401(k) · DOL Form 5500 · 2024

Universal City Development Partners, Ltd Universal Orlando 401(k) Plan

Data updated 2026-08-25

$834M
Total assets Above avg plan size
21,662
Participants Very large workforce
98th
Percentile by assets National rank
$38,498
Avg per participant Low balance/head
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Official DOL plan name: Universal Orlando 401(k) Retirement Plan · Sponsored by Universal City Development Partners, Ltd Universal Orlando · Florida · Arts, Entertainment & Recreation

$834M in assets, 21,662 participants

Universal City Development Partners, Ltd Universal Orlando's Universal Orlando 401(k) Retirement Plan reported $834M in total assets and 21,662 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #2,907 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Florida

Universal Orlando 401(k) Retirement Plan covers 21,662 participants in Florida, 34x the typical Florida plan (state average ~628 per filing). Assets: $834M.

#2,907
in Arts, Entertainment & Recreation (2,921 peers)
+26.1%
assets growth YoY
8.4×
vs typical plan assets (national mean)

Universal Orlando 401(k) Retirement Plan's outsized position by total assets

Universal Orlando 401(k) Retirement Plan vs every filed plan by assets

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

$833,936,085 Top 2% higher than 98% 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 Orlando 401(k) Retirement Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Universal Orlando 401(k) Retirement Plan is a mega filing (21,662 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Universal Orlando 401(k) Retirement Plan end-of-year assets rose from $661M in the plan year 2023 filing to $834M in the plan year 2024 filing.
  • Universal Orlando 401(k) Retirement Plan reported net income rose from $149M in the plan year 2023 filing to $173M in the plan year 2024 filing.
  • Universal Orlando 401(k) Retirement Plan reported participants rose from 19,075 in the plan year 2023 filing to 21,662 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 593128514 · Universal City Development Partners, Ltd Universal Orlando PY 2024 · 401(k)

Universal Orlando 401(k) Retirement Plan · $834M · 21,662 · 98th

  • IND $834M
  • IND 21,662
  • IND 98th
  • IND 401(k)
  • IND near Oge Energy Corp. Employees' Stock Ownership and Retirement Savings Plan
  • IND ind #2907

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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →

Universal Orlando 401(k) Retirement Plan in the asset neighbourhood

Netjets Inc. 401(k) Plan$836MTriumph Group, Inc. 401(k) PlanTriumph Group, Inc. 401(k) P…$835MAmsted Industries Employees Capital Accumulation PlanAmsted Industries Employees …$835MOge Energy Corp. Employees' Stock Ownership and Retirement Savings PlanOge Energy Corp. Employees' …$834MUniversal Orlando 401(k) Retirement PlanUniversal Orlando 401(k) Ret…$834M
End-of-year total assets ($M) among Universal Orlando 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$661M
Net Assets (End of Year)$834M
Net Income$173M
Employer EIN593128514
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Universal City Development Partners, Ltd Universal Orlando)

Sponsor-wide plan assets over time

All Universal City Development Partners, Ltd Universal Orlando plans reported in each filing year

Latest sponsor-wide plan assets
$834M 62.689920484942704% vs 2022
2024 filing year
$400M$500M$600M$700M$800M$900M 202220232024 $513M $834M ▲ +62.7%
Year Plans Participants Total Assets
2022 1 15,871 $513M
2023 1 19,075 $661M
2024 1 21,662 $834M

Nearby 401(k) Plans in Florida

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

Universal Orlando 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. 0100000200000300000400000 05101520 Total assets ($B) Participants Universal Orlando 401(k) Retirement Plan, Total assets ($B): 0.833936085 · Participants: 21662Universal Orlando 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Universal Orlando 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Universal Orlando 401(k) Retirement Plan side-by-side with 3 peers →

Scale composition for Universal Orlando 401(k) Retirement Plan

Universal Orlando 401(k) Retirement Plan reports $834M in end-of-year assets across 21,662 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.023% of 93,925,755 covered participants) - about $38,498 per participant (28% of the national average assets-per-participant) . Net income for plan year 2024 was $173M.

This plan identity (EIN 593128514, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $513M to $834M (+62.7%) while covered participants moved from 15,871 to 21,662 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 15,871 $513M Open filing
2023 19,075 $661M Open filing
2024 · index core 21,662 $834M This page

Universal Orlando 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Oge Energy Corp. Employees' Stock Ownership and Retirement Savings Plan in OK ($834M); by covered participants it is Bricklayers and Trowel Trades Int'l Retirement Savings Plan in DC (21,644 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($834M here).

Similar participant headcount

Nearest other-state filings by covered participants (21,662 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 Orlando 401(k) Retirement Plan assets move in 2024? ▼
Universal Orlando 401(k) Retirement Plan grew sharply - up 26.1% during 2024, from $661M to $834M. Reported net income was $173M.
How have Universal City Development Partners, Ltd Universal Orlando plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Universal City Development Partners, Ltd Universal Orlando's sponsor-wide assets grew 62.7%, from $513M to $834M.
Where does Universal Orlando 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Universal Orlando 401(k) Retirement Plan ranks in the 98th 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 Universal Orlando 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oge Energy Corp. Employees' Stock Ownership and Retirement Savings Plan in OK ($834M, 2,378 participants).
Which 401(k) plans cover a similar participant headcount to Universal Orlando 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bricklayers and Trowel Trades Int'l Retirement Savings Plan in DC (21,644 participants, $265M 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 593128514.

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.