401(k) · DOL Form 5500 · 2024
Universal Instruments Corporation 401(k) Plan
Data updated 2026-08-25
- $116M
- Total assets Near avg plan size
- 311
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $373,956
- Avg per participant High balance/head
Official DOL plan name: Cba Retirement Savings Plan · Sponsored by Universal Instruments Corporation · New York · Manufacturing
$116M in assets, 311 participants
Universal Instruments Corporation's Cba Retirement Savings Plan reported $116M in total assets and 311 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #15,523 in Manufacturing (17,777 peers)
Coverage in New York
Cba Retirement Savings Plan covers 311 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $116M.
- #15,523
- in Manufacturing (17,777 peers)
- -1.4%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cba Retirement Savings Plan's outsized position by total assets
Cba Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$116,300,293 Top 9% higher than 91% 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
Cba Retirement Savings 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. Cba Retirement Savings Plan sits mid-pack in the medium band (311 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cba Retirement Savings Plan reported net income fell from $5M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Cba Retirement Savings Plan reported participants fell from 331 in the plan year 2023 filing to 311 in the plan year 2024 filing.
- Cba Retirement Savings Plan end-of-year assets fell from $118M in the plan year 2023 filing to $116M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 161406305 · Universal Instruments Corporation PY 2024 · 401(k)
Cba Retirement Savings Plan · $116M · 311 · 91st
- TYPE $116M
- NET 311
- BOOK 91st
- VS-ST 401(k)
- BOY near John Hancock Savings and Investment Plan
- SCH ind #15523
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 New York →
Cba Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $118M |
|---|---|
| Net Assets (End of Year) | $116M |
| Net Income | -$2M |
| Employer EIN | 161406305 |
| Plan Effective Date | 2006-11-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Universal Instruments Corporation)
Sponsor-wide plan assets over time
All Universal Instruments Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $116M 2.650759869673582% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 342 | $113M |
| 2023 | 1 | 331 | $118M |
| 2024 | 1 | 311 | $116M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Cba Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is John Hancock Savings and Investment Plan in MA ($116M); by covered participants it is Syscom, Inc. 401(k) Plan in CO (311 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($116M here).
Similar participant headcount
Nearest other-state filings by covered participants (311 participants); asset peers above are excluded.
- Syscom, Inc. 401(k) Plan (CO) 311 · 0 off
- La Jolla Institute for Immunology Retirement Savings Plan (CA) 311 · 0 off
- Grant Aviation, Inc. 401(k) Profit Sharing Plan (AK) 311 · 0 off
- Coleman Oil Company 401(k) Plan (ID) 311 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.