401(k) · DOL Form 5500 · 2023

The United Distribution Group 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
549
Participants Below avg headcount
87th
Percentile by assets National rank
$105,945
Avg per participant Below avg balance/head
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Official DOL plan name: The United Distribution Group 401(k) Plan · Sponsored by The United Distribution Group · Virginia · Wholesale Trade

$58M in assets, 549 participants

The United Distribution Group's The United Distribution Group 401(k) Plan reported $58M in total assets and 549 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #5,584 in Wholesale Trade (6,309 peers)

Where The United Distribution Group 401(k) Plan sits by assets

The United Distribution Group 401(k) Plan sits in the top quartile of all filed plans by assets, $58M for 549 participants (~$105,945/participant), up 6.4% in 2023.

#5,584
in Wholesale Trade (6,309 peers)
+6.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The United Distribution Group 401(k) Plan's outsized position by total assets

The United Distribution Group 401(k) Plan vs every filed plan by assets

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

$58,163,947 Top 13% higher than 87% 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

The United Distribution Group 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. The United Distribution Group 401(k) Plan sits mid-pack in the medium band (549 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The United Distribution Group 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The United Distribution Group 401(k) Plan reported participants rose from 477 in the plan year 2022 filing to 549 in the plan year 2023 filing.
  • The United Distribution Group 401(k) Plan end-of-year assets rose from $55M in the plan year 2022 filing to $58M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 204686712 · The United Distribution Group PY 2023 · 401(k)

The United Distribution Group 401(k) Plan · $58M · 549 · 87th

  • PART $58M
  • PART 549
  • PART 87th
  • PART 401(k)
  • PART near The Schroer Group Employees 401(k) Profit Sharing Plan & Trust
  • PART ind #5584

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 Wholesale Trade retirement plans → · Plans in Virginia →

The United Distribution Group 401(k) Plan in the asset neighbourhood

Afni, Inc. 401(k) Plan$58MZ.I.P.$58MCelerion, Inc 401(k) Plan$58MThe Schroer Group Employees 401(k) Profit Sharing Plan & TrustThe Schroer Group Employees …$58MThe United Distribution Group 401(k) PlanThe United Distribution Grou…$58M
End-of-year total assets ($M) among The United Distribution Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$58M
Net Income$4M
Employer EIN204686712
Plan Effective Date1999-09-22
Filing StatusFILING RECEIVED

Sponsor Plan History (The United Distribution Group)

Sponsor-wide plan assets over time

All The United Distribution Group plans reported in each filing year

Latest sponsor-wide plan assets
$63M 15.31255009930185% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $54.6M $63M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 477 $55M
2023 1 549 $58M
2024 1 549 $63M

Nearby 401(k) Plans in Virginia

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

The United Distribution Group 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants The United Distribution Group 401(k) Plan, Total assets ($B): 0.058163947 · Participants: 549The United Distribution Group 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
The United Distribution Group 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare The United Distribution Group 401(k) Plan side-by-side with 3 peers →

The United Distribution Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is The Schroer Group Employees 401(k) Profit Sharing Plan & Trust in OH ($58M); by covered participants it is Brownstein Hyatt Farber Schreck Retirement Plan in CO (549 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($58M here).

Similar participant headcount

Nearest other-state filings by covered participants (549 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 The United Distribution Group 401(k) Plan assets move in 2023? ▼
The United Distribution Group 401(k) Plan grew at a solid clip - up 6.4% during 2023, from $55M to $58M. Reported net income was $4M.
How have The United Distribution Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The United Distribution Group's sponsor-wide assets grew 15.3%, from $55M to $63M.
Where does The United Distribution Group 401(k) Plan rank by assets among Form 5500 filers? ▼
The United Distribution Group 401(k) Plan ranks in the 87th 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 The United Distribution Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Schroer Group Employees 401(k) Profit Sharing Plan & Trust in OH ($58M, 3,825 participants).
Which 401(k) plans cover a similar participant headcount to The United Distribution Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brownstein Hyatt Farber Schreck Retirement Plan in CO (549 participants, $230M 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 204686712.

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.