401(k) · DOL Form 5500 · 2024
Uvp Management, LLC 401(k) Plan
Data updated 2026-08-25
- $93M
- Total assets Below avg plan size
- 1,438
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $64,343
- Avg per participant Low balance/head
Official DOL plan name: Uvp Management, LLC 401(k) Profit Sharing Plan · Sponsored by Uvp Management, LLC · Texas · Healthcare & Social Assistance
$93M in assets, 1,438 participants
Uvp Management, LLC's Uvp Management, LLC 401(k) Profit Sharing Plan reported $93M in total assets and 1,438 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #15,414 in Healthcare & Social Assistance (16,916 peers)
Coverage in Texas
Uvp Management, LLC 401(k) Profit Sharing Plan covers 1,438 participants in Texas, 2.1x the typical Texas plan (state average ~688 per filing). Assets: $93M.
- #15,414
- in Healthcare & Social Assistance (16,916 peers)
- +21.2%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Uvp Management, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Uvp Management, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$92,524,560 Top 10% higher than 90% 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
Uvp Management, LLC 401(k) Profit Sharing 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. Uvp Management, LLC 401(k) Profit Sharing Plan lands in the large band (1,438 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Uvp Management, LLC 401(k) Profit Sharing Plan reported participants rose from 1,035 in the plan year 2023 filing to 1,438 in the plan year 2024 filing.
- Uvp Management, LLC 401(k) Profit Sharing Plan reported net income fell from $24M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Uvp Management, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $76M in the plan year 2023 filing to $93M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 814935409 · Uvp Management, LLC PY 2024 · 401(k)
Uvp Management, LLC 401(k) Profit Sharing Plan · $93M · 1,438 · 90th
- NET $93M
- BOOK 1,438
- VS-ST 90th
- BOY 401(k)
- SCH near Rochester Regional Health 401(k) Defined Contribution Plan
- EBSA ind #15414
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 Healthcare & Social Assistance retirement plans → · Plans in Texas →
Uvp Management, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $93M |
| Net Income | $16M |
| Employer EIN | 814935409 |
| Plan Effective Date | 2000-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Uvp Management, LLC)
Sponsor-wide plan assets over time
All Uvp Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $93M 77.30043158225018% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 766 | $52M |
| 2023 | 1 | 1,035 | $76M |
| 2024 | 1 | 1,438 | $93M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Uvp Management, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Rochester Regional Health 401(k) Defined Contribution Plan in NY ($93M); by covered participants it is Manatts, Inc. and Affiliated Companies 401(k) Retirement Plan in IA (1,438 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($93M here).
- Rochester Regional Health 401(k) Defined Contribution Plan (NY) $93M · 1,946
- Everbridge, Inc. 401(k) Profit Sharing Plan & Trust (VA) $93M · 824
- Intrado 401(k) Plan (CO) $92M · 842
- Central Processing Corp. Retirement Plan (WI) $93M · 1,480
Similar participant headcount
Nearest other-state filings by covered participants (1,438 participants); asset peers above are excluded.
- Manatts, Inc. and Affiliated Companies 401(k) Retirement Plan (IA) 1,438 · 0 off
- Unitek 401(k) Plan (CA) 1,438 · 0 off
- Maplewood Senior Living Retirement Plan (CT) 1,438 · 0 off
- Meduit, LLC 401(k) Retirement Plan (NC) 1,439 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.