401(k) · DOL Form 5500 · 2022

Universal Forming, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
173
Participants Small participant base
37th
Percentile by assets National rank
$14,185
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Universal Forming, Inc. 401(k) Plan · Sponsored by Universal Forming, Inc. · Florida · Construction

$2M in assets, 173 participants

Universal Forming, Inc.'s Universal Forming, Inc. 401(k) Plan reported $2M in total assets and 173 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #3,457 in Construction (9,927 peers)

Coverage in Florida

Universal Forming, Inc. 401(k) Plan covers 173 participants in Florida, about 28% of the average Florida filer (state average ~628 per filing). Assets: $2M.

#3,457
in Construction (9,927 peers)
-17.4%
assets change YoY

The plan reported a net loss of $516K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Universal Forming, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Universal Forming, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,453,987 37th percentile higher than 37% 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

Universal Forming, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Universal Forming, Inc. 401(k) Plan sits mid-pack in the medium band (173 participants).

DOL schedule card

Filing strip 202912227 · Universal Forming, Inc. PY 2022 · 401(k)

Universal Forming, Inc. 401(k) Plan · $2M · 173 · 37th

  • TYPE $2M
  • NET 173
  • BOOK 37th
  • VS-ST 401(k)
  • BOY near Premier Pools & Spas 401(k) Plan
  • SCH ind #3457

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 Construction retirement plans → · Plans in Florida →

Universal Forming, Inc. 401(k) Plan in the asset neighbourhood

Universal Forming, Inc. 401(k) PlanUniversal Forming, Inc. 401(…$2MPremier Pools & Spas 401(k) PlanPremier Pools & Spas 401(k) …$2MSundance Energy Services, Inc. 401(k) PlanSundance Energy Services, In…$2MBms Retirement Savings Plan$2MDavison Design & Development 401(k) Profit Sharing Plan & TrustDavison Design & Development…$2M
End-of-year total assets ($M) among Universal Forming, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$516K
Employer EIN202912227
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Universal Forming, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Universal Forming, Inc. 401(k) Plan, Total assets ($B): 0.002453987 · Participants: 173Universal Forming, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Universal Forming, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Universal Forming, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Premier Pools & Spas 401(k) Plan in CA ($2M); by covered participants it is Tata Elxsi 401(k) Plan in CA (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.

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 Universal Forming, Inc. 401(k) Plan assets move in 2022?
Universal Forming, Inc. 401(k) Plan declined sharply - down 17.4% during 2022, from $3M to $2M. Reported net income was -$516K.
Which 401(k) plans are similar in size to Universal Forming, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Premier Pools & Spas 401(k) Plan in CA ($2M, 301 participants).
Which 401(k) plans cover a similar participant headcount to Universal Forming, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Tata Elxsi 401(k) Plan in CA (173 participants, $278K in assets).