401(k) · DOL Form 5500 · 2024

Udg Legacy, Inc. 401(k) Plan

Data updated 2026-08-25

$215K
Total assets Small plan by assets: 7
Participants Small participant base: 11th
Percentile by assets National rank: $30,775
Avg per participant Low balance/head

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Official DOL plan name: Udg Legacy, Inc. 401(k) Plan · Sponsored by Udg Legacy, Inc. · Delaware · Administrative & Support Services

$215K in assets, 7 participants

Udg Legacy, Inc.'s Udg Legacy, Inc. 401(k) Plan reported $215K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

#1,147 in Administrative & Support Services (4,368 peers)

Udg Legacy, Inc. multi-year trail

Udg Legacy, Inc.'s plans moved +226.4% in assets from 2023 to 2024; this filing shows Udg Legacy, Inc. 401(k) Plan at $215K / 7 participants.

#1,147
in Administrative & Support Services (4,368 peers): +226.4%
assets growth YoY

Udg Legacy, Inc. 401(k) Plan among the smaller filed plans by assets

Udg Legacy, Inc. 401(k) Plan vs every filed plan by assets

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

$215,428 11th percentile higher than 11% 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

Udg Legacy, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Udg Legacy, Inc. 401(k) Plan is a micro filing (7 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Udg Legacy, Inc. 401(k) Plan end-of-year assets rose from $66K in the plan year 2023 filing to $215K in the plan year 2024 filing.
Udg Legacy, Inc. 401(k) Plan reported net income rose from $66K in the plan year 2023 filing to $149K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 933272110 · Udg Legacy, Inc. PY 2024 · 401(k)

Udg Legacy, Inc. 401(k) Plan · $215K · 7 · 11th

RANK $215K
PHOTO 7
IND 11th
EOY 401(k)
5500 near 37 Ventures, Inc. 401(k) Plan
ASSETS ind #1147

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 Administrative & Support Services retirement plans → · Plans in Delaware →

End-of-year total assets ($M) among Udg Legacy, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Udg Legacy, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $215K 226.39616981303598% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	N/A	$66K
2024	1	7	$215K

Udg Legacy, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$66K
Net Assets (End of Year)	$215K
Net Income	$149K
Employer EIN	933272110
Plan Effective Date	2023-09-07
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Delaware

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

Udg Legacy, Inc. 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants

Astrazeneca Savings and Security Plan $8.6B · 17,175
Retirement Savings Plan $7.0B · 9,658
Dupont Retirement Savings Plan $3.4B · 9,391
Wl Gore & Associates, Inc. 401(k) Plan $2.0B · 8,887
Ashland Employee Savings Plan $1.3B · 1,405

Compare Udg Legacy, Inc. 401(k) Plan side-by-side with 3 peers →

Udg Legacy, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is 37 Ventures, Inc. 401(k) Plan in AL ($215K); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($215K here).

37 Ventures, Inc. 401(k) Plan (AL) $215K · 7
Debbie Knight Enterprises Inc. 401(k) Plan (AR) $215K · 1
Cadillac Uniforms Retirement Plan for Union Employees (PR) $215K · 88
Radinv 401(k) Plan (NC) $215K · 1

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

Nexvisionix, Inc. 401(k) Plan (CA) 7 · 0 off
Aguirre Engineering Inc Profit Sharing Plan (CA) 7 · 0 off
Jersey Auto Supply Inc. 401(k) Plan (NJ) 7 · 0 off
Homology Medicines, Inc. 401(k) Plan (MA) 7 · 0 off

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 Udg Legacy, Inc. 401(k) Plan assets move in 2024? ▼

Udg Legacy, Inc. 401(k) Plan surged - up 226.4% during 2024, from $66K to $215K. Reported net income was $149K.

How have Udg Legacy, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Udg Legacy, Inc.'s sponsor-wide assets grew 226.4%, from $66K to $215K.

Where does Udg Legacy, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Udg Legacy, Inc. 401(k) Plan ranks in the 11th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Udg Legacy, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is 37 Ventures, Inc. 401(k) Plan in AL ($215K, 7 participants).

Which 401(k) plans cover a similar participant headcount to Udg Legacy, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 participants, N/A 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 933272110.