401(k) · DOL Form 5500 · 2023

United Mechanical, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
132
Participants Small participant base
64th
Percentile by assets National rank
$99,149
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Umi 401(k) Plan · Sponsored by United Mechanical, Inc. · California · Construction

$13M in assets, 132 participants

United Mechanical, Inc.'s Umi 401(k) Plan reported $13M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #5,677 in Construction (9,030 peers)

Coverage in California

Umi 401(k) Plan covers 132 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $13M.

#5,677
in Construction (9,030 peers)
+23.5%
assets growth YoY

Umi 401(k) Plan's mid-pack asset rank among Construction and all filers

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

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

$13,087,725 Top 36% higher than 64% 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

Umi 401(k) 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. Umi 401(k) Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Umi 401(k) Plan reported net income rose from -$114K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Umi 401(k) Plan reported participants rose from 104 in the plan year 2022 filing to 132 in the plan year 2023 filing.
  • Umi 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 542095461 · United Mechanical, Inc. PY 2023 · 401(k)

Umi 401(k) Plan · $13M · 132 · 64th

  • BOY $13M
  • BOY 132
  • BOY 64th
  • BOY 401(k)
  • BOY near Able Roofing 401(k) & Profit Sharing Plan
  • BOY ind #5677

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 Construction retirement plans → · Plans in California →

Umi 401(k) Plan in the asset neighbourhood

Umi 401(k) Plan$13MAble Roofing 401(k) & Profit Sharing PlanAble Roofing 401(k) & Profit…$13MLegal Aid Services of Oregon Retirement Profit Sharing PlaanLegal Aid Services of Oregon…$13MCanam Bridges US Inc 401(k) PlanCanam Bridges US Inc 401(k) …$13MIngersoll Auto of Danbury 401(k) PlanIngersoll Auto of Danbury 40…$13M
End-of-year total assets ($M) among Umi 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN542095461
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Mechanical, Inc.)

Sponsor-wide plan assets over time

All United Mechanical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 61.304215705367625% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.6M $17.1M ▲ +61.4%
Year Plans Participants Total Assets
2022 1 104 $11M
2023 1 132 $13M
2024 1 115 $17M

Nearby 401(k) Plans in California

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

Umi 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Umi 401(k) Plan, Total assets ($B): 0.013087725 · Participants: 132Umi 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Umi 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Umi 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Able Roofing 401(k) & Profit Sharing Plan in OH ($13M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Umi 401(k) Plan assets move in 2023? ▼
Umi 401(k) Plan grew sharply - up 23.5% during 2023, from $11M to $13M. Reported net income was $2M.
How have United Mechanical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Mechanical, Inc.'s sponsor-wide assets grew 61.3%, from $11M to $17M.
Which 401(k) plans are similar in size to Umi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Able Roofing 401(k) & Profit Sharing Plan in OH ($13M, 330 participants).
Which 401(k) plans cover a similar participant headcount to Umi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (132 participants, $5M 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 542095461.

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.