401(k) · DOL Form 5500 · 2023

Umg Recordings, Inc. 401(k) Plan

Data updated 2026-08-25

$1.3B
Total assets Very large vs avg
3,539
Participants Above avg headcount
99th
Percentile by assets National rank
$354,673
Avg per participant High balance/head
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Official DOL plan name: Universal Music Group 401(k) Plan · Sponsored by Umg Recordings, Inc. · California · Information & Media

$1.3B in assets, 3,539 participants

Umg Recordings, Inc.'s Universal Music Group 401(k) Plan reported $1.3B in total assets and 3,539 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #2,754 in Information & Media (2,818 peers)

Coverage in California

Universal Music Group 401(k) Plan covers 3,539 participants in California, 5.6x the typical California plan (state average ~630 per filing). Assets: $1.3B.

#2,754
in Information & Media (2,818 peers)
+20.6%
assets growth YoY
13×
vs typical plan assets (national mean)

Universal Music Group 401(k) Plan's outsized position by total assets

Universal Music Group 401(k) Plan vs every filed plan by assets

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

$1,255,189,085 Top 1% higher than 99% 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

Universal Music Group 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. Universal Music Group 401(k) Plan lands in the large band (3,539 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Universal Music Group 401(k) Plan reported net income rose from -$189M in the plan year 2022 filing to $214M in the plan year 2023 filing.
  • Universal Music Group 401(k) Plan end-of-year assets rose from $1.0B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
  • Universal Music Group 401(k) Plan reported participants rose from 3,338 in the plan year 2022 filing to 3,539 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 132613071 · Umg Recordings, Inc. PY 2023 · 401(k)

Universal Music Group 401(k) Plan · $1.3B · 3,539 · 99th

  • BOOK $1.3B
  • VS-ST 3,539
  • BOY 99th
  • SCH 401(k)
  • EBSA near Savs Pl for Emps of Amer Wtr Wks Co Inc & Its Desig Subs
  • PART ind #2754

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 Information & Media retirement plans → · Plans in California →

Universal Music Group 401(k) Plan in the asset neighbourhood

Universal Music Group 401(k) PlanUniversal Music Group 401(k)…$1.3BBwxt Thrift Plan$1.3BThe Odp Corporation Retirement Savings PlanThe Odp Corporation Retireme…$1.3BThe Milliken Retirement Plan$1.3BSavs Pl for Emps of Amer Wtr Wks Co Inc & Its Desig SubsSavs Pl for Emps of Amer Wtr…$1.3B
End-of-year total assets ($B) among Universal Music Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$1.0B
Net Assets (End of Year)$1.3B
Net Income$214M
Employer EIN132613071
Plan Effective Date1985-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Umg Recordings, Inc.)

Sponsor-wide plan assets over time

All Umg Recordings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 34.4219794056508% vs 2022
2024 filing year
$1B$1.2B$1.4B$1.6B 202220232024 $1.04B $1.4B ▲ +34.6%
Year Plans Participants Total Assets
2022 1 3,338 $1.0B
2023 1 3,539 $1.3B
2024 1 3,602 $1.4B

Nearby 401(k) Plans in California

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

Universal Music Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Universal Music Group 401(k) Plan, Total assets ($B): 1.255189085 · Participants: 3539Universal Music Group 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
Universal Music Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Universal Music Group 401(k) Plan side-by-side with 3 peers →

Universal Music Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Savs Pl for Emps of Amer Wtr Wks Co Inc & Its Desig Subs in NJ ($1.3B); by covered participants it is F5, Inc. 401(k) Profit Sharing Plan and Trust in WA (3,539 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.3B here).

Similar participant headcount

Nearest other-state filings by covered participants (3,539 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 Universal Music Group 401(k) Plan assets move in 2023? ▼
Universal Music Group 401(k) Plan grew sharply - up 20.6% during 2023, from $1.0B to $1.3B. Reported net income was $214M.
How have Umg Recordings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umg Recordings, Inc.'s sponsor-wide assets grew 34.4%, from $1.0B to $1.4B.
Where does Universal Music Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Universal Music Group 401(k) Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Universal Music Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Savs Pl for Emps of Amer Wtr Wks Co Inc & Its Desig Subs in NJ ($1.3B, 6,474 participants).
Which 401(k) plans cover a similar participant headcount to Universal Music Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is F5, Inc. 401(k) Profit Sharing Plan and Trust in WA (3,539 participants, $907M 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 132613071.

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.