401(k) · DOL Form 5500 · 2023

Ust Global Inc 401(k) Plan

Data updated 2026-08-25

$131M
Total assets Near avg plan size
2,852
Participants Above avg headcount
93rd
Percentile by assets National rank
$45,798
Avg per participant Low balance/head
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Official DOL plan name: Ust Global Inc 401(k) Plan · Sponsored by Ust Global Inc · California · Professional & Technical Services

$131M in assets, 2,852 participants

Ust Global Inc's Ust Global Inc 401(k) Plan reported $131M in total assets and 2,852 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,123 in Professional & Technical Services (20,321 peers)

Coverage in California

Ust Global Inc 401(k) Plan covers 2,852 participants in California, 4.5x the typical California plan (state average ~630 per filing). Assets: $131M.

#19,123
in Professional & Technical Services (20,321 peers)
+57.6%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Ust Global Inc 401(k) Plan's outsized position by total assets

Ust Global Inc 401(k) Plan vs every filed plan by assets

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

$130,615,106 Top 7% higher than 93% 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

Ust Global 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. Ust Global Inc 401(k) Plan lands in the large band (2,852 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ust Global Inc 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Ust Global Inc 401(k) Plan end-of-year assets rose from $83M in the plan year 2022 filing to $131M in the plan year 2023 filing.
  • Ust Global Inc 401(k) Plan reported participants fell from 3,273 in the plan year 2022 filing to 2,852 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 261539797 · Ust Global Inc PY 2023 · 401(k)

Ust Global Inc 401(k) Plan · $131M · 2,852 · 93rd

  • VS-ST $131M
  • VS-ST 2,852
  • VS-ST 93rd
  • VS-ST 401(k)
  • VS-ST near Bolton & Menk, Inc. 401(k) Plan
  • VS-ST ind #19123

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 California →

Ust Global Inc 401(k) Plan in the asset neighbourhood

Global 401(k) Retirement Plan$131MDrivetime 401(k) Plan$131MUst Global Inc 401(k) Plan$131MBolton & Menk, Inc. 401(k) PlanBolton & Menk, Inc. 401(k) P…$131MSmx 401(k) Plan$131M
End-of-year total assets ($M) among Ust Global Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$131M
Net Income$48M
Employer EIN261539797
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ust Global Inc)

Sponsor-wide plan assets over time

All Ust Global Inc plans reported in each filing year

Latest sponsor-wide plan assets
$170M 104.68829361633777% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $82.9M $170M ▲ +104.7%
Year Plans Participants Total Assets
2022 1 3,273 $83M
2023 1 2,852 $131M
2024 1 3,794 $170M

Nearby 401(k) Plans in California

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

Ust Global Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ust Global Inc 401(k) Plan, Total assets ($B): 0.130615106 · Participants: 2852Ust Global Inc 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Ust Global Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ust Global Inc 401(k) Plan side-by-side with 3 peers →

Ust Global Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bolton & Menk, Inc. 401(k) Plan in MN ($131M); by covered participants it is Lear Corporation Salaried Retirement Program in MI (2,852 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($131M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,852 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 Ust Global Inc 401(k) Plan assets move in 2023? ▼
Ust Global Inc 401(k) Plan surged - up 57.6% during 2023, from $83M to $131M. Reported net income was $48M.
How have Ust Global Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ust Global Inc's sponsor-wide assets grew 104.7%, from $83M to $170M.
Where does Ust Global Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Ust Global Inc 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ust Global Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bolton & Menk, Inc. 401(k) Plan in MN ($131M, 831 participants).
Which 401(k) plans cover a similar participant headcount to Ust Global Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lear Corporation Salaried Retirement Program in MI (2,852 participants, $1.1B 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 261539797.

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.