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
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
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.
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
New Jersey filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 222302481 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING 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
| 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.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
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.