401(k) · DOL Form 5500 · 2023

Umh Properties, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
434
Participants Below avg headcount
78th
Percentile by assets National rank
$63,382
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Umh Properties, Inc. 401(k) Plan · Sponsored by Umh Properties, Inc. · New Jersey · Real Estate

$28M in assets, 434 participants

Umh Properties, Inc.'s Umh Properties, Inc. 401(k) Plan reported $28M in total assets and 434 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,263 in Real Estate (4,727 peers)

Where Umh Properties, Inc. 401(k) Plan sits by assets

Umh Properties, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 434 participants (~$63,382/participant), up 14.6% in 2023.

#4,263
in Real Estate (4,727 peers)
+14.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Umh Properties, Inc. 401(k) Plan's outsized position by total assets

Umh Properties, Inc. 401(k) Plan vs every filed plan by assets

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

$27,507,741 Top 22% higher than 78% 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

Umh Properties, Inc. 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. Umh Properties, Inc. 401(k) Plan sits mid-pack in the medium band (434 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Umh Properties, Inc. 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Umh Properties, Inc. 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Umh Properties, Inc. 401(k) Plan reported participants rose from 423 in the plan year 2022 filing to 434 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 221890929 · Umh Properties, Inc. PY 2023 · 401(k)

Umh Properties, Inc. 401(k) Plan · $28M · 434 · 78th

  • EBSA $28M
  • EBSA 434
  • EBSA 78th
  • EBSA 401(k)
  • EBSA near Major Drilling America, Inc. 401(k) Plan
  • EBSA ind #4263

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 Real Estate retirement plans → · Plans in New Jersey →

Umh Properties, Inc. 401(k) Plan in the asset neighbourhood

Umh Properties, Inc. 401(k) PlanUmh Properties, Inc. 401(k) …$28MMajor Drilling America, Inc. 401(k) PlanMajor Drilling America, Inc.…$28MNuvera Communications, Inc. Salary Savings PlanNuvera Communications, Inc. …$28MHolliday Rock Co., Inc. 401(k) Profit Sharing PlanHolliday Rock Co., Inc. 401(…$28MMmgl 401(k) Plan$28M
End-of-year total assets ($M) among Umh Properties, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN221890929
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Umh Properties, Inc.)

Sponsor-wide plan assets over time

All Umh Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 42.465884438765016% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24M $34.2M ▲ +42.5%
Year Plans Participants Total Assets
2022 1 423 $24M
2023 1 434 $28M
2024 1 473 $34M

Nearby 401(k) Plans in New Jersey

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

Umh Properties, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Umh Properties, Inc. 401(k) Plan, Total assets ($B): 0.027507741 · Participants: 434Umh Properties, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Umh Properties, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Umh Properties, Inc. 401(k) Plan side-by-side with 3 peers →

Umh Properties, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Major Drilling America, Inc. 401(k) Plan in UT ($28M); by covered participants it is Prime Ae Group, Inc. 401(k) Plan in OH (434 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (434 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 Umh Properties, Inc. 401(k) Plan assets move in 2023? ▼
Umh Properties, Inc. 401(k) Plan grew at a solid clip - up 14.6% during 2023, from $24M to $28M. Reported net income was $4M.
How have Umh Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umh Properties, Inc.'s sponsor-wide assets grew 42.5%, from $24M to $34M.
Where does Umh Properties, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Umh Properties, Inc. 401(k) Plan ranks in the 78th 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 Umh Properties, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Major Drilling America, Inc. 401(k) Plan in UT ($28M, 554 participants).
Which 401(k) plans cover a similar participant headcount to Umh Properties, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prime Ae Group, Inc. 401(k) Plan in OH (434 participants, $38M 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 221890929.

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.