Plan Ledger DOL Form 5500 · updated monthly

Uss-Upi, LLC401(k)

UPI SALARIED EMPLOYEES INVESTMENT PLAN · PITTSBURG, CA · plan year 2022

Reported admin expense ratio · 2022
0.18%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Uss-Upi, LLC reported $88,294 in plan administrative expenses for 2022: 0.18% of average plan assets, below the peer median. Employer contributions averaged $5,787 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,951st-largest of 9,483 plans among California employers on file, and the 3,424th of 13,661 in manufacturing. In 2022, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$44,367,037
Participants with balances189
Active participants126
Employer contributions$729,223
Employee contributions$1,388,462
Employer contribution per active participant$5,787
Average account balance$234,746
Benefits paid to participants$6,100,448
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $632K emplr
2022$44.4M · 189 accts · $729K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$59,237
Professional / advisory$28,832
Total administrative$88,294
The Uss-Upi, LLC 401(k) match · 2022
Employer contribution per active participant$5,787
Median for plans this size$2,266

Uss-Upi, LLC's 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$88,294 · 0.18%
All plans at this employer3
UPI SALARIED EMPLOYEES INVESTMENT PLAN401(k)
UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN EMPLOYEES401(k)
UPI DEFINED CONTRIBUTION PENSION PLAN FOR NON-UNION SALARIED EMPLOYEESProfit-sharing plan
Similar plansManufacturing · California
Sciton Inc. CA$44.8M · 0.18%
Ips Corporation CA$44.8M · 0.43%
Presidio Components, Inc. CA$44.8M · 0.04%
Intevac, Inc. CA$44.4M · 0.17%
Nice North America LLC CA$44.1M · 0.31%
Umc Group (USA) CA$43.7M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680088974 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.