401(k) · DOL Form 5500 · 2024

Ug2, LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
4,998
Participants Above avg headcount
77th
Percentile by assets National rank
$5,958
Avg per participant Low balance/head
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Official DOL plan name: Ug2, LLC 401(k) Retirement Plan · Sponsored by Ug2, LLC · Massachusetts · Administrative & Support Services

$30M in assets, 4,998 participants

Ug2, LLC's Ug2, LLC 401(k) Retirement Plan reported $30M in total assets and 4,998 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #3,857 in Administrative & Support Services (4,368 peers)

Coverage in Massachusetts

Ug2, LLC 401(k) Retirement Plan covers 4,998 participants in Massachusetts, 7.6x the typical Massachusetts plan (state average ~659 per filing). Assets: $30M.

#3,857
in Administrative & Support Services (4,368 peers)
+35.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ug2, LLC 401(k) Retirement Plan's outsized position by total assets

Ug2, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$29,776,819 Top 23% higher than 77% 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

Ug2, LLC 401(k) Retirement 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. Ug2, LLC 401(k) Retirement Plan lands in the large band (4,998 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ug2, LLC 401(k) Retirement Plan end-of-year assets rose from $22M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Ug2, LLC 401(k) Retirement Plan reported participants rose from 3,838 in the plan year 2023 filing to 4,998 in the plan year 2024 filing.
  • Ug2, LLC 401(k) Retirement 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 →

Published 5500 schedule card

Filing strip 461581160 · Ug2, LLC PY 2024 · 401(k)

Ug2, LLC 401(k) Retirement Plan · $30M · 4,998 · 77th

  • TYPE $30M
  • TYPE 4,998
  • TYPE 77th
  • TYPE 401(k)
  • TYPE near Misumi USA, Inc. 401(k) Savings Plan
  • TYPE ind #3857

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 Administrative & Support Services retirement plans → · Plans in Massachusetts →

Ug2, LLC 401(k) Retirement Plan in the asset neighbourhood

Ug2, LLC 401(k) Retirement PlanUg2, LLC 401(k) Retirement P…$30MMisumi USA, Inc. 401(k) Savings PlanMisumi USA, Inc. 401(k) Savi…$30MJ.L. Clark Employees Retirement Savings PlanJ.L. Clark Employees Retirem…$30MDfs Holding Company, LLC 401(k) PlanDfs Holding Company, LLC 401…$30MMol-Son, LLC. Employees' Retirement - 401(k) Savings PlanMol-Son, LLC. Employees' Ret…$30M
End-of-year total assets ($M) among Ug2, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$30M
Net Income$8M
Employer EIN461581160
Plan Effective Date2013-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ug2, LLC)

Sponsor-wide plan assets over time

All Ug2, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 103.92716789758558% vs 2022
2024 filing year
$10M$15M$20M$25M$30M$35M 202220232024 $14.6M $29.8M ▲ +104.0%
Year Plans Participants Total Assets
2022 1 2,326 $15M
2023 1 3,838 $22M
2024 1 4,998 $30M

Nearby 401(k) Plans in Massachusetts

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

Ug2, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -10010203040 Total assets ($B) Participants Ug2, LLC 401(k) Retirement Plan, Total assets ($B): 0.029776819 · Participants: 4998Ug2, LLC 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Ug2, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ug2, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Ug2, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Misumi USA, Inc. 401(k) Savings Plan in IL ($30M); by covered participants it is Ascensus, LLC 401(k) Savings Plan in PA (4,998 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,998 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 Ug2, LLC 401(k) Retirement Plan assets move in 2024? ▼
Ug2, LLC 401(k) Retirement Plan surged - up 35.2% during 2024, from $22M to $30M. Reported net income was $8M.
How have Ug2, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ug2, LLC's sponsor-wide assets grew 103.9%, from $15M to $30M.
Where does Ug2, LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Ug2, LLC 401(k) Retirement Plan ranks in the 77th 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 Ug2, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Misumi USA, Inc. 401(k) Savings Plan in IL ($30M, 303 participants).
Which 401(k) plans cover a similar participant headcount to Ug2, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ascensus, LLC 401(k) Savings Plan in PA (4,998 participants, $622M 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 461581160.

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.