401(k) · DOL Form 5500 · 2023

Universal Logistics Holding, Inc. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
2,689
Participants Above avg headcount
86th
Percentile by assets National rank
$19,728
Avg per participant Low balance/head
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Official DOL plan name: Universal Logistics Holdings, Inc. 401(k) Plan · Sponsored by Universal Logistics Holding, Inc. · Michigan · Management of Enterprises

$53M in assets, 2,689 participants

Universal Logistics Holding, Inc.'s Universal Logistics Holdings, Inc. 401(k) Plan reported $53M in total assets and 2,689 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

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

Coverage in Michigan

Universal Logistics Holdings, Inc. 401(k) Plan covers 2,689 participants in Michigan, 4.2x the typical Michigan plan (state average ~638 per filing). Assets: $53M.

#780
in Management of Enterprises (1,137 peers)
+14.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Universal Logistics Holdings, Inc. 401(k) Plan's outsized position by total assets

Universal Logistics Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$53,048,813 Top 14% higher than 86% 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

Universal Logistics Holdings, Inc. 401(k) 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. Universal Logistics Holdings, Inc. 401(k) Plan lands in the large band (2,689 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Universal Logistics Holdings, Inc. 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Universal Logistics Holdings, Inc. 401(k) Plan end-of-year assets rose from $46M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Universal Logistics Holdings, Inc. 401(k) Plan reported participants rose from 2,344 in the plan year 2022 filing to 2,689 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 383640097 · Universal Logistics Holding, Inc. PY 2023 · 401(k)

Universal Logistics Holdings, Inc. 401(k) Plan · $53M · 2,689 · 86th

  • ASSETS $53M
  • ASSETS 2,689
  • ASSETS 86th
  • ASSETS 401(k)
  • ASSETS near Northern Rivers Family Services, Inc. and Member Agencies Retirement Plan
  • ASSETS ind #780

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 Michigan →

Universal Logistics Holdings, Inc. 401(k) Plan in the asset neighbourhood

Oxford Instruments 401(k) PlanOxford Instruments 401(k) Pl…$53MUniversal Logistics Holdings, Inc. 401(k) PlanUniversal Logistics Holdings…$53MNorthern Rivers Family Services, Inc. and Member Agencies Retirement PlanNorthern Rivers Family Servi…$53MHcf Management, Inc. Retirement Incentive Savings PlanHcf Management, Inc. Retirem…$53MImc Companies, LLC Retirement PlanImc Companies, LLC Retiremen…$53M
End-of-year total assets ($M) among Universal Logistics Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$53M
Net Income$7M
Employer EIN383640097
Plan Effective Date2004-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Universal Logistics Holding, Inc.)

Sponsor-wide plan assets over time

All Universal Logistics Holding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$58M 25.07201027695541% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $46.2M $57.8M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 2,344 $46M
2023 1 2,689 $53M
2024 1 2,957 $58M

Nearby 401(k) Plans in Michigan

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

Universal Logistics Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Universal Logistics Holdings, Inc. 401(k) Plan, Total assets ($B): 0.053048813 · Participants: 2689Universal Logistics Holdings, Inc. 401(k) 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
Universal Logistics Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Universal Logistics Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Universal Logistics Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Northern Rivers Family Services, Inc. and Member Agencies Retirement Plan in NY ($53M); by covered participants it is Lehigh Valley Health Network, Inc. 401(k) Savings Plan in PA (2,689 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,689 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 Universal Logistics Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Universal Logistics Holdings, Inc. 401(k) Plan grew at a solid clip - up 14.9% during 2023, from $46M to $53M. Reported net income was $7M.
How have Universal Logistics Holding, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Universal Logistics Holding, Inc.'s sponsor-wide assets grew 25.1%, from $46M to $58M.
Where does Universal Logistics Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Universal Logistics Holdings, Inc. 401(k) Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Universal Logistics Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northern Rivers Family Services, Inc. and Member Agencies Retirement Plan in NY ($53M, 1,158 participants).
Which 401(k) plans cover a similar participant headcount to Universal Logistics Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lehigh Valley Health Network, Inc. 401(k) Savings Plan in PA (2,689 participants, $185M 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 383640097.

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.