401(k) · DOL Form 5500 · 2024

Umg Recordings, Inc. 401(k) Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
3,602
Participants Above avg headcount
99th
Percentile by assets National rank
$388,556
Avg per participant High balance/head
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Official DOL plan name: Universal Music Group 401(k) Plan · Sponsored by Umg Recordings, Inc. · California · Information & Media

$1.4B in assets, 3,602 participants

Umg Recordings, Inc.'s Universal Music Group 401(k) Plan reported $1.4B in total assets and 3,602 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #2,754 in Information & Media (2,822 peers)

Coverage in California

Universal Music Group 401(k) Plan covers 3,602 participants in California, 5.7x the typical California plan (state average ~630 per filing). Assets: $1.4B.

#2,754
in Information & Media (2,822 peers)
+11.5%
assets growth YoY
14×
vs typical plan assets (national mean)

Universal Music Group 401(k) Plan's outsized position by total assets

Universal Music Group 401(k) Plan vs every filed plan by assets

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

$1,399,577,213 Top 1% higher than 99% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Universal Music Group 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Universal Music Group 401(k) Plan lands in the large band (3,602 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Universal Music Group 401(k) Plan reported net income fell from $214M in the plan year 2023 filing to $144M in the plan year 2024 filing.
  • Universal Music Group 401(k) Plan end-of-year assets rose from $1.3B in the plan year 2023 filing to $1.4B in the plan year 2024 filing.
  • Universal Music Group 401(k) Plan reported participants rose from 3,539 in the plan year 2023 filing to 3,602 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 132613071 · Umg Recordings, Inc. PY 2024 · 401(k)

Universal Music Group 401(k) Plan · $1.4B · 3,602 · 99th

  • BOY $1.4B
  • BOY 3,602
  • BOY 99th
  • BOY 401(k)
  • BOY near Ineos Retirement Savings Plan
  • BOY ind #2754

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 Information & Media retirement plans → · Plans in California →

Universal Music Group 401(k) Plan in the asset neighbourhood

Universal Music Group 401(k) PlanUniversal Music Group 401(k)…$1.4BIneos Retirement Savings Plan$1.4BG & a Partners Multiple Employer 401(k) PlanG & a Partners Multiple Empl…$1.4BSequoia One 401(k) Plan$1.4BIngersoll Rand Retirement Savings PlanIngersoll Rand Retirement Sa…$1.4B
End-of-year total assets ($B) among Universal Music Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$1.3B
Net Assets (End of Year)$1.4B
Net Income$144M
Employer EIN132613071
Plan Effective Date1985-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Umg Recordings, Inc.)

Sponsor-wide plan assets over time

All Umg Recordings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 34.4219794056508% vs 2022
2024 filing year
$1B$1.2B$1.4B$1.6B 202220232024 $1.04B $1.4B ▲ +34.6%
Year Plans Participants Total Assets
2022 1 3,338 $1.0B
2023 1 3,539 $1.3B
2024 1 3,602 $1.4B

Nearby 401(k) Plans in California

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

Universal Music Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Universal Music Group 401(k) Plan, Total assets ($B): 1.399577213 · Participants: 3602Universal Music Group 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Universal Music Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Universal Music Group 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Ineos Retirement Savings Plan in TX ($1.4B); by covered participants it is Millennium Physician Group 401(k) Plan & Trust in FL (3,604 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (3,602 participants); asset peers above are excluded.

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 Universal Music Group 401(k) Plan assets move in 2024? ▼
Universal Music Group 401(k) Plan grew at a solid clip - up 11.5% during 2024, from $1.3B to $1.4B. Reported net income was $144M.
How have Umg Recordings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umg Recordings, Inc.'s sponsor-wide assets grew 34.4%, from $1.0B to $1.4B.
Where does Universal Music Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Universal Music Group 401(k) Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Universal Music Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ineos Retirement Savings Plan in TX ($1.4B, 4,798 participants).
Which 401(k) plans cover a similar participant headcount to Universal Music Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Millennium Physician Group 401(k) Plan & Trust in FL (3,604 participants, $37M 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 132613071.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.