401(k) · DOL Form 5500 · 2023

United Fp Management, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
864
Participants Near avg headcount
47th
Percentile by assets National rank
$6,514
Avg per participant Low balance/head
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Official DOL plan name: United Pf 401(k) Plan · Sponsored by United Fp Management, LLC · Texas · Other Services

$6M in assets, 864 participants

United Fp Management, LLC's United Pf 401(k) Plan reported $6M in total assets and 864 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,296 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, United Pf 401(k) Plan ranks #5,296 of 7,857 2023 filers by assets (357% of the sector average)-$6M for 864 participants.

#5,296
in Other Services (7,857 peers)
+24.6%
assets growth YoY

United Pf 401(k) Plan's mid-pack asset rank among Other Services and all filers

United Pf 401(k) Plan vs every filed plan by assets

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

$5,627,800 47th percentile higher than 47% 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

United Pf 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Pf 401(k) Plan sits mid-pack in the medium band (864 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Pf 401(k) Plan reported net income rose from $274K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • United Pf 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • United Pf 401(k) Plan reported participants rose from 787 in the plan year 2022 filing to 864 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 813686064 · United Fp Management, LLC PY 2023 · 401(k)

United Pf 401(k) Plan · $6M · 864 · 47th

  • PHOTO $6M
  • IND 864
  • EOY 47th
  • 5500 401(k)
  • ASSETS near The Gatesworth Employee Savings & Retirement Plan
  • PCT ind #5296

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 Other Services retirement plans → · Plans in Texas →

United Pf 401(k) Plan in the asset neighbourhood

United Pf 401(k) Plan$6MThe Gatesworth Employee Savings & Retirement PlanThe Gatesworth Employee Savi…$6MBeales LLC 401(k) Profit Sharing Plan & TrustBeales LLC 401(k) Profit Sha…$6MLomont Molding, LLC 401(k) Savings PlanLomont Molding, LLC 401(k) S…$6MRed Shield Insurance Company 401(k) PlanRed Shield Insurance Company…$6M
End-of-year total assets ($M) among United Pf 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN813686064
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Fp Management, LLC)

Sponsor-wide plan assets over time

All United Fp Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 49.96562278776273% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.52M $6.77M ▲ +49.8%
Year Plans Participants Total Assets
2022 1 787 $5M
2023 1 864 $6M
2024 1 945 $7M

Nearby 401(k) Plans in Texas

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

United Pf 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants United Pf 401(k) Plan, Total assets ($B): 0.0056278 · Participants: 864United Pf 401(k) 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
United Pf 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare United Pf 401(k) Plan side-by-side with 3 peers →

United Pf 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Gatesworth Employee Savings & Retirement Plan in MO ($6M); by covered participants it is Daiohs U.S.a., Inc 401(k) Savings and Profit Sharing Plan in IL (864 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (864 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 United Pf 401(k) Plan assets move in 2023? ▼
United Pf 401(k) Plan grew sharply - up 24.6% during 2023, from $5M to $6M. Reported net income was $1M.
How have United Fp Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Fp Management, LLC's sponsor-wide assets grew 50.0%, from $5M to $7M.
Which 401(k) plans are similar in size to United Pf 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Gatesworth Employee Savings & Retirement Plan in MO ($6M, 613 participants).
Which 401(k) plans cover a similar participant headcount to United Pf 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daiohs U.S.a., Inc 401(k) Savings and Profit Sharing Plan in IL (864 participants, $24M 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 813686064.

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.