401(k) · DOL Form 5500 · 2023

Universal Pure Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
573
Participants Below avg headcount
46th
Percentile by assets National rank
$9,715
Avg per participant Low balance/head
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Official DOL plan name: Universal Pure 401(k) Plan · Sponsored by Universal Pure Holdings, LLC · Georgia · Transportation & Warehousing

$6M in assets, 573 participants

Universal Pure Holdings, LLC's Universal Pure 401(k) Plan reported $6M in total assets and 573 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #1,571 in Transportation & Warehousing (3,362 peers)

Universal Pure Holdings, LLC multi-year trail

Universal Pure Holdings, LLC's plans moved +75.5% in assets from 2022 to 2024; this filing shows Universal Pure 401(k) Plan at $6M / 573 participants.

#1,571
in Transportation & Warehousing (3,362 peers)
+49.8%
assets growth YoY

Universal Pure 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Universal Pure 401(k) Plan vs every filed plan by assets

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

$5,566,518 46th percentile higher than 46% 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 Pure 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. Universal Pure 401(k) Plan sits mid-pack in the medium band (573 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Universal Pure 401(k) Plan reported net income rose from -$581K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Universal Pure 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Universal Pure 401(k) Plan reported participants rose from 523 in the plan year 2022 filing to 573 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 800871967 · Universal Pure Holdings, LLC PY 2023 · 401(k)

Universal Pure 401(k) Plan · $6M · 573 · 46th

  • EIN $6M
  • EIN 573
  • EIN 46th
  • EIN 401(k)
  • EIN near Residential Opportunities, Incorporated Tax Sheltered 403(b) Plan
  • EIN ind #1571

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 Transportation & Warehousing retirement plans → · Plans in Georgia →

Universal Pure 401(k) Plan in the asset neighbourhood

Universal Pure 401(k) Plan$6MResidential Opportunities, Incorporated Tax Sheltered 403(b) PlanResidential Opportunities, I…$6MDave Wright Nissan Subaru, Inc. 401(k) PlanDave Wright Nissan Subaru, I…$6MShoun Bach 401(k) Plan$6MValley Eye Associates 401(k) Retirement Savings PlanValley Eye Associates 401(k)…$6M
End-of-year total assets ($M) among Universal Pure 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Universal Pure Holdings, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Universal Pure Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 75.54585987192584% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.72M $6.52M ▲ +75.3%
Year Plans Participants Total Assets
2022 1 523 $4M
2023 1 573 $6M
2024 1 1,227 $7M

Universal Pure Holdings, LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN800871967
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Universal Pure 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Universal Pure 401(k) Plan, Total assets ($B): 0.005566518 · Participants: 573Universal Pure 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Universal Pure 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Universal Pure 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Residential Opportunities, Incorporated Tax Sheltered 403(b) Plan in MI ($6M); by covered participants it is Mood401(k) Savings and Retirement Plan in TX (573 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (573 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 Pure 401(k) Plan assets move in 2023? ▼
Universal Pure 401(k) Plan surged - up 49.8% during 2023, from $4M to $6M. Reported net income was $1M.
How have Universal Pure Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Universal Pure Holdings, LLC's sponsor-wide assets grew 75.5%, from $4M to $7M.
Which 401(k) plans are similar in size to Universal Pure 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Residential Opportunities, Incorporated Tax Sheltered 403(b) Plan in MI ($6M, 369 participants).
Which 401(k) plans cover a similar participant headcount to Universal Pure 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mood401(k) Savings and Retirement Plan in TX (573 participants, $78M 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 800871967.

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.