sponsor-wide assets grew 57.6%, from $18M to $28M.
Where does Ushg 401(k) Plan rank by assets among Form 5500 filers? ▼
Ushg 401(k) Plan ranks in the 76th 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 Ushg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hcsc Enterprises, Inc. Retirement Savings Plan in PA ($25M, 155 participants).
Which 401(k) plans cover a similar participant headcount to Ushg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Iue-Cwa 401(k) Retirement Savings and Security Plan in PA (2,454 participants, $77M 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 133981536.

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.