401(k) · DOL Form 5500 · 2024

Universal Property & Casualty 401(k) Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
1,191
Participants Near avg headcount
89th
Percentile by assets National rank
$69,465
Avg per participant Below avg balance/head
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Official DOL plan name: Universal Property & Casualty 401(k) Profit Sharing Plan · Sponsored by Universal Property & Casualty · Florida · Finance & Insurance

$83M in assets, 1,191 participants

Universal Property & Casualty's Universal Property & Casualty 401(k) Profit Sharing Plan reported $83M in total assets and 1,191 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,092 in Finance & Insurance (8,549 peers)

Where Universal Property & Casualty 401(k) Profit Sharing Plan sits by assets

Universal Property & Casualty 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $83M for 1,191 participants (~$69,465/participant), up 20.9% in 2024.

#7,092
in Finance & Insurance (8,549 peers)
+20.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Universal Property & Casualty 401(k) Profit Sharing Plan's outsized position by total assets

Universal Property & Casualty 401(k) Profit Sharing Plan vs every filed plan by assets

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

$82,733,306 Top 11% higher than 89% 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

Universal Property & Casualty 401(k) Profit Sharing 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 Property & Casualty 401(k) Profit Sharing Plan lands in the large band (1,191 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Universal Property & Casualty 401(k) Profit Sharing Plan end-of-year assets rose from $68M in the plan year 2023 filing to $83M in the plan year 2024 filing.
  • Universal Property & Casualty 401(k) Profit Sharing Plan reported net income fell from $16M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Universal Property & Casualty 401(k) Profit Sharing Plan reported participants rose from 1,171 in the plan year 2023 filing to 1,191 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 650789077 · Universal Property & Casualty PY 2024 · 401(k)

Universal Property & Casualty 401(k) Profit Sharing Plan · $83M · 1,191 · 89th

  • RANK $83M
  • PHOTO 1,191
  • IND 89th
  • EOY 401(k)
  • 5500 near Meridian Industries, Inc. Retirement Plan
  • ASSETS ind #7092

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 Finance & Insurance retirement plans → · Plans in Florida →

Universal Property & Casualty 401(k) Profit Sharing Plan in the asset neighbourhood

Cpc Logistics, Inc. Employees 401(k) Retirement PlanCpc Logistics, Inc. Employee…$83MMeridian Industries, Inc. Retirement PlanMeridian Industries, Inc. Re…$83MSocotec, Inc. Profit Sharing PlanSocotec, Inc. Profit Sharing…$83MFoster, Swift, Collins & Smith, P.C. Employee Profit Sharing PlanFoster, Swift, Collins & Smi…$83MUniversal Property & Casualty 401(k) Profit Sharing PlanUniversal Property & Casualt…$83M
End-of-year total assets ($M) among Universal Property & Casualty 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$83M
Net Income$14M
Employer EIN650789077
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Universal Property & Casualty)

Sponsor-wide plan assets over time

All Universal Property & Casualty plans reported in each filing year

Latest sponsor-wide plan assets
$83M 56.93182450605438% vs 2022
2024 filing year
$40M$50M$60M$70M$80M$90M 202220232024 $52.7M $82.7M ▲ +56.9%
Year Plans Participants Total Assets
2022 1 953 $53M
2023 1 1,171 $68M
2024 1 1,191 $83M

Nearby 401(k) Plans in Florida

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

Universal Property & Casualty 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Universal Property & Casualty 401(k) Profit Sharing Plan, Total assets ($B): 0.082733306 · Participants: 1191Universal Property & Casualty 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Universal Property & Casualty 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Universal Property & Casualty 401(k) Profit Sharing Plan side-by-side with 3 peers →

Universal Property & Casualty 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Meridian Industries, Inc. Retirement Plan in WI ($83M); by covered participants it is Shockwave Medical, Inc. 401(k) Plan in CA (1,191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,191 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 Universal Property & Casualty 401(k) Profit Sharing Plan assets move in 2024? ▼
Universal Property & Casualty 401(k) Profit Sharing Plan grew sharply - up 20.9% during 2024, from $68M to $83M. Reported net income was $14M.
How have Universal Property & Casualty plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Universal Property & Casualty's sponsor-wide assets grew 56.9%, from $53M to $83M.
Where does Universal Property & Casualty 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Universal Property & Casualty 401(k) Profit Sharing Plan ranks in the 89th 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 Universal Property & Casualty 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Meridian Industries, Inc. Retirement Plan in WI ($83M, 1,058 participants).
Which 401(k) plans cover a similar participant headcount to Universal Property & Casualty 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shockwave Medical, Inc. 401(k) Plan in CA (1,191 participants, $105M 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 650789077.

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.