401(k) · DOL Form 5500 · 2024

Universal Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
141
Participants Small participant base
42nd
Percentile by assets National rank
$35,634
Avg per participant Low balance/head
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Official DOL plan name: Universal Companies, Inc. 401(k) Plan · Sponsored by Universal Companies, Inc. · Virginia · Wholesale Trade

$5M in assets, 141 participants

Universal Companies, Inc.'s Universal Companies, Inc. 401(k) Plan reported $5M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #1,937 in Wholesale Trade (6,080 peers)

Coverage in Virginia

Universal Companies, Inc. 401(k) Plan covers 141 participants in Virginia, about 18% of the average Virginia filer (state average ~782 per filing). Assets: $5M.

#1,937
in Wholesale Trade (6,080 peers)
+13.6%
assets growth YoY

Universal Companies, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Universal Companies, Inc. 401(k) Plan vs every filed plan by assets

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

$5,024,344 42nd percentile higher than 42% 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 Companies, Inc. 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. Universal Companies, Inc. 401(k) Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Universal Companies, Inc. 401(k) Plan reported net income fell from $981K in the plan year 2023 filing to $602K in the plan year 2024 filing.
  • Universal Companies, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Universal Companies, Inc. 401(k) Plan reported participants fell from 149 in the plan year 2023 filing to 141 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 541924075 · Universal Companies, Inc. PY 2024 · 401(k)

Universal Companies, Inc. 401(k) Plan · $5M · 141 · 42nd

  • EOY $5M
  • EOY 141
  • EOY 42nd
  • EOY 401(k)
  • EOY near Southgate Glass & Screen 401(k) Profit Sharing Plan
  • EOY ind #1937

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 →

Universal Companies, Inc. 401(k) Plan in the asset neighbourhood

Tom Scott Honda 401(k) Plan$5MUniversal Companies, Inc. 401(k) PlanUniversal Companies, Inc. 40…$5MSouthgate Glass & Screen 401(k) Profit Sharing PlanSouthgate Glass & Screen 401…$5MSouth Western Dental Flexible 401(k) PlanSouth Western Dental Flexibl…$5MCompany Retirement Plan$5M
End-of-year total assets ($M) among Universal Companies, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$602K
Employer EIN541924075
Plan Effective Date2002-07-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Universal Companies, Inc.)

Sponsor-wide plan assets over time

All Universal Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 45.97109307838175% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.44M $5.02M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 135 $3M
2023 1 149 $4M
2024 1 141 $5M

Nearby 401(k) Plans in Virginia

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

Universal Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Universal Companies, Inc. 401(k) Plan, Total assets ($B): 0.005024344 · Participants: 141Universal Companies, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Universal Companies, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Universal Companies, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Southgate Glass & Screen 401(k) Profit Sharing Plan in CA ($5M); by covered participants it is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Companies, Inc. 401(k) Plan assets move in 2024? ▼
Universal Companies, Inc. 401(k) Plan grew at a solid clip - up 13.6% during 2024, from $4M to $5M. Reported net income was $602K.
How have Universal Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Universal Companies, Inc.'s sponsor-wide assets grew 46.0%, from $3M to $5M.
Which 401(k) plans are similar in size to Universal Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southgate Glass & Screen 401(k) Profit Sharing Plan in CA ($5M, 200 participants).
Which 401(k) plans cover a similar participant headcount to Universal Companies, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 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 541924075.

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.