401(k) · DOL Form 5500 · 2024

Universal Strategy Group, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
79
Participants Small participant base
44th
Percentile by assets National rank
$71,383
Avg per participant Below avg balance/head
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Official DOL plan name: Universal Strategy Group, Inc. 401(k) Plan · Sponsored by Universal Strategy Group, Inc. · Tennessee · Professional & Technical Services

$6M in assets, 79 participants

Universal Strategy Group, Inc.'s Universal Strategy Group, Inc. 401(k) Plan reported $6M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,456 in Professional & Technical Services (20,173 peers)

Universal Strategy Group, Inc. multi-year trail

Universal Strategy Group, Inc.'s plans moved +49.3% in assets from 2022 to 2024; this filing shows Universal Strategy Group, Inc. 401(k) Plan at $6M / 79 participants.

#8,456
in Professional & Technical Services (20,173 peers)
+17.7%
assets growth YoY

Universal Strategy Group, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Universal Strategy Group, Inc. 401(k) Plan vs every filed plan by assets

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

$5,639,264 44th percentile higher than 44% 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 Strategy Group, Inc. 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 Strategy Group, Inc. 401(k) Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Universal Strategy Group, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Universal Strategy Group, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $847K in the plan year 2024 filing.
  • Universal Strategy Group, Inc. 401(k) Plan reported participants rose from 76 in the plan year 2023 filing to 79 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 208271378 · Universal Strategy Group, Inc. PY 2024 · 401(k)

Universal Strategy Group, Inc. 401(k) Plan · $6M · 79 · 44th

  • BOOK $6M
  • VS-ST 79
  • BOY 44th
  • SCH 401(k)
  • EBSA near Nhea Domestic Workers Retirement Plan
  • PART ind #8456

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 Tennessee →

Universal Strategy Group, Inc. 401(k) Plan in the asset neighbourhood

Universal Strategy Group, Inc. 401(k) PlanUniversal Strategy Group, In…$6MNhea Domestic Workers Retirement PlanNhea Domestic Workers Retire…$6MParrett Manufacturing, Inc. Retirement PlanParrett Manufacturing, Inc. …$6MHallmark Inns 401(k) Plan$6MCrickler Vending Company Inc 401(k) Profit Sharing PlanCrickler Vending Company Inc…$6M
End-of-year total assets ($M) among Universal Strategy Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Universal Strategy Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Universal Strategy Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 49.276641747802316% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.78M $5.64M ▲ +49.2%
Year Plans Participants Total Assets
2022 1 76 $4M
2023 1 76 $5M
2024 1 79 $6M

Universal Strategy Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$847K
Employer EIN208271378
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Universal Strategy Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Universal Strategy Group, Inc. 401(k) Plan, Total assets ($B): 0.005639264 · Participants: 79Universal Strategy Group, Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Universal Strategy Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Universal Strategy Group, Inc. 401(k) Plan side-by-side with 3 peers →

Universal Strategy Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Nhea Domestic Workers Retirement Plan in NY ($6M); by covered participants it is Cvca 401(k)Plan in VA (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Strategy Group, Inc. 401(k) Plan assets move in 2024? ▼
Universal Strategy Group, Inc. 401(k) Plan grew sharply - up 17.7% during 2024, from $5M to $6M. Reported net income was $847K.
How have Universal Strategy Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Universal Strategy Group, Inc.'s sponsor-wide assets grew 49.3%, from $4M to $6M.
Which 401(k) plans are similar in size to Universal Strategy Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nhea Domestic Workers Retirement Plan in NY ($6M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Universal Strategy Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cvca 401(k)Plan in VA (79 participants, $17M 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 208271378.

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.