ESOP · DOL Form 5500 · 2024

Uec Holdings, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
73
Participants Small participant base
59th
Percentile by assets National rank
$162,092
Avg per participant Above avg balance/head
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Official DOL plan name: Uec Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Uec Holdings, Inc. · Kentucky · Real Estate

$12M in assets, 73 participants

Uec Holdings, Inc.'s Uec Holdings, Inc. Employee Stock Ownership Plan reported $12M in total assets and 73 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,511 in Real Estate (4,605 peers)

Uec Holdings, Inc. multi-year trail

Uec Holdings, Inc.'s plans moved +133.5% in assets from 2022 to 2024; this filing shows Uec Holdings, Inc. Employee Stock Ownership Plan at $12M / 73 participants.

#3,511
in Real Estate (4,605 peers)
+49.2%
assets growth YoY

Uec Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Real Estate and all filers

Uec Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,832,698 Top 41% higher than 59% 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

Uec Holdings, Inc. Employee Stock Ownership 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. Uec Holdings, Inc. Employee Stock Ownership Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Uec Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Uec Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 832854715 · Uec Holdings, Inc. PY 2024 · ESOP

Uec Holdings, Inc. Employee Stock Ownership Plan · $12M · 73 · 59th

  • PHOTO $12M
  • PHOTO 73
  • PHOTO 59th
  • PHOTO ESOP
  • PHOTO near Stockgrowers State Bank Employee Stock Ownership Plan
  • PHOTO ind #3511

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 What is an ESOP? → · Plans in Kentucky →

Uec Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Corovan Corporation Employee Stock Ownership PlanCorovan Corporation Employee…$12MO & F Machine Products Company Employee Stock Ownership PlanO & F Machine Products Compa…$12MStockgrowers State Bank Employee Stock Ownership PlanStockgrowers State Bank Empl…$12MUec Holdings, Inc. Employee Stock Ownership PlanUec Holdings, Inc. Employee …$12MPrecision Metal Industries, Inc. ESOP 2012Precision Metal Industries, …$12M
End-of-year total assets ($M) among Uec Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Uec Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Uec Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 133.5117327198289% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $5.07M $11.8M ▲ +133.3%
Year Plans Participants Total Assets
2022 1 69 $5M
2023 1 73 $8M
2024 1 73 $12M

Uec Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$4M
Employer EIN832854715
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Kentucky

Peer ESOP plans, same state, same plan type, ranked by total assets.

Uec Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Uec Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.011832698 · Participants: 73Uec Holdings, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power Employee Stock Ownership Plan
Uec Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Uec Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Uec Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Stockgrowers State Bank Employee Stock Ownership Plan in KS ($12M); by covered participants it is The Peoples Bank of Ripley Employee Stock Ownership Plan in MS (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Uec Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Uec Holdings, Inc. Employee Stock Ownership Plan surged - up 49.2% during 2024, from $8M to $12M. Reported net income was $4M.
How have Uec Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uec Holdings, Inc.'s sponsor-wide assets grew 133.5%, from $5M to $12M.
Which ESOP plans are similar in size to Uec Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Stockgrowers State Bank Employee Stock Ownership Plan in KS ($12M, 38 participants).
Which ESOP plans cover a similar participant headcount to Uec Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Peoples Bank of Ripley Employee Stock Ownership Plan in MS (73 participants, $1M 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 832854715.

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.