401(k) · DOL Form 5500 · 2023
Ukg Inc. 401(k) Plan
Data updated 2026-08-11
- $1.9B
- Total assets
- 11,173
- Participants
- 99th
- Percentile by assets
- $166,111
- Avg per participant
Official DOL plan name: Ukg Retirement Savings Plan · Sponsored by Ukg Inc. · Florida · Professional & Technical Services
$1.9B in assets, 11,173 participants
Ukg Inc.'s Ukg Retirement Savings Plan reported $1.9B in total assets and 11,173 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #20,225 in Professional & Technical Services (20,321 peers)
Coverage in Florida
Ukg Retirement Savings Plan covers 11,173 participants in Florida, 18x the typical Florida plan (state average ~628 per filing). Assets: $1.9B.
- $1.9B
- total plan assets (2023 EOY)
- 11,173
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $166,111
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ukg Retirement Savings Plan reported net income rose from -$220M in the plan year 2022 filing to $311M in the plan year 2023 filing.
- Ukg Retirement Savings Plan end-of-year assets rose from $1.5B in the plan year 2022 filing to $1.9B in the plan year 2023 filing.
- Ukg Retirement Savings Plan reported participants rose from 10,754 in the plan year 2022 filing to 11,173 in the plan year 2023 filing.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Ukg Retirement Savings Plan reports 11,173 participants - 18x that state average ($1.9B EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $1.5B |
|---|---|
| Net Assets (End of Year) | $1.9B |
| Net Income | $311M |
| Employer EIN | 650694077 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ukg Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10,754 | $1.5B |
| 2023 | 1 | 11,173 | $1.9B |
| 2024 | 1 | 10,871 | $2.0B |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Ukg Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Scale composition for Ukg Retirement Savings Plan
Ukg Retirement Savings Plan reports $1.9B in end-of-year assets across 11,173 participants (0.015% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $166,111 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2023 was $311M.
This plan identity (EIN 650694077, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.5B to $2.0B (+28.0%) while covered participants moved from 10,754 to 10,871 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,754 | $1.5B | Open filing |
| 2023 | 11,173 | $1.9B | This page |
| 2024 · index core | 10,871 | $2.0B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Ukg Retirement Savings Plan (401(k), $2.0B, 10,871 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ukg Retirement Savings Plan by total assets, not by location.
- Amerisourcebergen Employee Investment Plan (PA) $1.9B · 17,562
- Endeavor Health 401(k) Plan (IL) $1.9B · 9,302
- Empower Retirement, LLC 401(k) Savings Plan (CO) $1.9B · 10,036
- Environmental Systems Research Institute, Inc. 401(k) Investment and Profit Sharing Plan (CA) $1.9B · 4,822
Frequently Asked Questions
How did Ukg Retirement Savings Plan assets move in 2023? ▼
How have Ukg Inc. plan assets changed over time? ▼
Where does Ukg Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Ukg Retirement Savings Plan? ▼
Next read for Ukg Retirement Savings Plan
Filing takeaways
Ways to act on Ukg Retirement Savings Plan's numbers.
- By total assets, Ukg Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Ukg Inc.'s sponsor-wide assets have grown 28.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans