401(k) · DOL Form 5500 · 2024

Board of Trustees of the Ugsao Retirement Plan 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
2,306
Participants Above avg headcount
77th
Percentile by assets National rank
$12,786
Avg per participant Low balance/head
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Official DOL plan name: Ugsoa Retirement Plan · Sponsored by Board of Trustees of the Ugsao Retirement Plan · Massachusetts · Finance & Insurance

$29M in assets, 2,306 participants

Board of Trustees of the Ugsao Retirement Plan's Ugsoa Retirement Plan reported $29M in total assets and 2,306 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,499 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Ugsoa Retirement Plan covers 2,306 participants in Massachusetts, 3.5x the typical Massachusetts plan (state average ~659 per filing). Assets: $29M.

#5,499
in Finance & Insurance (8,549 peers)
+5.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ugsoa Retirement Plan's outsized position by total assets

Ugsoa Retirement Plan vs every filed plan by assets

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

$29,484,211 Top 23% higher than 77% 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

Ugsoa Retirement 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. Ugsoa Retirement Plan lands in the large band (2,306 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ugsoa Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Ugsoa Retirement Plan reported participants rose from 1,752 in the plan year 2023 filing to 2,306 in the plan year 2024 filing.
  • Ugsoa Retirement Plan end-of-year assets rose from $28M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 464857037 · Board of Trustees of the Ugsao Retirement Plan PY 2024 · 401(k)

Ugsoa Retirement Plan · $29M · 2,306 · 77th

  • NET $29M
  • BOOK 2,306
  • VS-ST 77th
  • BOY 401(k)
  • SCH near Sanders Industries Holdings, Inc. 401(k) Plan
  • EBSA ind #5499

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Ugsoa Retirement Plan in the asset neighbourhood

Sanders Industries Holdings, Inc. 401(k) PlanSanders Industries Holdings,…$29MElga Credit Union Employee's 401(k) PlanElga Credit Union Employee's…$29MUgsoa Retirement Plan$29MHancock Askew & Co., LLP Employees' Profit Sharing PlanHancock Askew & Co., LLP Emp…$29MValley Ent, P. C. 401(k) Profit Sharing PlanValley Ent, P. C. 401(k) Pro…$29M
End-of-year total assets ($M) among Ugsoa Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$29M
Net Income$1M
Employer EIN464857037
Plan Effective Date2013-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Ugsao Retirement Plan)

Sponsor-wide plan assets over time

All Board of Trustees of the Ugsao Retirement Plan plans reported in each filing year

Latest sponsor-wide plan assets
$29M 21.74480730153104% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $24.2M $29.5M ▲ +21.7%
Year Plans Participants Total Assets
2022 1 1,745 $24M
2023 1 1,752 $28M
2024 1 2,306 $29M

Nearby 401(k) Plans in Massachusetts

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

Ugsoa Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Ugsoa Retirement Plan, Total assets ($B): 0.029484211 · Participants: 2306Ugsoa Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Ugsoa Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ugsoa Retirement Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Sanders Industries Holdings, Inc. 401(k) Plan in CA ($29M); by covered participants it is Innovetive Petcare 401(k) Profit Sharing Plan and Trust in TX (2,305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,306 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 Ugsoa Retirement Plan assets move in 2024? ▼
Ugsoa Retirement Plan grew at a solid clip - up 5.1% during 2024, from $28M to $29M. Reported net income was $1M.
How have Board of Trustees of the Ugsao Retirement Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Ugsao Retirement Plan's sponsor-wide assets grew 21.7%, from $24M to $29M.
Where does Ugsoa Retirement Plan rank by assets among Form 5500 filers? ▼
Ugsoa Retirement Plan ranks in the 77th 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 Ugsoa Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sanders Industries Holdings, Inc. 401(k) Plan in CA ($29M, 573 participants).
Which 401(k) plans cover a similar participant headcount to Ugsoa Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Innovetive Petcare 401(k) Profit Sharing Plan and Trust in TX (2,305 participants, $36M 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 464857037.

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.