401(k) · DOL Form 5500 · 2023

Uvp Management, LLC 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
1,035
Participants Near avg headcount
89th
Percentile by assets National rank
$73,744
Avg per participant Below avg balance/head
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Official DOL plan name: Uvp Management, LLC 401(k) Profit Sharing Plan · Sponsored by Uvp Management, LLC · Texas · Healthcare & Social Assistance

$76M in assets, 1,035 participants

Uvp Management, LLC's Uvp Management, LLC 401(k) Profit Sharing Plan reported $76M in total assets and 1,035 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #16,055 in Healthcare & Social Assistance (17,684 peers)

Where Uvp Management, LLC 401(k) Profit Sharing Plan sits by assets

Uvp Management, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $76M for 1,035 participants (~$73,744/participant), up 46.3% in 2023.

#16,055
in Healthcare & Social Assistance (17,684 peers)
+46.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Uvp Management, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Uvp Management, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$76,324,760 Top 11% higher than 89% 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

Uvp Management, LLC 401(k) Profit Sharing 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. Uvp Management, LLC 401(k) Profit Sharing Plan lands in the large band (1,035 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Uvp Management, LLC 401(k) Profit Sharing Plan reported net income rose from -$11M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Uvp Management, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $52M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • Uvp Management, LLC 401(k) Profit Sharing Plan reported participants rose from 766 in the plan year 2022 filing to 1,035 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 814935409 · Uvp Management, LLC PY 2023 · 401(k)

Uvp Management, LLC 401(k) Profit Sharing Plan · $76M · 1,035 · 89th

  • PCT $76M
  • PCT 1,035
  • PCT 89th
  • PCT 401(k)
  • PCT near Cobb Emc 401(k) Plan
  • PCT ind #16055

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Uvp Management, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Joe Gibbs Racing 401(k) Savings PlanJoe Gibbs Racing 401(k) Savi…$76MFabsouth, LLC 401(k) Plan$76MUvp Management, LLC 401(k) Profit Sharing PlanUvp Management, LLC 401(k) P…$76MCobb Emc 401(k) Plan$76MObermayer Rebmann Maxwell & Hippel LLP Retirement PlanObermayer Rebmann Maxwell & …$76M
End-of-year total assets ($M) among Uvp Management, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$76M
Net Income$24M
Employer EIN814935409
Plan Effective Date2000-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uvp Management, LLC)

Sponsor-wide plan assets over time

All Uvp Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$93M 77.30043158225018% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $52.2M $92.5M ▲ +77.3%
Year Plans Participants Total Assets
2022 1 766 $52M
2023 1 1,035 $76M
2024 1 1,438 $93M

Nearby 401(k) Plans in Texas

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

Uvp Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Uvp Management, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.07632476 · Participants: 1035Uvp Management, LLC 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Uvp Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Uvp Management, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Uvp Management, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cobb Emc 401(k) Plan in GA ($76M); by covered participants it is Miccosukee Tribe of Indians of Florida 401(k) Plan in FL (1,035 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($76M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,035 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 Uvp Management, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Uvp Management, LLC 401(k) Profit Sharing Plan surged - up 46.3% during 2023, from $52M to $76M. Reported net income was $24M.
How have Uvp Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uvp Management, LLC's sponsor-wide assets grew 77.3%, from $52M to $93M.
Where does Uvp Management, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Uvp Management, LLC 401(k) Profit Sharing Plan ranks in the 89th 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 Uvp Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cobb Emc 401(k) Plan in GA ($76M, 374 participants).
Which 401(k) plans cover a similar participant headcount to Uvp Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Miccosukee Tribe of Indians of Florida 401(k) Plan in FL (1,035 participants, $40M 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 814935409.

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.