401(k) · DOL Form 5500 · 2024
United Cerebral Palsy of Southern Arizona Inc 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 779
- Participants Near avg headcount
- 29th
- Percentile by assets National rank
- $2,463
- Avg per participant Low balance/head
Official DOL plan name: United Cerebral Palsy of Southern Arizona Inc 401(k) Profit Sharing Plan and Trust · Sponsored by United Cerebral Palsy of Southern Arizona Inc · Arizona · Professional & Technical Services
$2M in assets, 779 participants
United Cerebral Palsy of Southern Arizona Inc's United Cerebral Palsy of Southern Arizona Inc 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 779 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #4,977 in Professional & Technical Services (20,173 peers)
United Cerebral Palsy of Southern Arizona Inc multi-year trail
United Cerebral Palsy of Southern Arizona Inc's plans moved +294.6% in assets from 2022 to 2024; this filing shows United Cerebral Palsy of Southern Arizona Inc 401(k) Profit Sharing Plan and Trust at $2M / 779 participants.
- #4,977
- in Professional & Technical Services (20,173 peers)
- +78.4%
- assets growth YoY
United Cerebral Palsy of Southern Arizona Inc 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets
United Cerebral Palsy of Southern Arizona Inc 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,918,874 29th percentile higher than 29% 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
United Cerebral Palsy of Southern Arizona Inc 401(k) Profit Sharing Plan and Trust 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. United Cerebral Palsy of Southern Arizona Inc 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (779 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2024
- United Cerebral Palsy of Southern Arizona Inc 401(k) Profit Sharing Plan and Trust reported net income rose from $208K in the plan year 2022 filing to $843K in the plan year 2024 filing.
- United Cerebral Palsy of Southern Arizona Inc 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $486K in the plan year 2022 filing to $2M in the plan year 2024 filing.
- United Cerebral Palsy of Southern Arizona Inc 401(k) Profit Sharing Plan and Trust reported participants rose from 503 in the plan year 2022 filing to 779 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 860416461 · United Cerebral Palsy of Southern Arizona Inc PY 2024 · 401(k)
United Cerebral Palsy of Southern Arizona Inc 401(k) Profit Sharing Plan and Trust · $2M · 779 · 29th
- IND $2M
- EOY 779
- 5500 29th
- ASSETS 401(k)
- PCT near Bungalow Living, Inc. 401(k) Plan
- EIN ind #4977
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 Arizona →
United Cerebral Palsy of Southern Arizona Inc 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
United Cerebral Palsy of Southern Arizona Inc multi-year asset trail
Sponsor-wide plan assets over time
All United Cerebral Palsy of Southern Arizona Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 294.5929606080297% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 503 | $486K |
| 2024 | 1 | 779 | $2M |
United Cerebral Palsy of Southern Arizona Inc filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $843K |
| Employer EIN | 860416461 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
United Cerebral Palsy of Southern Arizona Inc 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Bungalow Living, Inc. 401(k) Plan in FL ($2M); by covered participants it is Parksite 401(k) Plan in IL (779 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (779 participants); asset peers above are excluded.
- Parksite 401(k) Plan (IL) 779 · 0 off
- Flintco, LLC Savings Plus Plan (OK) 779 · 0 off
- Nino Salvaggio International Marketplace Retirement Savings Plan (MI) 779 · 0 off
- Ark-La-Tex Financial Services, LLC 401(k) Plan (TX) 779 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.