ESOP · DOL Form 5500 · 2024
Uma Enterprises Group Holdings, Inc. C/O Long Point Capital ESOP
Data updated 2026-08-25
- $159K
- Total assets Small plan by assets
- 131
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $1,216
- Avg per participant Low balance/head
Official DOL plan name: Uma Enterprises Employee Stock Ownership Plan · Sponsored by Uma Enterprises Group Holdings, Inc. C/O Long Point Capital · New York · Management of Enterprises
$159K in assets, 131 participants
Uma Enterprises Group Holdings, Inc. C/O Long Point Capital's Uma Enterprises Employee Stock Ownership Plan reported $159K in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.
- #75 in Management of Enterprises (1,133 peers)
Coverage in New York
Uma Enterprises Employee Stock Ownership Plan covers 131 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $159K.
- #75
- in Management of Enterprises (1,133 peers)
- +5.1%
- assets growth YoY
Uma Enterprises Employee Stock Ownership Plan among the smaller filed plans by assets
Uma Enterprises Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$159,275 9th percentile higher than 9% 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
Uma Enterprises Employee Stock Ownership 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. Uma Enterprises Employee Stock Ownership Plan sits mid-pack in the medium band (131 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Uma Enterprises Employee Stock Ownership Plan reported net income fell from $18M in the plan year 2023 filing to $8K in the plan year 2024 filing.
- Uma Enterprises Employee Stock Ownership Plan reported participants fell from 141 in the plan year 2023 filing to 131 in the plan year 2024 filing.
- Uma Enterprises Employee Stock Ownership Plan end-of-year assets rose from $152K in the plan year 2023 filing to $159K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 471009207 · Uma Enterprises Group Holdings, Inc. C/O Long Point Capital PY 2024 · ESOP
Uma Enterprises Employee Stock Ownership Plan · $159K · 131 · 9th
- EOY $159K
- EOY 131
- EOY 9th
- EOY ESOP
- EOY near Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust
- EOY ind #75
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 What is an ESOP? → · Plans in New York →
Uma Enterprises Employee Stock Ownership Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $152K |
|---|---|
| Net Assets (End of Year) | $159K |
| Net Income | $8K |
| Employer EIN | 471009207 |
| Plan Effective Date | 2014-06-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Uma Enterprises Group Holdings, Inc. C/O Long Point Capital)
Sponsor-wide plan assets over time
All Uma Enterprises Group Holdings, Inc. C/O Long Point Capital plans reported in each filing year
- Latest sponsor-wide plan assets
- $159K 70.18014360201727% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 139 | $94K |
| 2023 | 1 | 141 | $152K |
| 2024 | 1 | 131 | $159K |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $897M · 3,483
- North Coast Holdings Employee Stock Ownership Plan $451M · 3,042
- Griffon Corporation Employee Stock Ownership Plan $306M · 3,209
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $254M · 1,716
- Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan $234M · 518
Uma Enterprises Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust in MO ($160K); by covered participants it is All Weather Contractors, Inc. Employee Stock Ownership Plan in FL (131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($159K here).
- Carter Broadcast Group, Inc. Employee Stock Ownership Plan and Trust (MO) $160K · 24
- Howards Appliances, Inc. Employee Stock Ownership Plan (CA) $158K · 145
- Carmen Group Incorporated Employee Stock Ownership Plan and Trust (DC) $163K · 6
- Guzzardo School of Music & Store, Inc. Employee Stock Ownership Plan (IL) $154K · 5
Similar participant headcount
Nearest other-state filings by covered participants (131 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.