401(k) · DOL Form 5500 · 2023
Universal Rehab & Fitness Inst 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 585
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $12,144
- Avg per participant Low balance/head
Official DOL plan name: Universal Institute 401(k) Plan · Sponsored by Universal Rehab & Fitness Inst · New Jersey · Healthcare & Social Assistance
$7M in assets, 585 participants
Universal Rehab & Fitness Inst's Universal Institute 401(k) Plan reported $7M in total assets and 585 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #10,019 in Healthcare & Social Assistance (17,684 peers)
Universal Rehab & Fitness Inst multi-year trail
Universal Rehab & Fitness Inst's plans moved +52.8% in assets from 2022 to 2024; this filing shows Universal Institute 401(k) Plan at $7M / 585 participants.
- #10,019
- in Healthcare & Social Assistance (17,684 peers)
- +25.5%
- assets growth YoY
Universal Institute 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Universal Institute 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,104,425 Top 49% higher than 51% 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
Universal Institute 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. Universal Institute 401(k) Plan sits mid-pack in the medium band (585 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Universal Institute 401(k) Plan reported net income rose from $77K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Universal Institute 401(k) Plan reported participants rose from 451 in the plan year 2022 filing to 585 in the plan year 2023 filing.
- Universal Institute 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 223026173 · Universal Rehab & Fitness Inst PY 2023 · 401(k)
Universal Institute 401(k) Plan · $7M · 585 · 51st
- PART $7M
- PART 585
- PART 51st
- PART 401(k)
- PART near Brehm Communications, Inc. 401(k) Plan
- PART ind #10019
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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →
Universal Institute 401(k) Plan in the asset neighbourhood
Universal Rehab & Fitness Inst multi-year asset trail
Sponsor-wide plan assets over time
All Universal Rehab & Fitness Inst plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 52.79679435560095% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 451 | $6M |
| 2023 | 1 | 585 | $7M |
| 2024 | 1 | 659 | $9M |
Universal Rehab & Fitness Inst filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 223026173 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Universal Institute 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Brehm Communications, Inc. 401(k) Plan in CA ($7M); by covered participants it is Sunnyside 401(k) and Retirement Plan in VA (585 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Brehm Communications, Inc. 401(k) Plan (CA) $7M · 7
- Bestow 401(k) Plan (TX) $7M · 225
- Embark Veterinary Retirement Plan (MA) $7M · 191
- Postlethwaite & Netterville, Apac 401(k) Plan (LA) $7M · 534
Similar participant headcount
Nearest other-state filings by covered participants (585 participants); asset peers above are excluded.
- Sunnyside 401(k) and Retirement Plan (VA) 585 · 0 off
- Strattec Security Corporation Employee Savings and Investment Plan (WI) 585 · 0 off
- Its Inc 401(k) Retirement Plan & Trust (IA) 585 · 0 off
- Shop Rite, Inc. Profit Sharing 401(k) Plan (LA) 585 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.