401(k) · DOL Form 5500 · 2023

Uhy Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$237M
Total assets Near avg plan size
1,343
Participants Near avg headcount
95th
Percentile by assets National rank
$176,443
Avg per participant Above avg balance/head
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Official DOL plan name: Uhy Savings Plan · Sponsored by Uhy Advisors, Inc. · Michigan · Professional & Technical Services

$237M in assets, 1,343 participants

Uhy Advisors, Inc.'s Uhy Savings Plan reported $237M in total assets and 1,343 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,610 in Professional & Technical Services (20,321 peers)

Coverage in Michigan

Uhy Savings Plan covers 1,343 participants in Michigan, 2.1x the typical Michigan plan (state average ~638 per filing). Assets: $237M.

#19,610
in Professional & Technical Services (20,321 peers)
+32.2%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Uhy Savings Plan's outsized position by total assets

Uhy Savings Plan vs every filed plan by assets

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

$236,962,863 Top 5% higher than 95% 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

Uhy Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uhy Savings Plan lands in the large band (1,343 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Uhy Savings Plan reported net income rose from -$20M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Uhy Savings Plan end-of-year assets rose from $179M in the plan year 2022 filing to $237M in the plan year 2023 filing.
  • Uhy Savings Plan reported participants rose from 1,029 in the plan year 2022 filing to 1,343 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364272852 · Uhy Advisors, Inc. PY 2023 · 401(k)

Uhy Savings Plan · $237M · 1,343 · 95th

  • ASSETS $237M
  • PCT 1,343
  • EIN 95th
  • RANK 401(k)
  • PHOTO near Michels Corporation 401(k) Savings Plan
  • IND ind #19610

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 Professional & Technical Services retirement plans → · Plans in Michigan →

Uhy Savings Plan in the asset neighbourhood

Uhy Savings Plan$237MMichels Corporation 401(k) Savings PlanMichels Corporation 401(k) S…$237MConsol Energy Inc. Investment PlanConsol Energy Inc. Investmen…$237MSilicon Laboratories Inc. 401(k) PlanSilicon Laboratories Inc. 40…$237MFranklin Electric Co., Inc. Retirement PlanFranklin Electric Co., Inc. …$237M
End-of-year total assets ($M) among Uhy Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$179M
Net Assets (End of Year)$237M
Net Income$58M
Employer EIN364272852
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uhy Advisors, Inc.)

Sponsor-wide plan assets over time

All Uhy Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$285M 59.077213847847766% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $179M $285M ▲ +59.1%
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.

Uhy Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Uhy Savings Plan, Total assets ($B): 0.236962863 · Participants: 1343Uhy Savings PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Uhy Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Uhy Savings Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is Michels Corporation 401(k) Savings Plan in WI ($237M); by covered participants it is Rk Industries, LLC Salary Savings Plan in CO (1,343 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($237M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,343 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 Uhy Savings Plan assets move in 2023? ▼
Uhy Savings Plan surged - up 32.2% during 2023, from $179M to $237M. Reported net income was $58M.
How have Uhy Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uhy Advisors, Inc.'s sponsor-wide assets grew 59.1%, from $179M to $285M.
Where does Uhy Savings Plan rank by assets among Form 5500 filers? ▼
Uhy Savings Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Uhy Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Michels Corporation 401(k) Savings Plan in WI ($237M, 2,141 participants).
Which 401(k) plans cover a similar participant headcount to Uhy Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rk Industries, LLC Salary Savings Plan in CO (1,343 participants, $60M 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 364272852.

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.