401(k) · DOL Form 5500 · 2023

United Planning Organization 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
591
Participants Below avg headcount
72nd
Percentile by assets National rank
$32,486
Avg per participant Low balance/head
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Official DOL plan name: Retirement Income Plan of United Planning Organization · Sponsored by United Planning Organization · District of Columbia · Healthcare & Social Assistance

$19M in assets, 591 participants

United Planning Organization's Retirement Income Plan of United Planning Organization reported $19M in total assets and 591 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #13,511 in Healthcare & Social Assistance (17,684 peers)

Coverage in District of Columbia

Retirement Income Plan of United Planning Organization covers 591 participants in District of Columbia, about 41% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $19M.

#13,511
in Healthcare & Social Assistance (17,684 peers)
+20.9%
assets growth YoY

Retirement Income Plan of United Planning Organization's outsized position by total assets

Retirement Income Plan of United Planning Organization vs every filed plan by assets

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

$19,199,459 Top 28% higher than 72% 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

Retirement Income Plan of United Planning Organization 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. Retirement Income Plan of United Planning Organization sits mid-pack in the medium band (591 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Income Plan of United Planning Organization reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Retirement Income Plan of United Planning Organization end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Retirement Income Plan of United Planning Organization reported participants rose from 559 in the plan year 2022 filing to 591 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 520788987 · United Planning Organization PY 2023 · 401(k)

Retirement Income Plan of United Planning Organization · $19M · 591 · 72nd

  • BOY $19M
  • BOY 591
  • BOY 72nd
  • BOY 401(k)
  • BOY near Bobit Business Media, Inc., 401(k) Profit Sharing Plan
  • BOY ind #13511

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 Healthcare & Social Assistance retirement plans → · Plans in District of Columbia →

Retirement Income Plan of United Planning Organization in the asset neighbourhood

Retirement Income Plan of United Planning OrganizationRetirement Income Plan of Un…$19MBobit Business Media, Inc., 401(k) Profit Sharing PlanBobit Business Media, Inc., …$19MCrivello, Nichols & Hall, S.C. 401(k) Profit Sharing PlanCrivello, Nichols & Hall, S.…$19MTango Card Inc 401(k) Profit Sharing Plan and TrustTango Card Inc 401(k) Profit…$19MFage USA Dairy Industry, Inc. 401(k) PlanFage USA Dairy Industry, Inc…$19M
End-of-year total assets ($M) among Retirement Income Plan of United Planning Organization and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN520788987
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Planning Organization)

Sponsor-wide plan assets over time

All United Planning Organization plans reported in each filing year

Latest sponsor-wide plan assets
$22M 36.534657056624994% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $15.9M $21.7M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 559 $16M
2023 1 591 $19M
2024 1 643 $22M

Nearby 401(k) Plans in District of Columbia

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

Retirement Income Plan of United Planning Organization vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Retirement Income Plan of United Planning Organization, Total assets ($B): 0.019199459 · Participants: 591Retirement Income Plan of United Planning OrganizationDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Retirement Income Plan of United Planning Organization vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Retirement Income Plan of United Planning Organization side-by-side with 3 peers →

Retirement Income Plan of United Planning Organization's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Bobit Business Media, Inc., 401(k) Profit Sharing Plan in CA ($19M); by covered participants it is Ing Financial Services LLC 401(k) Savings Plan in NY (591 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (591 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 Retirement Income Plan of United Planning Organization assets move in 2023? ▼
Retirement Income Plan of United Planning Organization grew sharply - up 20.9% during 2023, from $16M to $19M. Reported net income was $3M.
How have United Planning Organization plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Planning Organization's sponsor-wide assets grew 36.5%, from $16M to $22M.
Which 401(k) plans are similar in size to Retirement Income Plan of United Planning Organization? ▼
Among 401(k) plans in other states, the closest by assets is Bobit Business Media, Inc., 401(k) Profit Sharing Plan in CA ($19M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Income Plan of United Planning Organization? ▼
Among 401(k) plans in other states, the closest by covered participants is Ing Financial Services LLC 401(k) Savings Plan in NY (591 participants, $403M 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 520788987.

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.