401(k) · DOL Form 5500 · 2023
Ukg Inc. 401(k) Plan
Data updated 2026-08-25
- $1.9B
- Total assets Very large vs avg
- 11,173
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $166,111
- Avg per participant Above avg balance/head
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.
- #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.
- #20,225
- in Professional & Technical Services (20,321 peers)
- +20.1%
- assets growth YoY
- 19×
- vs typical plan assets (national mean)
Ukg Retirement Savings Plan's outsized position by total assets
Ukg Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,855,963,007 Top 1% higher than 99% 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
Ukg Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ukg Retirement Savings Plan is a mega filing (11,173 participants), the rightmost band on the breakdown.
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.
EBSA filing schedule strip
Filing strip 650694077 · Ukg Inc. PY 2023 · 401(k)
Ukg Retirement Savings Plan · $1.9B · 11,173 · 99th
- PART $1.9B
- PART 11,173
- PART 99th
- PART 401(k)
- PART near Amerisourcebergen Employee Investment Plan
- PART ind #20225
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 Florida →
Ukg Retirement Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Ukg Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.0B 27.977908234448968% vs 2022
- 2024 filing year
| 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.
- 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)
Ukg Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Amerisourcebergen Employee Investment Plan in PA ($1.9B); by covered participants it is Life Care Companies LLC Retirement and 401(k) Savings Plan in IA (11,179 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.9B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (11,173 participants); asset peers above are excluded.
- Life Care Companies LLC Retirement and 401(k) Savings Plan (IA) 11,179 · 6 off
- The University of Vermont Medical Center 403(b) Plan (VT) 11,162 · 11 off
- Wabtec Savings Plan (PA) 11,141 · 32 off
- Ss&c Technologies, Inc. 401(k) Retirement Savings Plan (CT) 11,132 · 41 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.