401(k) · DOL Form 5500 · 2024

Umgc Ventures, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets: 168
Participants Small participant base: 72nd
Percentile by assets National rank: $128,059
Avg per participant Near avg balance/head

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Official DOL plan name: Umgc Ventures, Inc. 401(k) Plan · Sponsored by Umgc Ventures, Inc. · Maryland · Other Services

$22M in assets, 168 participants

Umgc Ventures, Inc.'s Umgc Ventures, Inc. 401(k) Plan reported $22M in total assets and 168 participants in its 2024 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.

#6,528 in Other Services (7,719 peers)

Coverage in Maryland

Umgc Ventures, Inc. 401(k) Plan covers 168 participants in Maryland, about 18% of the average Maryland filer (state average ~929 per filing). Assets: $22M.

#6,528
in Other Services (7,719 peers): +20.4%
assets growth YoY

Umgc Ventures, Inc. 401(k) Plan's outsized position by total assets

Umgc Ventures, Inc. 401(k) Plan vs every filed plan by assets

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

$21,513,835 Top 28% higher than 72% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

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

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Umgc Ventures, Inc. 401(k) Plan sits mid-pack in the medium band (168 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Umgc Ventures, Inc. 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Umgc Ventures, Inc. 401(k) Plan reported participants rose from 152 in the plan year 2023 filing to 168 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 812898004 · Umgc Ventures, Inc. PY 2024 · 401(k)

Umgc Ventures, Inc. 401(k) Plan · $22M · 168 · 72nd

NET $22M
NET 168
NET 72nd
NET 401(k)
NET near Emergency Nurses Association Retirement Savings Plan
NET ind #6528

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 Other Services retirement plans → · Plans in Maryland →

End-of-year total assets ($M) among Umgc Ventures, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$22M
Net Income	$4M
Employer EIN	812898004
Plan Effective Date	2017-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Umgc Ventures, Inc.)

Latest sponsor-wide plan assets: $22M 52.0250243277943% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	159	$14M
2023	1	152	$18M
2024	1	168	$22M

Nearby 401(k) Plans in Maryland

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

Umgc Ventures, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
Marriott Retirement Savings Plan $11.7B · 101,417
T. Rowe Price U.S. Retirement Program $4.9B · 6,639
Nfl Player Second Career Savings Plan $4.1B · 2,771
Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370

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

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

Outside Maryland, the nearest 401(k) by assets is Emergency Nurses Association Retirement Savings Plan in IL ($22M); by covered participants it is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Emergency Nurses Association Retirement Savings Plan (IL) $22M · 107
Helm America Corporation 401(k) Plan (FL) $22M · 174
Assertio Therapeutics, Inc. 401(k) Retirement Plan (IL) $22M · 136
Artesia General Hospital 401(k) Plan (NM) $22M · 390

Similar participant headcount

Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.

Illinois Retina Associates, S.C. 401(k) Plan (IL) 168 · 0 off
Metalworks, Inc. 401(k) Profit Sharing Plan & Trust (NE) 168 · 0 off
Ebq Retirement Plan (TX) 168 · 0 off
The Tobin Group 401(k) Plan (MI) 168 · 0 off

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 Umgc Ventures, Inc. 401(k) Plan assets move in 2024? ▼

Umgc Ventures, Inc. 401(k) Plan grew sharply - up 20.4% during 2024, from $18M to $22M. Reported net income was $4M.

How have Umgc Ventures, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Umgc Ventures, Inc.'s sponsor-wide assets grew 52.0%, from $14M to $22M.

Which 401(k) plans are similar in size to Umgc Ventures, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Emergency Nurses Association Retirement Savings Plan in IL ($22M, 107 participants).

Which 401(k) plans cover a similar participant headcount to Umgc Ventures, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants, N/A 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 812898004.