401(k) · DOL Form 5500 · 2024

Universal Fidelity Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
74
Participants Small participant base
25th
Percentile by assets National rank
$17,151
Avg per participant Low balance/head
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Official DOL plan name: Universal Fidelity Life Insurance Company 401(k) Plan · Sponsored by Universal Fidelity Life Insurance Company · Oklahoma · Finance & Insurance

$1M in assets, 74 participants

Universal Fidelity Life Insurance Company's Universal Fidelity Life Insurance Company 401(k) Plan reported $1M in total assets and 74 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,278 in Finance & Insurance (8,549 peers)

2024 asset change

Universal Fidelity Life Insurance Company 401(k) Plan grew at a solid clip 9.8% in 2024 ($1M → $1M) for 74 participants.

#1,278
in Finance & Insurance (8,549 peers)
+9.8%
assets growth YoY

Universal Fidelity Life Insurance Company 401(k) Plan among the smaller filed plans by assets

Universal Fidelity Life Insurance Company 401(k) Plan vs every filed plan by assets

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

$1,269,194 25th percentile higher than 25% 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 Fidelity Life Insurance Company 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Universal Fidelity Life Insurance Company 401(k) Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Universal Fidelity Life Insurance Company 401(k) Plan reported net income rose from -$79K in the plan year 2023 filing to $113K in the plan year 2024 filing.
  • Universal Fidelity Life Insurance Company 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Universal Fidelity Life Insurance Company 401(k) Plan reported participants rose from 73 in the plan year 2023 filing to 74 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 730493220 · Universal Fidelity Life Insurance Company PY 2024 · 401(k)

Universal Fidelity Life Insurance Company 401(k) Plan · $1M · 74 · 25th

  • BOOK $1M
  • BOOK 74
  • BOOK 25th
  • BOOK 401(k)
  • BOOK near Thompson Insurance Agency, Inc. Profit-Sharing Pla
  • BOOK ind #1278

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 Oklahoma →

Universal Fidelity Life Insurance Company 401(k) Plan in the asset neighbourhood

Universal Fidelity Life Insurance Company 401(k) PlanUniversal Fidelity Life Insu…$1MThompson Insurance Agency, Inc. Profit-Sharing PlaThompson Insurance Agency, I…$1MGansevoort Hotel Group LLC 401(k) Profit Sharing Plan & TrustGansevoort Hotel Group LLC 4…$1MLfa Ventures, Inc. 401(k) Profit Sharing PlanLfa Ventures, Inc. 401(k) Pr…$1MMksmbrds Holding Co. Retirement PlanMksmbrds Holding Co. Retirem…$1M
End-of-year total assets ($M) among Universal Fidelity Life Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Universal Fidelity Life Insurance Company years around the 2024 move

Sponsor-wide plan assets over time

All Universal Fidelity Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$1M 2.751938549322297% vs 2022
2024 filing year
$1.1M$1.15M$1.2M$1.25M$1.3M 202220232024 $1.24M $1.27M ▲ +2.4%
Year Plans Participants Total Assets
2022 1 82 $1M
2023 1 73 $1M
2024 1 74 $1M

2024 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$113K
Employer EIN730493220
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Universal Fidelity Life Insurance Company 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Universal Fidelity Life Insurance Company 401(k) Plan, Total assets ($B): 0.001269194 · Participants: 74Universal Fidelity Life Insurance Company 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Universal Fidelity Life Insurance Company 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Universal Fidelity Life Insurance Company 401(k) Plan side-by-side with 3 peers →

Universal Fidelity Life Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Thompson Insurance Agency, Inc. Profit-Sharing Pla in CA ($1M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Fidelity Life Insurance Company 401(k) Plan assets move in 2024? ▼
Universal Fidelity Life Insurance Company 401(k) Plan grew at a solid clip - up 9.8% during 2024, from $1M to $1M. Reported net income was $113K.
How have Universal Fidelity Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Universal Fidelity Life Insurance Company's sponsor-wide assets grew 2.8%, from $1M to $1M.
Where does Universal Fidelity Life Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Universal Fidelity Life Insurance Company 401(k) Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Universal Fidelity Life Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thompson Insurance Agency, Inc. Profit-Sharing Pla in CA ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Universal Fidelity Life Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (74 participants, $3M 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 730493220.

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.