401(k) · DOL Form 5500 · 2023

Ugsoa Board of Trustees 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
1,752
Participants Near avg headcount
78th
Percentile by assets National rank
$16,008
Avg per participant Low balance/head
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Official DOL plan name: Ugsoa Retirement Plan · Sponsored by Ugsoa Board of Trustees · Massachusetts · Finance & Insurance

$28M in assets, 1,752 participants

Ugsoa Board of Trustees's Ugsoa Retirement Plan reported $28M in total assets and 1,752 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,915 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Ugsoa Retirement Plan covers 1,752 participants in Massachusetts, 2.7x the typical Massachusetts plan (state average ~659 per filing). Assets: $28M.

#5,915
in Finance & Insurance (8,869 peers)
+15.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ugsoa Retirement Plan's outsized position by total assets

Ugsoa Retirement Plan vs every filed plan by assets

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

$28,045,958 Top 22% higher than 78% 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

Ugsoa Retirement 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. Ugsoa Retirement Plan lands in the large band (1,752 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ugsoa Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ugsoa Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 464857037 · Ugsoa Board of Trustees PY 2023 · 401(k)

Ugsoa Retirement Plan · $28M · 1,752 · 78th

  • EIN $28M
  • EIN 1,752
  • EIN 78th
  • EIN 401(k)
  • EIN near Rotating Machinery Services, Inc. 401(k) P/S Plan
  • EIN ind #5915

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Ugsoa Retirement Plan in the asset neighbourhood

Ugsoa Retirement Plan$28MPropex 401(k) Savings Plan$28MCarewise Health Holdings, Inc. 401(k) PlanCarewise Health Holdings, In…$28MRotating Machinery Services, Inc. 401(k) P/S PlanRotating Machinery Services,…$28MBridgford Foods Retirement Savings 401(k) PlanBridgford Foods Retirement S…$28M
End-of-year total assets ($M) among Ugsoa Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN464857037
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ugsoa Board of Trustees)

Sponsor-wide plan assets over time

All Ugsoa Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$29M 21.74480730153104% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $24.2M $29.5M ▲ +21.7%
Year Plans Participants Total Assets
2022 1 1,745 $24M
2023 1 1,752 $28M
2024 1 2,306 $29M

Nearby 401(k) Plans in Massachusetts

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

Ugsoa Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Ugsoa Retirement Plan, Total assets ($B): 0.028045958 · Participants: 1752Ugsoa Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Ugsoa Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ugsoa Retirement Plan side-by-side with 3 peers →

Ugsoa Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Rotating Machinery Services, Inc. 401(k) P/S Plan in PA ($28M); by covered participants it is Miller's Health Systems, Inc. Profit Sharing Plan in IN (1,752 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,752 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 Ugsoa Retirement Plan assets move in 2023? ▼
Ugsoa Retirement Plan grew sharply - up 15.8% during 2023, from $24M to $28M. Reported net income was $4M.
How have Ugsoa Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ugsoa Board of Trustees's sponsor-wide assets grew 21.7%, from $24M to $29M.
Where does Ugsoa Retirement Plan rank by assets among Form 5500 filers? ▼
Ugsoa Retirement Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ugsoa Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rotating Machinery Services, Inc. 401(k) P/S Plan in PA ($28M, 315 participants).
Which 401(k) plans cover a similar participant headcount to Ugsoa Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Miller's Health Systems, Inc. Profit Sharing Plan in IN (1,752 participants, $54M 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 464857037.

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.