401(k) · DOL Form 5500 · 2024
Udr, Inc. and Its Affiliated Companies 401(k) Plan
Data updated 2026-08-25
- $114M
- Total assets Near avg plan size
- 1,226
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $92,969
- Avg per participant Below avg balance/head
Official DOL plan name: Udr, Inc. 401(k) Plan · Sponsored by Udr, Inc. and Its Affiliated Companies · Colorado · Real Estate
$114M in assets, 1,226 participants
Udr, Inc. and Its Affiliated Companies's Udr, Inc. 401(k) Plan reported $114M in total assets and 1,226 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #4,482 in Real Estate (4,605 peers)
Coverage in Colorado
Udr, Inc. 401(k) Plan covers 1,226 participants in Colorado, 3.3x the typical Colorado plan (state average ~376 per filing). Assets: $114M.
- #4,482
- in Real Estate (4,605 peers)
- +18.4%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Udr, Inc. 401(k) Plan's outsized position by total assets
Udr, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$113,980,006 Top 9% higher than 91% 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
Udr, Inc. 401(k) 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. Udr, Inc. 401(k) Plan lands in the large band (1,226 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Udr, Inc. 401(k) Plan end-of-year assets rose from $96M in the plan year 2023 filing to $114M in the plan year 2024 filing.
- Udr, Inc. 401(k) Plan reported net income fell from $20M in the plan year 2023 filing to $18M in the plan year 2024 filing.
DOL schedule card
Filing strip 540857512 · Udr, Inc. and Its Affiliated Companies PY 2024 · 401(k)
Udr, Inc. 401(k) Plan · $114M · 1,226 · 91st
- PHOTO $114M
- PHOTO 1,226
- PHOTO 91st
- PHOTO 401(k)
- PHOTO near Solv Energy 401(k) Plan
- PHOTO ind #4482
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 Real Estate retirement plans → · Plans in Colorado →
Udr, Inc. 401(k) Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $96M |
|---|---|
| Net Assets (End of Year) | $114M |
| Net Income | $18M |
| Employer EIN | 540857512 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Udr, Inc. and Its Affiliated Companies)
Sponsor-wide plan assets over time
All Udr, Inc. and Its Affiliated Companies plans reported in each filing year
- Latest sponsor-wide plan assets
- $114M 49.65245916344621% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,119 | $76M |
| 2023 | 1 | 1,218 | $96M |
| 2024 | 1 | 1,226 | $114M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Udr, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Solv Energy 401(k) Plan in CA ($114M); by covered participants it is Norm's 401(k) Plan in CA (1,226 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($114M here).
- Solv Energy 401(k) Plan (CA) $114M · 987
- Grand Itasca Clinic & Hospital 401(k) Plan and Trust (MN) $114M · 741
- Southeast Alaska Regional Health Consortium (Searhc) 401(k) Plan (AK) $114M · 1,018
- Commonwealth Rolled Products, Inc. Hourly 401(k) Plan (OH) $114M · 774
Similar participant headcount
Nearest other-state filings by covered participants (1,226 participants); asset peers above are excluded.
- Norm's 401(k) Plan (CA) 1,226 · 0 off
- Cornerstone Ondemand Inc. 401(k) Profit Sharing Plan (CA) 1,226 · 0 off
- Eshares, Inc. 401(k) Plan (CA) 1,226 · 0 off
- Abc of Delaware 401(k) Plan (DE) 1,226 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.