Universal Paragon Corporation 401(k) Plan

401(k) · DOL Form 5500 · 2023

What the Filing Says About Universal Paragon Corporation 401(k) Plan

Universal Paragon Corporation 401(k) Plan is a 401(k) retirement plan sponsored by Universal Paragon Corporation, headquartered in California. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 440 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 943107608, and the plan has been effective since 1994-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew sharply from $12M at the beginning of 2023 to $15M at year-end - up 26.4%. Net assets (after liabilities) closed the year at $15M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Across the 2 plan years Universal Paragon Corporation has on file with PlainRetire (2022-2023), sponsor-wide plan assets have moved from $12M to $15M, a gain of 26.4%, while reported participants moved from 446 to 440 (-1.3%). Year-by-year, sponsor-wide filings show: 2022 - $12M in assets across 1 plan covering 446 participants; 2023 - $15M in assets across 1 plan covering 440 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank Universal Paragon Corporation 401(k) Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.