401(k) · DOL Form 5500 · 2024

Ushg, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
1,496
Participants Near avg headcount
76th
Percentile by assets National rank
$18,502
Avg per participant Low balance/head
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Official DOL plan name: Ushg 401(k) Plan · Sponsored by Ushg, LLC · New York · Food Services & Accommodation

$28M in assets, 1,496 participants

Ushg, LLC's Ushg 401(k) Plan reported $28M in total assets and 1,496 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #3,436 in Food Services & Accommodation (3,672 peers)

Where Ushg 401(k) Plan sits by assets

Ushg 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 1,496 participants (~$18,502/participant), up 10.7% in 2024.

#3,436
in Food Services & Accommodation (3,672 peers)
+10.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ushg 401(k) Plan's outsized position by total assets

Ushg 401(k) Plan vs every filed plan by assets

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

$27,679,087 Top 24% higher than 76% 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

Ushg 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ushg 401(k) Plan lands in the large band (1,496 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ushg 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Ushg 401(k) Plan reported participants fell from 2,455 in the plan year 2023 filing to 1,496 in the plan year 2024 filing.
  • Ushg 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 133981536 · Ushg, LLC PY 2024 · 401(k)

Ushg 401(k) Plan · $28M · 1,496 · 76th

  • EIN $28M
  • EIN 1,496
  • EIN 76th
  • EIN 401(k)
  • EIN near Lucky Brand 401(k) Plan
  • EIN ind #3436

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 Food Services & Accommodation retirement plans → · Plans in New York →

Ushg 401(k) Plan in the asset neighbourhood

Ushg 401(k) Plan$28MLucky Brand 401(k) Plan$28MSurgical Specialists of Charlo 401(k) Profit Sharing Plan & TrustSurgical Specialists of Char…$28MDakota Specialty Enterprises Retirement PlanDakota Specialty Enterprises…$28MRelay, Inc. 401(k) Profit Sharing and Trust.Relay, Inc. 401(k) Profit Sh…$28M
End-of-year total assets ($M) among Ushg 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN133981536
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ushg, LLC)

Sponsor-wide plan assets over time

All Ushg, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 57.63479301436142% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.6M $27.7M ▲ +57.6%
Year Plans Participants Total Assets
2022 1 682 $18M
2023 1 2,455 $25M
2024 1 1,496 $28M

Nearby 401(k) Plans in New York

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

Ushg 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Ushg 401(k) Plan, Total assets ($B): 0.027679087 · Participants: 1496Ushg 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Ushg 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ushg 401(k) Plan side-by-side with 3 peers →

Ushg 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lucky Brand 401(k) Plan in MA ($28M); by covered participants it is Elasticsearch, Inc. 401(k) Plan in CA (1,496 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,496 participants); 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 Ushg 401(k) Plan assets move in 2024? ▼
Ushg 401(k) Plan grew at a solid clip - up 10.7% during 2024, from $25M to $28M. Reported net income was $3M.
How have Ushg, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ushg, LLC's sponsor-wide assets grew 57.6%, from $18M to $28M.
Where does Ushg 401(k) Plan rank by assets among Form 5500 filers? ▼
Ushg 401(k) Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ushg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lucky Brand 401(k) Plan in MA ($28M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Ushg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Elasticsearch, Inc. 401(k) Plan in CA (1,496 participants, $291M 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 133981536.

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.