401(k) · DOL Form 5500 · 2023
Universal Services of America, LP 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 4,158
- Participants Above avg headcount
- 69th
- Percentile by assets National rank
- $4,034
- Avg per participant Low balance/head
Official DOL plan name: Allied Universal Cbu 401(k) Plan · Sponsored by Universal Services of America, LP · California · Administrative & Support Services
$17M in assets, 4,158 participants
Universal Services of America, LP's Allied Universal Cbu 401(k) Plan reported $17M in total assets and 4,158 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #3,671 in Administrative & Support Services (4,372 peers)
Coverage in California
Allied Universal Cbu 401(k) Plan covers 4,158 participants in California, 6.6x the typical California plan (state average ~630 per filing). Assets: $17M.
- #3,671
- in Administrative & Support Services (4,372 peers)
- +14.4%
- assets growth YoY
Allied Universal Cbu 401(k) Plan's outsized position by total assets
Allied Universal Cbu 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,773,923 Top 31% higher than 69% 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
Allied Universal Cbu 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. Allied Universal Cbu 401(k) Plan lands in the large band (4,158 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Allied Universal Cbu 401(k) Plan reported net income rose from -$162K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Allied Universal Cbu 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Allied Universal Cbu 401(k) Plan reported participants fell from 4,231 in the plan year 2022 filing to 4,158 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 271562945 · Universal Services of America, LP PY 2023 · 401(k)
Allied Universal Cbu 401(k) Plan · $17M · 4,158 · 69th
- EIN $17M
- RANK 4,158
- PHOTO 69th
- IND 401(k)
- EOY near Andgar Retirement Fund
- 5500 ind #3671
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 Administrative & Support Services retirement plans → · Plans in California →
Allied Universal Cbu 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 271562945 |
| Plan Effective Date | 2012-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Universal Services of America, LP)
Sponsor-wide plan assets over time
All Universal Services of America, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 96.31324677971767% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 289,207 | $513M |
| 2023 | 1 | 4,158 | $17M |
| 2024 | 1 | 3,255 | $19M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Allied Universal Cbu 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Andgar Retirement Fund in WA ($17M); by covered participants it is Fti Consulting, Inc. 401(k) Plan in MD (4,159 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Andgar Retirement Fund (WA) $17M · 169
- Rising Phoenix Holdings Corporation 401(k) Retirement Savings Plan (NY) $17M · 743
- Drax Biomass Inc. 401(k) Plan (LA) $17M · 283
- Corium Innovations, Inc. 401(k) Plan (MI) $17M · 191
Similar participant headcount
Nearest other-state filings by covered participants (4,158 participants); asset peers above are excluded.
- Fti Consulting, Inc. 401(k) Plan (MD) 4,159 · 1 off
- Inteplast Group Corporation Employees Savings Plan (NJ) 4,156 · 2 off
- Tarian 401(k) Plan (CO) 4,161 · 3 off
- Plumbers and Steamfitters Local 486 Severance and Annuity/401(k) Plan (MD) 4,161 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.