401(k) · DOL Form 5500 · 2023

Ue Management LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
108
Participants Small participant base
79th
Percentile by assets National rank
$276,241
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ue Management 401(k) Plan · Sponsored by Ue Management LLC · New Jersey · Real Estate

$30M in assets, 108 participants

Ue Management LLC's Ue Management 401(k) Plan reported $30M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,295 in Real Estate (4,727 peers)

Coverage in New Jersey

Ue Management 401(k) Plan covers 108 participants in New Jersey, about 13% of the average New Jersey filer (state average ~844 per filing). Assets: $30M.

#4,295
in Real Estate (4,727 peers)
+15.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ue Management 401(k) Plan's outsized position by total assets

Ue Management 401(k) Plan vs every filed plan by assets

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

$29,834,047 Top 21% higher than 79% 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

Ue Management 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. Ue Management 401(k) Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ue Management 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ue Management 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Ue Management 401(k) Plan reported participants fell from 110 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 364795237 · Ue Management LLC PY 2023 · 401(k)

Ue Management 401(k) Plan · $30M · 108 · 79th

  • EOY $30M
  • EOY 108
  • EOY 79th
  • EOY 401(k)
  • EOY near Onc 401(k) Plan
  • EOY ind #4295

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 Real Estate retirement plans → · Plans in New Jersey →

Ue Management 401(k) Plan in the asset neighbourhood

General Grind and Machine, Inc. Profit Sharing Plan and TrustGeneral Grind and Machine, I…$30MUe Management 401(k) Plan$30MOnc 401(k) Plan$30MAmerican Agricultural Insurance Company Employees Savings TrustAmerican Agricultural Insura…$30MEd Martin Auto Group 401(k) Profit Sharing PlanEd Martin Auto Group 401(k) …$30M
End-of-year total assets ($M) among Ue Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN364795237
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ue Management LLC)

Sponsor-wide plan assets over time

All Ue Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 24.285585681686666% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.8M $32.1M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 110 $26M
2023 1 108 $30M
2024 1 103 $32M

Nearby 401(k) Plans in New Jersey

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

Ue Management 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Ue Management 401(k) Plan, Total assets ($B): 0.029834047 · Participants: 108Ue Management 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Ue Management 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Ue Management 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Onc 401(k) Plan in AK ($30M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Ue Management 401(k) Plan assets move in 2023? ▼
Ue Management 401(k) Plan grew sharply - up 15.5% during 2023, from $26M to $30M. Reported net income was $4M.
How have Ue Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ue Management LLC's sponsor-wide assets grew 24.3%, from $26M to $32M.
Where does Ue Management 401(k) Plan rank by assets among Form 5500 filers? ▼
Ue Management 401(k) Plan ranks in the 79th 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 Ue Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Onc 401(k) Plan in AK ($30M, 2,184 participants).
Which 401(k) plans cover a similar participant headcount to Ue Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 364795237.

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.