401(k) · DOL Form 5500 · 2023

Uncle G's Management Corp 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1,485
Participants Near avg headcount
36th
Percentile by assets National rank
$2,100
Avg per participant Low balance/head
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Official DOL plan name: Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust · Sponsored by Uncle G's Management Corp · New York · Retail Trade

$3M in assets, 1,485 participants

Uncle G's Management Corp's Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 1,485 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #4,018 in Retail Trade (8,414 peers)

Uncle G's Management Corp multi-year trail

Uncle G's Management Corp's plans moved +74.7% in assets from 2022 to 2024; this filing shows Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust at $3M / 1,485 participants.

#4,018
in Retail Trade (8,414 peers)
+44.8%
assets growth YoY

Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Retail Trade and all filers

Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,118,872 36th percentile higher than 36% 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

Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust'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. Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust lands in the large band (1,485 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust reported net income rose from -$122K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust reported participants fell from 1,532 in the plan year 2022 filing to 1,485 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 331139669 · Uncle G's Management Corp PY 2023 · 401(k)

Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust · $3M · 1,485 · 36th

  • BOY $3M
  • SCH 1,485
  • EBSA 36th
  • PART 401(k)
  • TYPE near Maomsk, Inc. Retirement Plan
  • NET ind #4018

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 Retail Trade retirement plans → · Plans in New York →

Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Uncle G's Management Corp 401(k) Profit Sharing Plan & TrustUncle G's Management Corp 40…$3MMaomsk, Inc. Retirement Plan$3MGamechange Solar Corp. 401(k) PlanGamechange Solar Corp. 401(k…$3MClk Hr Acquisition, LLC 401(k) Profit Sharing PlanClk Hr Acquisition, LLC 401(…$3MKherkher Garcia, LLP Profit Sharing PlanKherkher Garcia, LLP Profit …$3M
End-of-year total assets ($M) among Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Uncle G's Management Corp multi-year asset trail

Sponsor-wide plan assets over time

All Uncle G's Management Corp plans reported in each filing year

Latest sponsor-wide plan assets
$4M 74.68392059230634% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $2.15M $3.76M ▲ +74.9%
Year Plans Participants Total Assets
2022 1 1,532 $2M
2023 1 1,485 $3M
2024 1 1,914 $4M

Uncle G's Management Corp filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN331139669
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003118872 · Participants: 1485Uncle G's Management Corp 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Maomsk, Inc. Retirement Plan in NC ($3M); by covered participants it is Entrata 401(k) Plan in UT (1,485 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,485 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 Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust surged - up 44.8% during 2023, from $2M to $3M. Reported net income was $1M.
How have Uncle G's Management Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uncle G's Management Corp's sponsor-wide assets grew 74.7%, from $2M to $4M.
Which 401(k) plans are similar in size to Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Maomsk, Inc. Retirement Plan in NC ($3M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Entrata 401(k) Plan in UT (1,485 participants, $47M 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 331139669.

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.