401(k) · DOL Form 5500 · 2024

Ufa, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
67
Participants Small participant base
71st
Percentile by assets National rank
$314,933
Avg per participant High balance/head
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Official DOL plan name: Ufa, Inc. 401(k) Retirement Plan · Sponsored by Ufa, Inc. · Massachusetts · Professional & Technical Services

$21M in assets, 67 participants

Ufa, Inc.'s Ufa, Inc. 401(k) Retirement Plan reported $21M in total assets and 67 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,247 in Professional & Technical Services (20,173 peers)

Ufa, Inc. multi-year trail

Ufa, Inc.'s plans moved +18.3% in assets from 2022 to 2024; this filing shows Ufa, Inc. 401(k) Retirement Plan at $21M / 67 participants.

#14,247
in Professional & Technical Services (20,173 peers)
+5.4%
assets growth YoY

Ufa, Inc. 401(k) Retirement Plan's outsized position by total assets

Ufa, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$21,100,478 Top 29% higher than 71% 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

Ufa, Inc. 401(k) Retirement 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. Ufa, Inc. 401(k) Retirement Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ufa, Inc. 401(k) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Ufa, Inc. 401(k) Retirement Plan reported participants fell from 95 in the plan year 2023 filing to 67 in the plan year 2024 filing.
  • Ufa, Inc. 401(k) Retirement Plan end-of-year assets rose from $20M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042684627 · Ufa, Inc. PY 2024 · 401(k)

Ufa, Inc. 401(k) Retirement Plan · $21M · 67 · 71st

  • PCT $21M
  • EIN 67
  • RANK 71st
  • PHOTO 401(k)
  • IND near Cardiovascular Associates of Marin & San Francisco Profit Sharing 401(k) Plan
  • EOY ind #14247

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 Massachusetts →

Ufa, Inc. 401(k) Retirement Plan in the asset neighbourhood

Ufa, Inc. 401(k) Retirement PlanUfa, Inc. 401(k) Retirement …$21MCardiovascular Associates of Marin & San Francisco Profit Sharing 401(k) PlanCardiovascular Associates of…$21MKms Solutions, LLC 401(k) PlanKms Solutions, LLC 401(k) Pl…$21MCooley, Inc. Savings Plan$21MCrs Onesource Retirement Savings PlanCrs Onesource Retirement Sav…$21M
End-of-year total assets ($M) among Ufa, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ufa, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ufa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 18.28791815513597% vs 2022
2024 filing year
$17M$18M$19M$20M$21M$22M 202220232024 $17.8M $21.1M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 96 $18M
2023 1 95 $20M
2024 1 67 $21M

Ufa, Inc. filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$1M
Employer EIN042684627
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Ufa, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Ufa, Inc. 401(k) Retirement Plan, Total assets ($B): 0.021100478 · Participants: 67Ufa, Inc. 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
Ufa, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ufa, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Cardiovascular Associates of Marin & San Francisco Profit Sharing 401(k) Plan in CA ($21M); by covered participants it is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Ufa, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Ufa, Inc. 401(k) Retirement Plan grew at a solid clip - up 5.4% during 2024, from $20M to $21M. Reported net income was $1M.
How have Ufa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ufa, Inc.'s sponsor-wide assets grew 18.3%, from $18M to $21M.
Which 401(k) plans are similar in size to Ufa, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cardiovascular Associates of Marin & San Francisco Profit Sharing 401(k) Plan in CA ($21M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Ufa, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 participants, N/A 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 042684627.

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.