401(k) · DOL Form 5500 · 2024

The United Distribution Group 401(k) Plan

Data updated 2026-08-11

$63M
Total assets
549
Participants
87th
Percentile by assets
$114,770
Avg per participant
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Official DOL plan name: The United Distribution Group 401(k) Plan · Sponsored by The United Distribution Group · Virginia · Wholesale Trade

$63M in assets, 549 participants

The United Distribution Group's The United Distribution Group 401(k) Plan reported $63M in total assets and 549 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 123,622 plans)
  • #5,343 in Wholesale Trade (6,080 peers)

Where The United Distribution Group 401(k) Plan sits by assets

The United Distribution Group 401(k) Plan sits in the top quartile of all filed plans by assets, $63M for 549 participants (~$114,770/participant), up 8.3% in 2024.

$63M
total plan assets (2024 EOY)
549
covered participants
87th
percentile by assets (of 123,622 plans)
$114,770
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The United Distribution Group 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The United Distribution Group 401(k) Plan end-of-year assets rose from $58M in the plan year 2023 filing to $63M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

The United Distribution Group 401(k) Plan vs the 2024 asset distribution

By assets, The United Distribution Group 401(k) Plan outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$63M
Net Income$5M
Employer EIN204686712
Plan Effective Date1999-09-22
Filing StatusFILING RECEIVED

Sponsor Plan History (The United Distribution Group)

$50M$55M$60M$65M 202220232024 $54.6M $63M ▲ +15.3%
Total plan assets by year, all The United Distribution Group plans on file
Year Plans Participants Total Assets
2022 1 477 $55M
2023 1 549 $58M
2024 1 549 $63M

Nearby 401(k) Plans in Virginia

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

The United Distribution Group 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

The United Distribution Group 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The United Distribut…Northrop Grumman Sav…401(k) Pension PlanGeneral Dynamics Cor…Capital One Financia…Leidos, Inc. Retirem…
The United Distribution Group 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The United Distribution Group 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did The United Distribution Group 401(k) Plan assets move in 2024?
The United Distribution Group 401(k) Plan grew at a solid clip - up 8.3% during 2024, from $58M to $63M. Reported net income was $5M.
How have The United Distribution Group plan assets changed over time?
Across 3 plan years on file (2022-2024), The United Distribution Group's sponsor-wide assets grew 15.3%, from $55M to $63M.
Where does The United Distribution Group 401(k) Plan rank by assets among Form 5500 filers?
The United Distribution Group 401(k) Plan ranks in the 87th 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 The United Distribution Group 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Atrion Corporation 401(k) Savings Plan in TX ($63M, 723 participants).

Next read for The United Distribution Group 401(k) Pla…

Scale reading

Ways to act on The United Distribution Group 401(k) Plan's numbers.

  • By total assets, The United Distribution Group 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
  • The United Distribution Group's sponsor-wide assets have grown 15.3% since 2022 across 3 plan years on file. More Wholesale Trade plans