401(k) · DOL Form 5500 · 2024
The United Distribution Group 401(k) Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 549
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $114,770
- Avg per participant Below avg balance/head
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.
- #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.
- #5,343
- in Wholesale Trade (6,080 peers)
- +8.3%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
The United Distribution Group 401(k) Plan's outsized position by total assets
The United Distribution Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$63,008,484 Top 13% higher than 87% 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
The United Distribution Group 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. The United Distribution Group 401(k) Plan sits mid-pack in the medium band (549 participants).
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.
Plan-year Form 5500 strip
Filing strip 204686712 · The United Distribution Group PY 2024 · 401(k)
The United Distribution Group 401(k) Plan · $63M · 549 · 87th
- ASSETS $63M
- PCT 549
- EIN 87th
- RANK 401(k)
- PHOTO near Atrion Corporation 401(k) Savings Plan
- IND ind #5343
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 Wholesale Trade retirement plans → · Plans in Virginia →
The United Distribution Group 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $5M |
| Employer EIN | 204686712 |
| Plan Effective Date | 1999-09-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The United Distribution Group)
Sponsor-wide plan assets over time
All The United Distribution Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 15.31255009930185% vs 2022
- 2024 filing year
| 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.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
The United Distribution Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Atrion Corporation 401(k) Savings Plan in TX ($63M); by covered participants it is Sobi, Inc 401(k) Retirement Plan in MA (549 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- Atrion Corporation 401(k) Savings Plan (TX) $63M · 723
- Maternohio 401(k) Profit Sharing Plan and Trust (OH) $63M · 126
- Gray & Son, Inc. 401(k) Profit Sharing Plan (MD) $63M · 354
- Arcata Associates, Inc. 401(k) Plan (NV) $63M · 349
Similar participant headcount
Nearest other-state filings by covered participants (549 participants); asset peers above are excluded.
- Sobi, Inc 401(k) Retirement Plan (MA) 549 · 0 off
- Citadel Retirement Plan (PA) 549 · 0 off
- Flash 401(k) Plan (TX) 549 · 0 off
- Nixon Uniform Service, Inc. Retirement Savings Plan (DE) 549 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.