401(k) · DOL Form 5500 · 2024

Umc Group (USA) 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size: 61
Participants Small participant base: 83rd
Percentile by assets National rank: $716,007
Avg per participant High balance/head

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Official DOL plan name: Umc 401(k) Plan · Sponsored by Umc Group (USA) · California · Manufacturing

$44M in assets, 61 participants

Umc Group (USA)'s Umc 401(k) Plan reported $44M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

#13,414 in Manufacturing (17,777 peers)

Where Umc 401(k) Plan sits by assets

Umc 401(k) Plan sits in the top quartile of all filed plans by assets, $44M for 61 participants (~$716,007/participant), up 17.0% in 2024.

#13,414
in Manufacturing (17,777 peers): +17.0%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

Umc 401(k) Plan's outsized position by total assets

Umc 401(k) Plan vs every filed plan by assets

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

$43,676,401 Top 17% higher than 83% 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

Umc 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. Umc 401(k) Plan is a small filing (61 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%)

Umc 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Umc 401(k) Plan end-of-year assets rose from $37M in the plan year 2023 filing to $44M in the plan year 2024 filing.
Umc 401(k) Plan reported participants rose from 56 in the plan year 2023 filing to 61 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 770468157 · Umc Group (USA) PY 2024 · 401(k)

Umc 401(k) Plan · $44M · 61 · 83rd

SCH $44M
SCH 61
SCH 83rd
SCH 401(k)
SCH near First Western Bank & Trust 401(k)
SCH ind #13414

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 Manufacturing retirement plans → · Plans in California →

End-of-year total assets ($M) among Umc 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)	$37M
Net Assets (End of Year)	$44M
Net Income	$6M
Employer EIN	770468157
Plan Effective Date	1998-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Umc Group (USA))

Latest sponsor-wide plan assets: $44M 32.38374420383151% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	56	$33M
2023	1	56	$37M
2024	1	61	$44M

Nearby 401(k) Plans in California

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

Umc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Umc 401(k) Plan side-by-side with 3 peers →

Umc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is First Western Bank & Trust 401(k) in ND ($44M); by covered participants it is Dynamic Design Solutions 401(k) Plan in NC (61 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

First Western Bank & Trust 401(k) (ND) $44M · 302
Dcg One, LLC Retirement Savings Plan (WA) $44M · 452
403(b) Thrift Plan for Employees of Ben Archer Health Center, Inc. (NM) $44M · 395
F. a. Davis Company 401(k) Savings Plan (PA) $44M · 152

Similar participant headcount

Nearest other-state filings by covered participants (61 participants); asset peers above are excluded.

Dynamic Design Solutions 401(k) Plan (NC) 61 · 0 off
Open Sky Wilderness 401(k) Plan (CO) 61 · 0 off
Kentland Bank Employees' Savings & Profit Sharing Plan (IN) 61 · 0 off
Banner County Ban Corporation Employee Stock Ownership Plan & Trust (NE) 61 · 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 Umc 401(k) Plan assets move in 2024? ▼

Umc 401(k) Plan grew sharply - up 17.0% during 2024, from $37M to $44M. Reported net income was $6M.

How have Umc Group (USA) plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Umc Group (USA)'s sponsor-wide assets grew 32.4%, from $33M to $44M.

Where does Umc 401(k) Plan rank by assets among Form 5500 filers? ▼

Umc 401(k) Plan ranks in the 83rd 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 Umc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is First Western Bank & Trust 401(k) in ND ($44M, 302 participants).

Which 401(k) plans cover a similar participant headcount to Umc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Dynamic Design Solutions 401(k) Plan in NC (61 participants, N/A 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 770468157.