401(k) · DOL Form 5500 · 2024
Universal Group 401(k) Plan
Data updated 2026-08-25
- $134M
- Total assets Near avg plan size
- 1,145
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $117,345
- Avg per participant Below avg balance/head
Official DOL plan name: Universal Insurance Company Profit Sharing and Savings Plan · Sponsored by Universal Group · Puerto Rico · Professional & Technical Services
$134M in assets, 1,145 participants
Universal Group's Universal Insurance Company Profit Sharing and Savings Plan reported $134M in total assets and 1,145 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,849 in Professional & Technical Services (20,173 peers)
Coverage in Puerto Rico
Universal Insurance Company Profit Sharing and Savings Plan covers 1,145 participants in Puerto Rico, 13x the typical Puerto Rico plan (state average ~89 per filing). Assets: $134M.
- #18,849
- in Professional & Technical Services (20,173 peers)
- +10.4%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Universal Insurance Company Profit Sharing and Savings Plan's outsized position by total assets
Universal Insurance Company Profit Sharing and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$134,359,923 Top 8% higher than 92% 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
Universal Insurance Company Profit Sharing and Savings 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. Universal Insurance Company Profit Sharing and Savings Plan lands in the large band (1,145 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Universal Insurance Company Profit Sharing and Savings Plan reported net income fell from $17M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Universal Insurance Company Profit Sharing and Savings Plan reported participants rose from 936 in the plan year 2023 filing to 1,145 in the plan year 2024 filing.
- Universal Insurance Company Profit Sharing and Savings Plan end-of-year assets rose from $122M in the plan year 2023 filing to $134M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 660313825 · Universal Group PY 2024 · 401(k)
Universal Insurance Company Profit Sharing and Savings Plan · $134M · 1,145 · 92nd
- BOOK $134M
- BOOK 1,145
- BOOK 92nd
- BOOK 401(k)
- BOOK near Barracuda Networks 401(k) Plan
- BOOK ind #18849
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 Professional & Technical Services retirement plans → · Plans in Puerto Rico →
Universal Insurance Company Profit Sharing and Savings Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $122M |
|---|---|
| Net Assets (End of Year) | $134M |
| Net Income | $13M |
| Employer EIN | 660313825 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Universal Group)
Sponsor-wide plan assets over time
All Universal Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $134M 27.704778736279128% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 935 | $105M |
| 2023 | 1 | 936 | $122M |
| 2024 | 1 | 1,145 | $134M |
Nearby 401(k) Plans in Puerto Rico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Pfizer Savings Plan for Employees Resident in Puerto Rico $395M · 88
- Msd Puerto Rico Savings and Security Plan $232M · 542
- Inter American University of Pr Defined Contribution Retirement Plan $199M · 1,552
- Popular, Inc. USA 401(k) Savings & Investment Plan $170M · 942
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico $164M · 2,826
Universal Insurance Company Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Barracuda Networks 401(k) Plan in CA ($134M); by covered participants it is Worldwide Travel Staffing Limi 401(k) Profit Sharing Plan & Trust in NY (1,145 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($134M here).
- Barracuda Networks 401(k) Plan (CA) $134M · 1,011
- Dometic Corporation 401(k) Savings Plan (IL) $134M · 1,648
- Western National Salary Accumulation Program (MN) $134M · 763
- Grand View Hospital 403(b) Plan (PA) $134M · 1,993
Similar participant headcount
Nearest other-state filings by covered participants (1,145 participants); asset peers above are excluded.
- Worldwide Travel Staffing Limi 401(k) Profit Sharing Plan & Trust (NY) 1,145 · 0 off
- Metallus Inc. Voluntary Investment Pension Plan (OH) 1,145 · 0 off
- Funko 401(k) Plan (WA) 1,145 · 0 off
- Sumitomo Rubber USA, LLC Employee Savings Plan for Bargaining Unit Employees (NY) 1,145 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.