401(k) · DOL Form 5500 · 2024

U & M Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
1
Participants Small participant base
60th
Percentile by assets National rank
$12.0M
Avg per participant High balance/head
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Official DOL plan name: U & M Enterprises, LLC 401(k) Profit Sharing Plan · Sponsored by U & M Enterprises, LLC · Arizona · Real Estate

$12M in assets, 1 participants

U & M Enterprises, LLC's U & M Enterprises, LLC 401(k) Profit Sharing Plan reported $12M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,530 in Real Estate (4,605 peers)

U & M Enterprises, LLC multi-year trail

U & M Enterprises, LLC's plans moved +14.4% in assets from 2023 to 2024; this filing shows U & M Enterprises, LLC 401(k) Profit Sharing Plan at $12M / 1 participant.

#3,530
in Real Estate (4,605 peers)
+14.4%
assets growth YoY

U & M Enterprises, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

U & M Enterprises, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,989,989 Top 40% higher than 60% of 123,620 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 2024

U & M Enterprises, LLC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. U & M Enterprises, LLC 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • U & M Enterprises, LLC 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • U & M Enterprises, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 842057561 · U & M Enterprises, LLC PY 2024 · 401(k)

U & M Enterprises, LLC 401(k) Profit Sharing Plan · $12M · 1 · 60th

  • BOOK $12M
  • VS-ST 1
  • BOY 60th
  • SCH 401(k)
  • EBSA near Star of Hope Retirement Plan
  • PART ind #3530

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 Real Estate retirement plans → · Plans in Arizona →

U & M Enterprises, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

U & M Enterprises, LLC 401(k) Profit Sharing PlanU & M Enterprises, LLC 401(k…$12MStar of Hope Retirement Plan$12MEye Associates of Lancaster, Ltd. Profit-Sharing PlanEye Associates of Lancaster,…$12MMorito Scovill Americas, LLC 401(k) PlanMorito Scovill Americas, LLC…$12MEagle Distributing Company 401(k) Profit Sharing PlanEagle Distributing Company 4…$12M
End-of-year total assets ($M) among U & M Enterprises, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

U & M Enterprises, LLC multi-year asset trail

Sponsor-wide plan assets over time

All U & M Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 14.365699491878168% vs 2023
2024 filing year
$10M$10.5M$11M$11.5M$12M$12.5M 20232024 $10.5M $12M ▲ +14.4%
Year Plans Participants Total Assets
2023 1 1 $10M
2024 1 1 $12M

U & M Enterprises, LLC filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN842057561
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

U & M Enterprises, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants U & M Enterprises, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.011989989 · Participants: 1U & M Enterprises, LLC 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
U & M Enterprises, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare U & M Enterprises, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

U & M Enterprises, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Star of Hope Retirement Plan in TX ($12M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did U & M Enterprises, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
U & M Enterprises, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 14.4% during 2024, from $10M to $12M. Reported net income was $2M.
How have U & M Enterprises, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), U & M Enterprises, LLC's sponsor-wide assets grew 14.4%, from $10M to $12M.
Which 401(k) plans are similar in size to U & M Enterprises, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Star of Hope Retirement Plan in TX ($12M, 215 participants).
Which 401(k) plans cover a similar participant headcount to U & M Enterprises, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 842057561.

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.