401(k) · DOL Form 5500 · 2024

Umh Properties, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
473
Participants Below avg headcount
79th
Percentile by assets National rank
$72,276
Avg per participant Below avg balance/head
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Official DOL plan name: Umh Properties, Inc. 401(k) Plan · Sponsored by Umh Properties, Inc. · New Jersey · Real Estate

$34M in assets, 473 participants

Umh Properties, Inc.'s Umh Properties, Inc. 401(k) Plan reported $34M in total assets and 473 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,166 in Real Estate (4,605 peers)

Where Umh Properties, Inc. 401(k) Plan sits by assets

Umh Properties, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $34M for 473 participants (~$72,276/participant), up 24.3% in 2024.

#4,166
in Real Estate (4,605 peers)
+24.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Umh Properties, Inc. 401(k) Plan's outsized position by total assets

Umh Properties, Inc. 401(k) Plan vs every filed plan by assets

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

$34,186,343 Top 21% higher than 79% 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

Umh Properties, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Umh Properties, Inc. 401(k) Plan sits mid-pack in the medium band (473 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Umh Properties, Inc. 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Umh Properties, Inc. 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Umh Properties, Inc. 401(k) Plan reported participants rose from 434 in the plan year 2023 filing to 473 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 221890929 · Umh Properties, Inc. PY 2024 · 401(k)

Umh Properties, Inc. 401(k) Plan · $34M · 473 · 79th

  • TYPE $34M
  • NET 473
  • BOOK 79th
  • VS-ST 401(k)
  • BOY near Agrana Fruit US, Inc. 401(k) Profit Sharing Plan
  • SCH ind #4166

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 New Jersey →

Umh Properties, Inc. 401(k) Plan in the asset neighbourhood

Umh Properties, Inc. 401(k) PlanUmh Properties, Inc. 401(k) …$34MAgrana Fruit US, Inc. 401(k) Profit Sharing PlanAgrana Fruit US, Inc. 401(k)…$34MCharlesbank Capital Partners, LLC Profit Sharing/401(k) PlanCharlesbank Capital Partners…$34MHome Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction PlanHome Buyers Warranty Corpora…$34MEagle Mine LLC 401(k) Plan$34M
End-of-year total assets ($M) among Umh Properties, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$34M
Net Income$7M
Employer EIN221890929
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Umh Properties, Inc.)

Sponsor-wide plan assets over time

All Umh Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 42.465884438765016% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24M $34.2M ▲ +42.5%
Year Plans Participants Total Assets
2022 1 423 $24M
2023 1 434 $28M
2024 1 473 $34M

Nearby 401(k) Plans in New Jersey

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

Umh Properties, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Umh Properties, Inc. 401(k) Plan, Total assets ($B): 0.034186343 · Participants: 473Umh Properties, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Umh Properties, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Umh Properties, Inc. 401(k) Plan side-by-side with 3 peers →

Umh Properties, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Agrana Fruit US, Inc. 401(k) Profit Sharing Plan in OH ($34M); by covered participants it is Levi Ray & Shoup 401(k) Matching Contribution Plan in IL (473 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (473 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 Umh Properties, Inc. 401(k) Plan assets move in 2024? ▼
Umh Properties, Inc. 401(k) Plan grew sharply - up 24.3% during 2024, from $28M to $34M. Reported net income was $7M.
How have Umh Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umh Properties, Inc.'s sponsor-wide assets grew 42.5%, from $24M to $34M.
Where does Umh Properties, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Umh Properties, Inc. 401(k) Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Umh Properties, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Agrana Fruit US, Inc. 401(k) Profit Sharing Plan in OH ($34M, 384 participants).
Which 401(k) plans cover a similar participant headcount to Umh Properties, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Levi Ray & Shoup 401(k) Matching Contribution Plan in IL (473 participants, $165M 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 221890929.

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.