401(k) · DOL Form 5500 · 2024

Umi Company, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
181
Participants Below avg headcount
61st
Percentile by assets National rank
$69,515
Avg per participant Below avg balance/head
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Official DOL plan name: Umi Company, Inc. Profit Sharing 401(k) Plan · Sponsored by Umi Company, Inc. · Minnesota · Manufacturing

$13M in assets, 181 participants

Umi Company, Inc.'s Umi Company, Inc. Profit Sharing 401(k) Plan reported $13M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #8,480 in Manufacturing (17,777 peers)

Coverage in Minnesota

Umi Company, Inc. Profit Sharing 401(k) Plan covers 181 participants in Minnesota, about 16% of the average Minnesota filer (state average ~1,126 per filing). Assets: $13M.

#8,480
in Manufacturing (17,777 peers)
-1.2%
assets change YoY

The plan reported a net loss of $156K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Umi Company, Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Umi Company, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$12,582,150 Top 39% higher than 61% 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

Umi Company, Inc. Profit Sharing 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. Umi Company, Inc. Profit Sharing 401(k) Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Umi Company, Inc. Profit Sharing 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$156K in the plan year 2024 filing.
  • Umi Company, Inc. Profit Sharing 401(k) Plan end-of-year assets fell from $13M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 411397026 · Umi Company, Inc. PY 2024 · 401(k)

Umi Company, Inc. Profit Sharing 401(k) Plan · $13M · 181 · 61st

  • VS-ST $13M
  • BOY 181
  • SCH 61st
  • EBSA 401(k)
  • PART near 3 Play Media 401(k) Plan
  • TYPE ind #8480

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 Minnesota →

Umi Company, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Umi Company, Inc. Profit Sharing 401(k) PlanUmi Company, Inc. Profit Sha…$13M3 Play Media 401(k) Plan$13MState Holding Company 401(k) PlanState Holding Company 401(k)…$13MHampton Golf Inc 401(k) Profit Sharing Plan & TrustHampton Golf Inc 401(k) Prof…$13MAmerican College of Education 401(k) PlanAmerican College of Educatio…$13M
End-of-year total assets ($M) among Umi Company, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income-$156K
Employer EIN411397026
Plan Effective Date1976-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Umi Company, Inc.)

Sponsor-wide plan assets over time

All Umi Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 15.379250891124899% vs 2022
2024 filing year
$10M$11M$12M$13M 202220232024 $10.9M $12.6M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 170 $11M
2023 1 182 $13M
2024 1 181 $13M

Nearby 401(k) Plans in Minnesota

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

Umi Company, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Umi Company, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.01258215 · Participants: 181Umi Company, Inc. Profit Sharing 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Umi Company, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Umi Company, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Umi Company, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is 3 Play Media 401(k) Plan in MA ($13M); by covered participants it is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Umi Company, Inc. Profit Sharing 401(k) Plan assets move in 2024? ▼
Umi Company, Inc. Profit Sharing 401(k) Plan edged down modestly - down 1.2% during 2024, from $13M to $13M. Reported net income was -$156K.
How have Umi Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umi Company, Inc.'s sponsor-wide assets grew 15.4%, from $11M to $13M.
Which 401(k) plans are similar in size to Umi Company, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 3 Play Media 401(k) Plan in MA ($13M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Umi Company, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 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 411397026.

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.