401(k) · DOL Form 5500 · 2024
United Planning Organization 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 643
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $33,720
- Avg per participant Low balance/head
Official DOL plan name: Retirement Income Plan of United Planning Organization · Sponsored by United Planning Organization · District of Columbia · Healthcare & Social Assistance
$22M in assets, 643 participants
United Planning Organization's Retirement Income Plan of United Planning Organization reported $22M in total assets and 643 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #12,875 in Healthcare & Social Assistance (16,916 peers)
Coverage in District of Columbia
Retirement Income Plan of United Planning Organization covers 643 participants in District of Columbia, about 44% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $22M.
- #12,875
- in Healthcare & Social Assistance (16,916 peers)
- +12.9%
- assets growth YoY
Retirement Income Plan of United Planning Organization's outsized position by total assets
Retirement Income Plan of United Planning Organization vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,681,780 Top 28% higher than 72% 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
Retirement Income Plan of United Planning Organization 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. Retirement Income Plan of United Planning Organization sits mid-pack in the medium band (643 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Income Plan of United Planning Organization reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Retirement Income Plan of United Planning Organization end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Retirement Income Plan of United Planning Organization reported participants rose from 591 in the plan year 2023 filing to 643 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 520788987 · United Planning Organization PY 2024 · 401(k)
Retirement Income Plan of United Planning Organization · $22M · 643 · 72nd
- EOY $22M
- EOY 643
- EOY 72nd
- EOY 401(k)
- EOY near Cadillac Products Automotive Company 401(k) Plan
- EOY ind #12875
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 Healthcare & Social Assistance retirement plans → · Plans in District of Columbia →
Retirement Income Plan of United Planning Organization in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 520788987 |
| Plan Effective Date | 1998-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Planning Organization)
Sponsor-wide plan assets over time
All United Planning Organization plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 36.534657056624994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 559 | $16M |
| 2023 | 1 | 591 | $19M |
| 2024 | 1 | 643 | $22M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $6.5B · 23,090
- Geico 401(k) Savings Plan $6.2B · 30,641
- Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
- Finra Savings Plus Plan $2.5B · 4,201
- Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973
Retirement Income Plan of United Planning Organization's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Cadillac Products Automotive Company 401(k) Plan in MI ($22M); by covered participants it is Saalex Solutions, Inc. 401(k) in CA (643 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Cadillac Products Automotive Company 401(k) Plan (MI) $22M · 126
- Invidi Technologies Corporatio 401(k) Profit Sharing Plan & Trust (NJ) $22M · 137
- Atw Companies 401(k) Plan (RI) $22M · 213
- Eden Home Services 401(k) Plan (WA) $22M · 954
Similar participant headcount
Nearest other-state filings by covered participants (643 participants); asset peers above are excluded.
- Saalex Solutions, Inc. 401(k) (CA) 643 · 0 off
- Salter Healthcare, Inc. 401(k) Savings Plan (MA) 643 · 0 off
- Cstk Retirement Plan (KS) 643 · 0 off
- Midwest Machinery Co. 401(k) Plan (MN) 643 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.