401(k) · DOL Form 5500 · 2023

Universal Leaf Tobacco Company, Inc. 401(k) Plan

Data updated 2026-08-25

$109M
Total assets Near avg plan size
2,691
Participants Above avg headcount
92nd
Percentile by assets National rank
$40,537
Avg per participant Low balance/head
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Official DOL plan name: Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan · Sponsored by Universal Leaf Tobacco Company, Inc. · Virginia · Wholesale Trade

$109M in assets, 2,691 participants

Universal Leaf Tobacco Company, Inc.'s Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan reported $109M in total assets and 2,691 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #5,893 in Wholesale Trade (6,309 peers)

Coverage in Virginia

Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan covers 2,691 participants in Virginia, 3.4x the typical Virginia plan (state average ~782 per filing). Assets: $109M.

#5,893
in Wholesale Trade (6,309 peers)
+40.0%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan's outsized position by total assets

Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$109,086,264 Top 8% higher than 92% 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 Leaf Tobacco Company, Inc. 401(k) Savings 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. Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan lands in the large band (2,691 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan reported net income rose from -$13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan end-of-year assets rose from $78M in the plan year 2022 filing to $109M in the plan year 2023 filing.
  • Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan reported participants rose from 2,094 in the plan year 2022 filing to 2,691 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 540741848 · Universal Leaf Tobacco Company, Inc. PY 2023 · 401(k)

Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan · $109M · 2,691 · 92nd

  • EBSA $109M
  • PART 2,691
  • TYPE 92nd
  • NET 401(k)
  • BOOK near Lakeview Health 401(k) Plan
  • VS-ST ind #5893

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 Wholesale Trade retirement plans → · Plans in Virginia →

Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan in the asset neighbourhood

Tanimura & Antle, Inc. Profit Sharing 401(k) PlanTanimura & Antle, Inc. Profi…$109MUniversal Leaf Tobacco Company, Inc. 401(k) Savings PlanUniversal Leaf Tobacco Compa…$109MLakeview Health 401(k) Plan$109MOrchard, Hiltz & Mccliment Profit Sharing/401(k) PlanOrchard, Hiltz & Mccliment P…$109MIsland Employment Services, LLC 401(k) Profit Sharing PlanIsland Employment Services, …$109M
End-of-year total assets ($M) among Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$109M
Net Income$14M
Employer EIN540741848
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Universal Leaf Tobacco Company, Inc.)

Sponsor-wide plan assets over time

All Universal Leaf Tobacco Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$328M 14.869531765289024% vs 2022
2024 filing year
$280M$300M$320M$340M 202220232024 $285M $328M ▲ +14.9%
Year Plans Participants Total Assets
2022 2 2,468 $285M
2023 2 3,059 $322M
2024 2 2,400 $328M

Nearby 401(k) Plans in Virginia

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

Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan, Total assets ($B): 0.109086264 · Participants: 2691Universal Leaf Tobacco Company, Inc. 401(k) Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Lakeview Health 401(k) Plan in MN ($109M); by covered participants it is Bank Ozk 401(k) Retirement Savings Plan in AR (2,691 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,691 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 Leaf Tobacco Company, Inc. 401(k) Savings Plan assets move in 2023? ▼
Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan surged - up 40.0% during 2023, from $78M to $109M. Reported net income was $14M.
How have Universal Leaf Tobacco Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Universal Leaf Tobacco Company, Inc.'s sponsor-wide assets grew 14.9%, from $285M to $328M.
Where does Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lakeview Health 401(k) Plan in MN ($109M, 1,343 participants).
Which 401(k) plans cover a similar participant headcount to Universal Leaf Tobacco Company, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bank Ozk 401(k) Retirement Savings Plan in AR (2,691 participants, $302M 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 540741848.

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.