401(k) · DOL Form 5500 · 2023

Universal Nutrition 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
194
Participants Below avg headcount
66th
Percentile by assets National rank
$73,684
Avg per participant Below avg balance/head
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Official DOL plan name: Employee Benefit Plan of Universal Nutrition · Sponsored by Universal Nutrition · New Jersey · Wholesale Trade

$14M in assets, 194 participants

Universal Nutrition's Employee Benefit Plan of Universal Nutrition reported $14M in total assets and 194 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,794 in Wholesale Trade (6,309 peers)

Coverage in New Jersey

Employee Benefit Plan of Universal Nutrition covers 194 participants in New Jersey, about 23% of the average New Jersey filer (state average ~844 per filing). Assets: $14M.

#3,794
in Wholesale Trade (6,309 peers)
+21.5%
assets growth YoY

Employee Benefit Plan of Universal Nutrition's mid-pack asset rank among Wholesale Trade and all filers

Employee Benefit Plan of Universal Nutrition vs every filed plan by assets

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

$14,294,651 Top 34% higher than 66% 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

Employee Benefit Plan of Universal Nutrition 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. Employee Benefit Plan of Universal Nutrition sits mid-pack in the medium band (194 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefit Plan of Universal Nutrition reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Employee Benefit Plan of Universal Nutrition end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Employee Benefit Plan of Universal Nutrition reported participants fell from 221 in the plan year 2022 filing to 194 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 222302481 · Universal Nutrition PY 2023 · 401(k)

Employee Benefit Plan of Universal Nutrition · $14M · 194 · 66th

  • VS-ST $14M
  • VS-ST 194
  • VS-ST 66th
  • VS-ST 401(k)
  • VS-ST near Cheer Pack North America 401(k) Plan
  • VS-ST ind #3794

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Employee Benefit Plan of Universal Nutrition in the asset neighbourhood

Caran Precision Eng. & Mfg. Corp. Retirement Savings PlanCaran Precision Eng. & Mfg. …$14MNwp Enterprises Inc 401(k) Profit Sharing Plan & TrustNwp Enterprises Inc 401(k) P…$14MEmployee Benefit Plan of Universal NutritionEmployee Benefit Plan of Uni…$14MCheer Pack North America 401(k) PlanCheer Pack North America 401…$14MMcmahon Truck Centers 401(k) Retirement PlanMcmahon Truck Centers 401(k)…$14M
End-of-year total assets ($M) among Employee Benefit Plan of Universal Nutrition and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN222302481
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Universal Nutrition)

Sponsor-wide plan assets over time

All Universal Nutrition plans reported in each filing year

Latest sponsor-wide plan assets
$17M 43.86600177384428% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.8M $16.9M ▲ +43.8%
Year Plans Participants Total Assets
2022 1 221 $12M
2023 1 194 $14M
2024 1 198 $17M

Nearby 401(k) Plans in New Jersey

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

Employee Benefit Plan of Universal Nutrition vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Employee Benefit Plan of Universal Nutrition, Total assets ($B): 0.014294651 · Participants: 194Employee Benefit Plan of Universal NutritionJPMorgan 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
Employee Benefit Plan of Universal Nutrition vs. nearby 401(k) plans in New Jersey, assets vs. participants

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

Outside New Jersey, the nearest 401(k) by assets is Cheer Pack North America 401(k) Plan in MA ($14M); by covered participants it is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Employee Benefit Plan of Universal Nutrition assets move in 2023?
Employee Benefit Plan of Universal Nutrition grew sharply - up 21.5% during 2023, from $12M to $14M. Reported net income was $3M.
How have Universal Nutrition plan assets changed over time?
Across 3 plan years on file (2022-2024), Universal Nutrition's sponsor-wide assets grew 43.9%, from $12M to $17M.
Which 401(k) plans are similar in size to Employee Benefit Plan of Universal Nutrition?
Among 401(k) plans in other states, the closest by assets is Cheer Pack North America 401(k) Plan in MA ($14M, 227 participants).
Which 401(k) plans cover a similar participant headcount to Employee Benefit Plan of Universal Nutrition?
Among 401(k) plans in other states, the closest by covered participants is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY (194 participants, $3M in assets).