401(k) · DOL Form 5500 · 2024

Ugn, Inc. 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
1,165
Participants Near avg headcount
87th
Percentile by assets National rank
$56,789
Avg per participant Low balance/head
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Official DOL plan name: Ugn, Inc. Retirement and Savings Plan · Sponsored by Ugn, Inc. · Illinois · Manufacturing

$66M in assets, 1,165 participants

Ugn, Inc.'s Ugn, Inc. Retirement and Savings Plan reported $66M in total assets and 1,165 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #14,455 in Manufacturing (17,777 peers)

Where Ugn, Inc. Retirement and Savings Plan sits by assets

Ugn, Inc. Retirement and Savings Plan sits in the top quartile of all filed plans by assets, $66M for 1,165 participants (~$56,789/participant), up 13.3% in 2024.

#14,455
in Manufacturing (17,777 peers)
+13.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Ugn, Inc. Retirement and Savings Plan's outsized position by total assets

Ugn, Inc. Retirement and Savings Plan vs every filed plan by assets

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

$66,159,089 Top 13% higher than 87% 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

Ugn, Inc. Retirement 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. Ugn, Inc. Retirement and Savings Plan lands in the large band (1,165 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ugn, Inc. Retirement and Savings Plan reported participants rose from 1,014 in the plan year 2023 filing to 1,165 in the plan year 2024 filing.
  • Ugn, Inc. Retirement and Savings Plan end-of-year assets rose from $58M in the plan year 2023 filing to $66M in the plan year 2024 filing.
  • Ugn, Inc. Retirement and Savings Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 363435795 · Ugn, Inc. PY 2024 · 401(k)

Ugn, Inc. Retirement and Savings Plan · $66M · 1,165 · 87th

  • RANK $66M
  • PHOTO 1,165
  • IND 87th
  • EOY 401(k)
  • 5500 near Smr Automotive Systems USA, Inc. Employees 401(k) Plan
  • ASSETS ind #14455

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 Manufacturing retirement plans → · Plans in Illinois →

Ugn, Inc. Retirement and Savings Plan in the asset neighbourhood

Ugn, Inc. Retirement and Savings PlanUgn, Inc. Retirement and Sav…$66MSmr Automotive Systems USA, Inc. Employees 401(k) PlanSmr Automotive Systems USA, …$66MAnchor Glass Container Corporation Salaried Employees' Savings PlanAnchor Glass Container Corpo…$66MFort Mcdowell Yavapai Nation Retirement PlanFort Mcdowell Yavapai Nation…$66MEmi, P.a. 401(k) Profit Sharing PlanEmi, P.a. 401(k) Profit Shar…$66M
End-of-year total assets ($M) among Ugn, Inc. Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$66M
Net Income$8M
Employer EIN363435795
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ugn, Inc.)

Sponsor-wide plan assets over time

All Ugn, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 29.33316594336384% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $51.2M $66.2M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 1,147 $51M
2023 1 1,014 $58M
2024 1 1,165 $66M

Nearby 401(k) Plans in Illinois

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

Ugn, Inc. Retirement and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Ugn, Inc. Retirement and Savings Plan, Total assets ($B): 0.066159089 · Participants: 1165Ugn, Inc. Retirement and Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Ugn, Inc. Retirement and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Ugn, Inc. Retirement and Savings Plan side-by-side with 3 peers →

Ugn, Inc. Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Smr Automotive Systems USA, Inc. Employees 401(k) Plan in MI ($66M); by covered participants it is Retirement Savings Plan of Newmont in CO (1,165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,165 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 Ugn, Inc. Retirement and Savings Plan assets move in 2024? ▼
Ugn, Inc. Retirement and Savings Plan grew at a solid clip - up 13.3% during 2024, from $58M to $66M. Reported net income was $8M.
How have Ugn, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ugn, Inc.'s sponsor-wide assets grew 29.3%, from $51M to $66M.
Where does Ugn, Inc. Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Ugn, Inc. Retirement and Savings Plan ranks in the 87th 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 Ugn, Inc. Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smr Automotive Systems USA, Inc. Employees 401(k) Plan in MI ($66M, 1,020 participants).
Which 401(k) plans cover a similar participant headcount to Ugn, Inc. Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retirement Savings Plan of Newmont in CO (1,165 participants, $341M 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 363435795.

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.