401(k) · DOL Form 5500 · 2024
Uncle G's Management Corp 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 1,914
- Participants Near avg headcount
- 37th
- Percentile by assets National rank
- $1,965
- Avg per participant Low balance/head
Official DOL plan name: Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust · Sponsored by Uncle G's Management Corp · New York · Retail Trade
$4M in assets, 1,914 participants
Uncle G's Management Corp's Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 1,914 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #3,910 in Retail Trade (8,048 peers)
Coverage in New York
Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust covers 1,914 participants in New York, 2.4x the typical New York plan (state average ~798 per filing). Assets: $4M.
- #3,910
- in Retail Trade (8,048 peers)
- +20.6%
- assets growth YoY
Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Retail Trade and all filers
Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,760,840 37th percentile higher than 37% 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
Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust'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. Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust lands in the large band (1,914 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust reported net income fell from $1M in the plan year 2023 filing to $635K in the plan year 2024 filing.
- Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust reported participants rose from 1,485 in the plan year 2023 filing to 1,914 in the plan year 2024 filing.
- Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 331139669 · Uncle G's Management Corp PY 2024 · 401(k)
Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust · $4M · 1,914 · 37th
- PCT $4M
- PCT 1,914
- PCT 37th
- PCT 401(k)
- PCT near Aq Transformer Solutions Inc.
- PCT ind #3910
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 Retail Trade retirement plans → · Plans in New York →
Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $635K |
| Employer EIN | 331139669 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Uncle G's Management Corp)
Sponsor-wide plan assets over time
All Uncle G's Management Corp plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 74.68392059230634% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,532 | $2M |
| 2023 | 1 | 1,485 | $3M |
| 2024 | 1 | 1,914 | $4M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Uncle G's Management Corp 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Aq Transformer Solutions Inc. in OH ($4M); by covered participants it is Teradata Savings Plan in CA (1,914 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,914 participants); asset peers above are excluded.
- Teradata Savings Plan (CA) 1,914 · 0 off
- Teamsters Local 830 Retirement Savings Plan (PA) 1,914 · 0 off
- Workrise Technologies, Inc. 401(k) Plan (TX) 1,913 · 1 off
- Weisiger Group 401(k) Plan (NC) 1,915 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.