401(k) · DOL Form 5500 · 2023

Utilities & Industries Management Corp. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
179
Participants Small participant base
68th
Percentile by assets National rank
$86,032
Avg per participant Below avg balance/head
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Official DOL plan name: 401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates · Sponsored by Utilities & Industries Management Corp. · New York · Management of Enterprises

$15M in assets, 179 participants

Utilities & Industries Management Corp.'s 401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates reported $15M in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #542 in Management of Enterprises (1,137 peers)

Coverage in New York

401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates covers 179 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $15M.

#542
in Management of Enterprises (1,137 peers)
+22.1%
assets growth YoY

401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates's outsized position by total assets

401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates vs every filed plan by assets

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

$15,399,809 Top 32% higher than 68% 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

401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates 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. 401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • 401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 131789034 · Utilities & Industries Management Corp. PY 2023 · 401(k)

401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates · $15M · 179 · 68th

  • PHOTO $15M
  • IND 179
  • EOY 68th
  • 5500 401(k)
  • ASSETS near Bear River Mutual Insurance Company Profit Sharing Plan 401(k)
  • PCT ind #542

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 Management of Enterprises retirement plans → · Plans in New York →

401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates in the asset neighbourhood

401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates401(k) Plan for Ees of Utili…$15MBear River Mutual Insurance Company Profit Sharing Plan 401(k)Bear River Mutual Insurance …$15MCrosslink 401(k) Retirement PlanCrosslink 401(k) Retirement …$15MTriad Manufacturing, Inc. 401(k) & Profit Sharing PlanTriad Manufacturing, Inc. 40…$15MThe Sedona Group Retirement PlanThe Sedona Group Retirement …$15M
End-of-year total assets ($M) among 401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN131789034
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Utilities & Industries Management Corp.)

Sponsor-wide plan assets over time

All Utilities & Industries Management Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 25.945021376700744% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $12.6M $15.9M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 180 $13M
2023 1 179 $15M
2024 1 199 $16M

Nearby 401(k) Plans in New York

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

401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants 401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates, Total assets ($B): 0.015399809 · Participants: 179401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & AffiliatesIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates vs. nearby 401(k) plans in New York, assets vs. participants
Compare 401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates side-by-side with 3 peers →

401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bear River Mutual Insurance Company Profit Sharing Plan 401(k) in UT ($15M); by covered participants it is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 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 401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates assets move in 2023? ▼
401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates grew sharply - up 22.1% during 2023, from $13M to $15M. Reported net income was $3M.
How have Utilities & Industries Management Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utilities & Industries Management Corp.'s sponsor-wide assets grew 25.9%, from $13M to $16M.
Which 401(k) plans are similar in size to 401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates? ▼
Among 401(k) plans in other states, the closest by assets is Bear River Mutual Insurance Company Profit Sharing Plan 401(k) in UT ($15M, 120 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Plan for Ees of Utilities & Industries Mgt. Corp. & Affiliates? ▼
Among 401(k) plans in other states, the closest by covered participants is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants, $4M 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 131789034.

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.