401(k) · DOL Form 5500 · 2023

United Payroll, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
144
Participants Small participant base
63rd
Percentile by assets National rank
$87,189
Avg per participant Below avg balance/head
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Official DOL plan name: The United Group of Companies, Inc. Employee Savings Trust · Sponsored by United Payroll, LLC · New York · Real Estate

$13M in assets, 144 participants

United Payroll, LLC's The United Group of Companies, Inc. Employee Savings Trust reported $13M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,783 in Real Estate (4,727 peers)

Coverage in New York

The United Group of Companies, Inc. Employee Savings Trust covers 144 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $13M.

#3,783
in Real Estate (4,727 peers)
+19.3%
assets growth YoY

The United Group of Companies, Inc. Employee Savings Trust's mid-pack asset rank among Real Estate and all filers

The United Group of Companies, Inc. Employee Savings Trust vs every filed plan by assets

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

$12,555,190 Top 37% higher than 63% 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 Group of Companies, Inc. Employee Savings Trust 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 Group of Companies, Inc. Employee Savings Trust sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The United Group of Companies, Inc. Employee Savings Trust reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The United Group of Companies, Inc. Employee Savings Trust end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • The United Group of Companies, Inc. Employee Savings Trust reported participants rose from 142 in the plan year 2022 filing to 144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 141833429 · United Payroll, LLC PY 2023 · 401(k)

The United Group of Companies, Inc. Employee Savings Trust · $13M · 144 · 63rd

  • 5500 $13M
  • ASSETS 144
  • PCT 63rd
  • EIN 401(k)
  • RANK near Feditc, LLC 401(k) Plan
  • PHOTO ind #3783

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 New York →

The United Group of Companies, Inc. Employee Savings Trust in the asset neighbourhood

The United Group of Companies, Inc. Employee Savings TrustThe United Group of Companie…$13MFeditc, LLC 401(k) Plan$13MThomas, Head & Greisen Employees Savings TrustThomas, Head & Greisen Emplo…$13MBlack & McDonald's, Inc. 401(k) PlanBlack & McDonald's, Inc. 401…$13MJohn H. Northrop & Associates, Inc. 401(k) Safe Harbor PlanJohn H. Northrop & Associate…$13M
End-of-year total assets ($M) among The United Group of Companies, Inc. Employee Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN141833429
Plan Effective Date2001-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Payroll, LLC)

Sponsor-wide plan assets over time

All United Payroll, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 24.447109249233236% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.5M $13.1M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 142 $11M
2023 1 144 $13M
2024 1 140 $13M

Nearby 401(k) Plans in New York

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

The United Group of Companies, Inc. Employee Savings Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The United Group of Companies, Inc. Employee Savings Trust, Total assets ($B): 0.01255519 · Participants: 144The United Group of Companies, Inc. Employee Savings 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
The United Group of Companies, Inc. Employee Savings Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare The United Group of Companies, Inc. Employee Savings Trust side-by-side with 3 peers →

The United Group of Companies, Inc. Employee Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Feditc, LLC 401(k) Plan in TX ($13M); by covered participants it is Eagle Granite 401(k) Plan in GA (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Group of Companies, Inc. Employee Savings Trust assets move in 2023? ▼
The United Group of Companies, Inc. Employee Savings Trust grew sharply - up 19.3% during 2023, from $11M to $13M. Reported net income was $2M.
How have United Payroll, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Payroll, LLC's sponsor-wide assets grew 24.4%, from $11M to $13M.
Which 401(k) plans are similar in size to The United Group of Companies, Inc. Employee Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Feditc, LLC 401(k) Plan in TX ($13M, 326 participants).
Which 401(k) plans cover a similar participant headcount to The United Group of Companies, Inc. Employee Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Eagle Granite 401(k) Plan in GA (144 participants, N/A 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 141833429.

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.