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
PlainRetire home → About this data RSS: change history

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

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

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.

See the national 2022→2023 release diff →

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

Drax Biomass Inc. 401(k) Plan$17MAllied Universal Cbu 401(k) PlanAllied Universal Cbu 401(k) …$17MAndgar Retirement Fund$17MRising Phoenix Holdings Corporation 401(k) Retirement Savings PlanRising Phoenix Holdings Corp…$17MCorium Innovations, Inc. 401(k) PlanCorium Innovations, Inc. 401…$17M
End-of-year total assets ($M) among Allied Universal Cbu 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN271562945
Plan Effective Date2012-09-01
Filing StatusFILING 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
$0M$200M$400M$600M 202220232024 $513M $18.9M ▼ -96.3%
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.

Allied Universal Cbu 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Allied Universal Cbu 401(k) Plan, Total assets ($B): 0.016773923 · Participants: 4158Allied Universal Cbu 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
Allied Universal Cbu 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (4,158 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 Allied Universal Cbu 401(k) Plan assets move in 2023?
Allied Universal Cbu 401(k) Plan grew at a solid clip - up 14.4% during 2023, from $15M to $17M. Reported net income was $2M.
How have Universal Services of America, LP plan assets changed over time?
Across 3 plan years on file (2022-2024), Universal Services of America, LP's sponsor-wide assets declined 96.3%, from $513M to $19M.
Which 401(k) plans are similar in size to Allied Universal Cbu 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Andgar Retirement Fund in WA ($17M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Allied Universal Cbu 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Fti Consulting, Inc. 401(k) Plan in MD (4,159 participants, $1.0B in assets).