How big is UFP Technologies, Inc.'s plan?

UFP Technologies, Inc.'s plan reported $56.2M in assets and 939 participants for 2024.

Original filing (PDF)20250924171640NAL0006967681001

UFP Technologies, Inc.

Name: UFP Technologies, Inc. — UFP Technologies, Inc., Form 5500 (2024)
Creator: UFP Technologies, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

UFP Technologies, Inc. 401(k) Plan

401(k) retirement plan · UFP Technologies, Inc.'s UFP Technologies, Inc. 401(k) Plan held $56.2M in plan assets for 939 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

939

Accounts w/ balance

728

Plan assets (EOY)

$56.2M

Net assets (EOY)

$56.1M

People on this filing

Ronald J. Lataille signed UFP Technologies, Inc.'s 2024 Form 5500 as plan administrator.

Ronald J. Lataille — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

UFP Technologies, Inc.'s EIN is 04-2314970.

EIN 04-2314970

Plan number 001

Plan year 2024

ACK ID 20250924171640NAL0006967681001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for UFP Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

UFP Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UFP TECHNOLOGIES, INC..

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (20th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Plan sponsor

Name

UFP TECHNOLOGIES, INC.

EIN

all filings

Address

100 HALE STREET · NEWBURYPORT, MA · 01950

Phone

(978) 352-2200

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MASSACHUSETTS MUTUAL LIFE INSURANCE	04-1590850	—	BROKER/ADVISOR	$0	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE ANGELL PENSION GROUP, INC.	04-2530412	—	SERVICE PROVIDER	$23K	—

Investments

34 direct securities· $56.2M(100% of reported assets)

Mutual Funds

$26.1M

19 holdings

Other securities

$14.1M

8 holdings

Common Collective Trusts

$11.6M

4 holdings

Stable Value

$3.2M

1 holding

Bonds / Notes

$1.1M

1 holding

Pooled Separate Accounts

$33K

1 holding

					% of plan
Vanguard 500 Index Fund Adm "	Common Collective Trusts	—	—	$9.0M	16.0%
JP Morgan Large Cap Growth Fund R6 "	Other securities	—	—	$6.6M	11.7%
American Funds 2030 Target Date Retirement R6 Fund "	Mutual Funds	—	—	$3.9M	7.0%
American Funds 2040 Target Date Retirement R6 Fund "	Mutual Funds	—	—	$3.3M	5.9%
Voya Fixed Account Guaranteed investment contract (FBR)	Stable Value	—	—	$3.2M	5.8%
Dodge & Cox Stock Fund I "	Mutual Funds	—	—	$2.6M	4.6%
American Funds 2025 Target Date Retirement R6 Fund "	Mutual Funds	—	—	$2.5M	4.5%
Virtus KAR Mid Cap Core R6 Fund "	Other securities	—	—	$2.3M	4.0%
American Funds American Balanced R6 Fund "	Mutual Funds	—	—	$1.9M	3.3%
American Funds 2035 Target Date Retirement R6 Fund "	Mutual Funds	—	—	$1.8M	3.3%
American Funds New Perspective R6 Fund "	Mutual Funds	—	—	$1.6M	2.9%
Fidelity Advisor International Capital Appreciation Z Fund "	Mutual Funds	—	—	$1.5M	2.6%
John Hancock Bond Fund Class R6 "	Other securities	—	—	$1.5M	2.6%
American Funds 2050 Target Date Retirement R6 Fund "	Mutual Funds	—	—	$1.2M	2.1%
Participant loans (4.25% - 9.50%) -	Bonds / Notes	—	—	$1.1M	2.0%
American Funds New World R6 Fund "	Mutual Funds	—	—	$1.1M	2.0%
American Funds 2020 Target Date Retirement R6 Fund "	Mutual Funds	—	—	$1.1M	1.9%
Principal High Yield Fund R6 "	Other securities	—	—	$1.1M	1.9%
Vanguard Total International Stock Index Fund Adm "	Common Collective Trusts	—	—	$1.0M	1.9%
Vanguard Mid-Cap Index Fund Adm "	Common Collective Trusts	—	—	$969K	1.7%
Goldman Sachs Small Cap Value Insight R6 Fund "	Other securities	—	—	$939K	1.7%
Cohen & Steers Real Estate Securities Fund Z "	Other securities	—	—	$821K	1.5%
Victory Sycamore Established Value Fund "	Other securities	—	—	$750K	1.3%
American Funds Small Cap World R6 Fund "	Mutual Funds	—	—	$725K	1.3%
PIMCO Income Fund Institutional "	Mutual Funds	—	—	$652K	1.2%
Vanguard Small-Cap Index Fund Adm "	Common Collective Trusts	—	—	$593K	1.1%
American Funds 2045 Target Date Retirement R6 Fund "	Mutual Funds	—	—	$533K	0.9%
American Funds 2055 Target Date Retirement R6 Fund "	Mutual Funds	—	—	$426K	0.8%
Vanguard Explorer Fund Adm "	Mutual Funds	—	—	$419K	0.7%
American Funds 2060 Target Date Retirement R6 Fund "	Mutual Funds	—	—	$361K	0.6%
BlackRock Sustainable Advantage Large Cap Core Fund K "	Other securities	—	—	$283K	0.5%
American Funds 2065 Target Date Retirement R6 Fund "	Mutual Funds	—	—	$247K	0.4%
American Funds 2015 Target Date Retirement R6 Fund "	Mutual Funds	—	—	$131K	0.2%
American Funds 2010 Target Date Retirement R6 Fund Pooled separate account	Pooled Separate Accounts	—	—	$33K	<0.1%