ESOP · DOL Form 5500 · 2022

Uec Holdings, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
69
Participants Small participant base
51st
Percentile by assets National rank
$73,439
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

$5M in assets, 69 participants

Uec Holdings, Inc.'s Uec Holdings, Inc. Employee Stock Ownership Plan reported $5M in total assets and 69 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,479 in Real Estate (5,057 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 $5M / 69 participants.

#3,479
in Real Estate (5,057 peers)
+62.1%
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 2022 · DOL Form 5500

$5,067,282 Top 49% higher than 51% of 139,123 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 2022

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

Plan-year 2022 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 (69 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 832854715 · Uec Holdings, Inc. PY 2022 · ESOP

Uec Holdings, Inc. Employee Stock Ownership Plan · $5M · 69 · 51st

  • EIN $5M
  • RANK 69
  • PHOTO 51st
  • IND ESOP
  • EOY near The Superior Group, Inc. Money Purchase Plan
  • 5500 ind #3479

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

Uec Holdings, Inc. Employee Stock Ownership PlanUec Holdings, Inc. Employee …$5MThe Superior Group, Inc. Money Purchase PlanThe Superior Group, Inc. Mon…$5MMidan Marketing Inc. Employee Stock Ownership PlanMidan Marketing Inc. Employe…$5MJ. Kokolakis Contracting, Inc. Employee Stock Ownership PlanJ. Kokolakis Contracting, In…$5MOem Connect, Ltd. Employee Stock Ownership PlanOem Connect, Ltd. Employee S…$5M
End-of-year total assets ($M) among Uec Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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 (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$1M
Net Income$2M
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 -0.500.511.522.5 Total assets ($B) Participants Uec Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005067282 · Participants: 69Uec Holdings, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.064849894 · Participants: 6338Houchens Industries, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) Employee, Total assets ($B): 0.13966969 · Participants: 682Stock Yards Bank & Trust Company 401(k) EmployeeGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113190046 · Participants: 1269Gray, Inc. Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.108901392 · Participants: 831Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.082494483 · Participants: 444H & R Agri-Power Employee Stock Ownership Plan
Uec Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants

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 The Superior Group, Inc. Money Purchase Plan in AK ($5M); by covered participants it is The Chase Construction Group Employee Stock Ownership Plan in TN (69 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. 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 2022?
Uec Holdings, Inc. Employee Stock Ownership Plan surged - up 62.1% during 2022, from $3M to $5M. Reported net income was $2M.
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 The Superior Group, Inc. Money Purchase Plan in AK ($5M, 15 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 The Chase Construction Group Employee Stock Ownership Plan in TN (69 participants, $45M in assets).