401(k) · DOL Form 5500 · 2023
Umg Recordings, Inc. 401(k) Plan
Data updated 2026-08-11
- $1.3B
- Total assets
- 3,539
- Participants
- 99th
- Percentile by assets
- $354,673
- Avg per participant
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.
- 99th percentile by assets (of 127,072 plans)
- #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.
- $1.3B
- total plan assets (2023 EOY)
- 3,539
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $354,673
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Universal Music Group 401(k) Plan reports 3,539 participants - 5.6x that state average ($1.3B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $214M |
| Employer EIN | 132613071 |
| Plan Effective Date | 1985-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Umg Recordings, Inc.)
| 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
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Universal Music Group 401(k) Plan by total assets, not by location.
- Savs Pl for Emps of Amer Wtr Wks Co Inc & Its Desig Subs (NJ) $1.3B · 6,474
- Bwxt Thrift Plan (VA) $1.3B · 4,894
- The Odp Corporation Retirement Savings Plan (FL) $1.3B · 19,687
- The Milliken Retirement Plan (SC) $1.3B · 6,497
Frequently Asked Questions
How did Universal Music Group 401(k) Plan assets move in 2023? ▼
How have Umg Recordings, Inc. plan assets changed over time? ▼
Where does Universal Music Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Universal Music Group 401(k) Plan? ▼
Next read for Universal Music Group 401(k) Plan
Filing takeaways
Ways to act on Universal Music Group 401(k) Plan's numbers.
- By total assets, Universal Music Group 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Umg Recordings, Inc.'s sponsor-wide assets have grown 34.4% since 2022 across 3 plan years on file. More Information & Media plans