401(k) · DOL Form 5500 · 2024

Utg, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 86
Participants Small participant base: 48th
Percentile by assets National rank: $78,782
Avg per participant Below avg balance/head

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Official DOL plan name: Utg, Inc. 401(k) Plan · Sponsored by Utg, Inc. · Kentucky · Finance & Insurance

$7M in assets, 86 participants

Utg, Inc.'s Utg, Inc. 401(k) Plan reported $7M in total assets and 86 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

#2,786 in Finance & Insurance (8,549 peers)

Utg, Inc. multi-year trail

Utg, Inc.'s plans moved +26.7% in assets from 2022 to 2024; this filing shows Utg, Inc. 401(k) Plan at $7M / 86 participants.

#2,786
in Finance & Insurance (8,549 peers): +24.0%
assets growth YoY

Utg, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$6,775,234 48th percentile higher than 48% 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

Utg, Inc. 401(k) 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. Utg, Inc. 401(k) Plan is a small filing (86 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Utg, Inc. 401(k) Plan reported net income rose from $115K in the plan year 2023 filing to $1M in the plan year 2024 filing.
Utg, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Utg, Inc. 401(k) Plan reported participants rose from 84 in the plan year 2023 filing to 86 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 202907892 · Utg, Inc. PY 2024 · 401(k)

Utg, Inc. 401(k) Plan · $7M · 86 · 48th

VS-ST $7M
VS-ST 86
VS-ST 48th
VS-ST 401(k)
VS-ST near Briefing.Com, Inc. 401(k) Plan
VS-ST ind #2786

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 Finance & Insurance retirement plans → · Plans in Kentucky →

End-of-year total assets ($M) among Utg, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utg, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $7M 26.673225402124523% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	78	$5M
2023	1	84	$5M
2024	1	86	$7M

Utg, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$7M
Net Income	$1M
Employer EIN	202907892
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Utg, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
Humana Retirement Savings Plan $7.7B · 45,706
UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
Scionhealth 401(k) Plan $1.3B · 23,753
Lexmark Savings Plan $1.2B · 1,919

Compare Utg, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Briefing.Com, Inc. 401(k) Plan in IL ($7M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (86 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Briefing.Com, Inc. 401(k) Plan (IL) $7M · 22
Accu Reference Medical Lab LLC 401(k) Profit Sharing Plan and T (NJ) $7M · 835
The F B Heron Foundation 401(k) Savings Plan (CT) $7M · 7
Practicepanther 401(k) Plan (FL) $7M · 141

Similar participant headcount

Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.

Vaughn Electric Company,Inc. 401(k) Plan (TN) 86 · 0 off
Visionweb 401(k) Plan (TX) 86 · 0 off
Timberline Homes, Inc. Employee Savings & Profit Sharing Plan (AL) 86 · 0 off
Aq Transformer Solutions Inc. (OH) 86 · 0 off

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 Utg, Inc. 401(k) Plan assets move in 2024? ▼

Utg, Inc. 401(k) Plan grew sharply - up 24.0% during 2024, from $5M to $7M. Reported net income was $1M.

How have Utg, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Utg, Inc.'s sponsor-wide assets grew 26.7%, from $5M to $7M.

Which 401(k) plans are similar in size to Utg, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Briefing.Com, Inc. 401(k) Plan in IL ($7M, 22 participants).

Which 401(k) plans cover a similar participant headcount to Utg, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (86 participants, $6M 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 202907892.