401(k) · DOL Form 5500 · 2022

Universal Forming, Inc. 401(k) Plan

Compiled by PlainRetire Editorial , Retirement Plans Editorial Team

Data updated 2026-05-15

$2M
Total assets: 173
Participants: 37th
Percentile by assets: $14,185
Avg per participant

Sponsored by Universal Forming, Inc. · Florida · Construction

What the 2022 filing shows

Universal Forming, Inc. 401(k) Plan holds $2M for 173 participants - about $14,185 per participant, in the lower half of filed plans by assets, down 17.4% over the 2022 plan year.

$2M
total plan assets (2022 EOY): 173
covered participants: 37th
percentile by assets (of 139,258 plans): $14,185
avg assets per participant

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.

State

Florida

Industry

Construction

401(k) · DOL Form 5500 · 2022

What the Filing Says About Universal Forming, Inc. 401(k) Plan

Universal Forming, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Universal Forming, Inc., headquartered in Florida. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 173 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 202912227, and the plan has been effective since 2012-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets declined sharply from $3M at the beginning of 2022 to $2M at year-end - down 17.4%. Net assets (after liabilities) closed the year at $2M, with reported net income of -$516K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank Universal Forming, Inc. 401(k) Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2022)

Total Assets (Beginning of Year)	$3M
Total Assets (End of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	-$516K
Plan Type	401(k)
Employer EIN	202912227
Plan Effective Date	2012-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

L3harris Retirement Savings Plan $12.9B · 41,096
Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.7B · 142,486
Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
Adp Totalsource Retirement Savings Plan $6.7B · 287,453
Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752

Compare Universal Forming, Inc. 401(k) Plan side-by-side with 3 peers →

Frequently Asked Questions

How much money is in the Universal Forming, Inc. 401(k) Plan? ▼

As of the 2022 Form 5500 filing, Universal Forming, Inc. 401(k) Plan holds $2M in total assets with 173 participants. It is sponsored by Universal Forming, Inc..

What type of plan is Universal Forming, Inc. 401(k) Plan? ▼

Universal Forming, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2012-01-01. The plan is filed with the U.S. Department of Labor under EIN 202912227.

Who sponsors the Universal Forming, Inc. 401(k) Plan? ▼

Universal Forming, Inc. 401(k) Plan is sponsored by Universal Forming, Inc., located in Florida. The sponsor's EIN is 202912227 and the plan operates in the Construction industry.

How did Universal Forming, Inc. 401(k) Plan perform in 2022? ▼

Universal Forming, Inc. 401(k) Plan declined sharply - down 17.4% during 2022, moving from $3M to $2M in total assets. Net income was -$516K.

What this filing means

Ways to act on Universal Forming, Inc. 401(k) Plan's numbers.

By total assets, Universal Forming, Inc. 401(k) Plan ranks in the lower half of filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 202912227.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

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.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.