ESOP · DOL Form 5500 · 2023

Uec Holdings, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
73
Participants Small participant base
54th
Percentile by assets National rank
$108,630
Avg per participant Below avg balance/head
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Official DOL plan name: Uec Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Uec Holdings, Inc. · Kentucky · Real Estate

$8M in assets, 73 participants

Uec Holdings, Inc.'s Uec Holdings, Inc. Employee Stock Ownership Plan reported $8M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,406 in Real Estate (4,727 peers)

Uec Holdings, Inc. multi-year trail

Uec Holdings, Inc.'s plans moved +133.5% in assets from 2022 to 2024; this filing shows Uec Holdings, Inc. Employee Stock Ownership Plan at $8M / 73 participants.

#3,406
in Real Estate (4,727 peers)
+56.5%
assets growth YoY

Uec Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Real Estate and all filers

Uec Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,930,002 Top 46% higher than 54% 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

Uec Holdings, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uec Holdings, Inc. Employee Stock Ownership Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Uec Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Uec Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Uec Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 69 in the plan year 2022 filing to 73 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 832854715 · Uec Holdings, Inc. PY 2023 · ESOP

Uec Holdings, Inc. Employee Stock Ownership Plan · $8M · 73 · 54th

  • PCT $8M
  • EIN 73
  • RANK 54th
  • PHOTO ESOP
  • IND near Braden Kitchens, Inc. Employee Stock Ownership Plan
  • EOY ind #3406

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 What is an ESOP? → · Plans in Kentucky →

Uec Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Abco Automation, Inc. Employee Stock Ownership PlanAbco Automation, Inc. Employ…$8MUec Holdings, Inc. Employee Stock Ownership PlanUec Holdings, Inc. Employee …$8MBraden Kitchens, Inc. Employee Stock Ownership PlanBraden Kitchens, Inc. Employ…$8MHarber Companies, Inc. Employee Stock Ownership PlanHarber Companies, Inc. Emplo…$8MAndesa Services Inc. Employee Stock Ownership PlanAndesa Services Inc. Employe…$8M
End-of-year total assets ($M) among Uec Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Uec Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Uec Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 133.5117327198289% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $5.07M $11.8M ▲ +133.3%
Year Plans Participants Total Assets
2022 1 69 $5M
2023 1 73 $8M
2024 1 73 $12M

Uec Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income$3M
Employer EIN832854715
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

Peer ESOP plans, same state, same plan type, ranked by total assets.

Uec Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -10123 Total assets ($B) Participants Uec Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.007930002 · Participants: 73Uec Holdings, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.325722921 · Participants: 6764Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.14680249 · Participants: 1080Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.126524729 · Participants: 1362Gray, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.104682343 · Participants: 489H & R Agri-Power Employee Stock Ownership PlanKentuckiana Comfort Center, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.094072192 · Participants: 650Kentuckiana Comfort Center, Inc. Employee Stock Ownership Plan
Uec Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Uec Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Uec Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Braden Kitchens, Inc. Employee Stock Ownership Plan in FL ($8M); by covered participants it is Glass & Metals, Inc. Employee Stock Ownership and Savings Plan in VA (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Uec Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Uec Holdings, Inc. Employee Stock Ownership Plan surged - up 56.5% during 2023, from $5M to $8M. Reported net income was $3M.
How have Uec Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uec Holdings, Inc.'s sponsor-wide assets grew 133.5%, from $5M to $12M.
Which ESOP plans are similar in size to Uec Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Braden Kitchens, Inc. Employee Stock Ownership Plan in FL ($8M, 30 participants).
Which ESOP plans cover a similar participant headcount to Uec Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Glass & Metals, Inc. Employee Stock Ownership and Savings Plan in VA (73 participants, $20M 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 832854715.

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.