401(k) · DOL Form 5500 · 2023

Universal Woods, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets: 268
Participants Below avg headcount: 72nd
Percentile by assets National rank: $73,983
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Uw Solutions Retirement Savings Plan · Sponsored by Universal Woods, LLC · Kentucky · Professional & Technical Services

$20M in assets, 268 participants

Universal Woods, LLC's Uw Solutions Retirement Savings Plan reported $20M in total assets and 268 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

#14,682 in Professional & Technical Services (20,321 peers)

Coverage in Kentucky

Uw Solutions Retirement Savings Plan covers 268 participants in Kentucky, about 41% of the average Kentucky filer (state average ~647 per filing). Assets: $20M.

#14,682
in Professional & Technical Services (20,321 peers): +6.7%
assets growth YoY

Uw Solutions Retirement Savings Plan's outsized position by total assets

Uw Solutions Retirement Savings Plan vs every filed plan by assets

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

$19,827,431 Top 28% higher than 72% 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

Uw Solutions Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uw Solutions Retirement Savings Plan sits mid-pack in the medium band (268 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 833763714 · Universal Woods, LLC PY 2023 · 401(k)

Uw Solutions Retirement Savings Plan · $20M · 268 · 72nd

SCH $20M
EBSA 268
PART 72nd
TYPE 401(k)
NET near 401(k) Savings Plan and Trust of Universal Field Services, Inc.
BOOK ind #14682

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 Professional & Technical Services retirement plans → · Plans in Kentucky →

End-of-year total assets ($M) among Uw Solutions Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)	$19M
Net Assets (End of Year)	$20M
Net Income	$1M
Employer EIN	833763714
Plan Effective Date	1993-02-04
Filing Status	FILING RECEIVED

Sponsor Plan History (Universal Woods, LLC)

Latest sponsor-wide plan assets: $11K 99.94415312805779% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	268	$20M
2024	1	232	$11K

Nearby 401(k) Plans in Kentucky

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

Uw Solutions Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
Humana Retirement Savings Plan $7.4B · 45,938
UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
Scionhealth 401(k) Plan $1.2B · 33,226
Lexmark Savings Plan $1.2B · 1,968

Compare Uw Solutions Retirement Savings Plan side-by-side with 3 peers →

Uw Solutions Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is 401(k) Savings Plan and Trust of Universal Field Services, Inc. in OK ($20M); by covered participants it is Patientpop Inc. Retirement Trust in CA (268 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

401(k) Savings Plan and Trust of Universal Field Services, Inc. (OK) $20M · 350
Dlf USA Inc. Retirement Plan (OR) $20M · 227
Contract Pharmacal Corporation 401(k) Plan (NY) $20M · 402
Farmer Boy Ag, Inc. 401(k) Profit Sharing Plan (PA) $20M · 108

Similar participant headcount

Nearest other-state filings by covered participants (268 participants); asset peers above are excluded.

Patientpop Inc. Retirement Trust (CA) 268 · 0 off
Healthcrest Surgical 401(k) Plan (OK) 268 · 0 off
F. Korbel & Bros. 401(k) Retirement Plan (CA) 268 · 0 off
Allied Employer Group 401(k) Retirement Plan (TX) 268 · 0 off

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 Uw Solutions Retirement Savings Plan assets move in 2023? ▼

Uw Solutions Retirement Savings Plan grew at a solid clip - up 6.7% during 2023, from $19M to $20M. Reported net income was $1M.

How have Universal Woods, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Universal Woods, LLC's sponsor-wide assets declined 99.9%, from $20M to $11K.

Which 401(k) plans are similar in size to Uw Solutions Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is 401(k) Savings Plan and Trust of Universal Field Services, Inc. in OK ($20M, 350 participants).

Which 401(k) plans cover a similar participant headcount to Uw Solutions Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Patientpop Inc. Retirement Trust in CA (268 participants, N/A 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 833763714.