UHY SAVINGS PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
UHY ADVISORS, INC.
This 401(k) plan holds $237M in total assets and serves 1,343 participants as of 2023. It is sponsored by UHY ADVISORS, INC. in Michigan. The plan reported positive net income of $58M for the year.
What the Filing Says About UHY SAVINGS PLAN
UHY SAVINGS PLAN is a 401(k) retirement plan sponsored by UHY ADVISORS, INC., headquartered in Michigan. As of the 2023 Form 5500 filing, the plan reports $237M in total end-of-year assets and covers 1,343 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 364272852, and the plan has been effective since 2001-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $179M at the beginning of 2023 to $237M at year-end — a gain of 32.2%. Net assets (after liabilities) closed the year at $237M, with reported net income of $58M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $179M |
| Total Assets (End of Year) | $237M |
| Net Assets (End of Year) | $237M |
| Net Income | $58M |
| Plan Type | 401(k) |
| Employer EIN | 364272852 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (UHY ADVISORS, INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,029 | $179M |
| 2023 | 1 | 1,343 | $237M |
| 2024 | 1 | 1,595 | $285M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- FORD MOTOR CO. SAVINGS AND STOCK INVESTMENT PLAN FOR SALARIED EMPLOYEES $15.6B · 30,516
- THE DOW CHEMICAL COMPANY EMPLOYEES' SAVINGS PLAN $10.1B · 18,088
- FORD MOTOR CO. TAX-EFFICIENT SAVINGS PLAN FOR HOURLY EMPLOYEES $7.6B · 59,195
- STRYKER CORPORATION 401(K) SAVINGS AND RETIREMENT PLAN $6.6B · 24,750
- WHIRLPOOL 401(K) RETIREMENT PLAN $3.3B · 19,575
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the UHY SAVINGS PLAN? ▼
What type of plan is UHY SAVINGS PLAN? ▼
Who sponsors the UHY SAVINGS PLAN? ▼
How did UHY SAVINGS PLAN perform in 2023? ▼
Where can I find official filings for UHY SAVINGS PLAN? ▼
How does UHY SAVINGS PLAN compare to other plans? ▼
Explore PlainRetire
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 364272852.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.