401(k) · DOL Form 5500 · 2024

Uhy Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$285M
Total assets Near avg plan size
1,595
Participants Near avg headcount
96th
Percentile by assets National rank
$178,735
Avg per participant Above avg balance/head
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Official DOL plan name: Uhy Savings Plan · Sponsored by Uhy Advisors, Inc. · Michigan · Professional & Technical Services

$285M in assets, 1,595 participants

Uhy Advisors, Inc.'s Uhy Savings Plan reported $285M in total assets and 1,595 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,499 in Professional & Technical Services (20,173 peers)

Coverage in Michigan

Uhy Savings Plan covers 1,595 participants in Michigan, 2.5x the typical Michigan plan (state average ~638 per filing). Assets: $285M.

#19,499
in Professional & Technical Services (20,173 peers)
+20.3%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Uhy Savings Plan's outsized position by total assets

Uhy Savings Plan vs every filed plan by assets

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

$285,081,540 Top 4% higher than 96% 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

Uhy 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. Uhy Savings Plan lands in the large band (1,595 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Uhy Savings Plan end-of-year assets rose from $237M in the plan year 2023 filing to $285M in the plan year 2024 filing.
  • Uhy Savings Plan reported participants rose from 1,343 in the plan year 2023 filing to 1,595 in the plan year 2024 filing.
  • Uhy Savings Plan reported net income fell from $58M in the plan year 2023 filing to $48M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 364272852 · Uhy Advisors, Inc. PY 2024 · 401(k)

Uhy Savings Plan · $285M · 1,595 · 96th

  • EOY $285M
  • 5500 1,595
  • ASSETS 96th
  • PCT 401(k)
  • EIN near 3M Savings Plan
  • RANK ind #19499

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 Michigan →

Uhy Savings Plan in the asset neighbourhood

3M Savings Plan$285MUhy Savings Plan$285MPanera Bread Company 401(k) Retirement Savings PlanPanera Bread Company 401(k) …$285MArcfield Corporation 401(k) PlanArcfield Corporation 401(k) …$285MArcfield Corporation 401(k) PlanArcfield Corporation 401(k) …$285M
End-of-year total assets ($M) among Uhy Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$237M
Net Assets (End of Year)$285M
Net Income$48M
Employer EIN364272852
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uhy Advisors, Inc.)

Sponsor-wide plan assets over time

All Uhy Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$285M 59.077213847847766% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $179M $285M ▲ +59.1%
Year Plans Participants Total Assets
2022 1 1,029 $179M
2023 1 1,343 $237M
2024 1 1,595 $285M

Nearby 401(k) Plans in Michigan

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

Uhy Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Uhy Savings Plan, Total assets ($B): 0.28508154 · Participants: 1595Uhy Savings PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Uhy Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Uhy Savings Plan side-by-side with 3 peers →

Uhy Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is 3M Savings Plan in MN ($285M); by covered participants it is Harkins Administrative Services, Inc. 401(k) Profit Sharing Plan in AZ (1,595 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($285M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,595 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 Uhy Savings Plan assets move in 2024? ▼
Uhy Savings Plan grew sharply - up 20.3% during 2024, from $237M to $285M. Reported net income was $48M.
How have Uhy Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uhy Advisors, Inc.'s sponsor-wide assets grew 59.1%, from $179M to $285M.
Where does Uhy Savings Plan rank by assets among Form 5500 filers? ▼
Uhy Savings Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Uhy Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is 3M Savings Plan in MN ($285M, 1,663 participants).
Which 401(k) plans cover a similar participant headcount to Uhy Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Harkins Administrative Services, Inc. 401(k) Profit Sharing Plan in AZ (1,595 participants, $49M 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 364272852.

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.