Form 5500 Search
Back to filter
Original filing (PDF)20251007134248NAL0002715907001

UMPCO, INC

Form 5500
FILING_RECEIVED
UMPCO, INC. EMPLOYEES' PENSION PLAN
Defined-benefit pension plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
104
Accounts w/ balance
—
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
5 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "Lord Abbett Income Class I" is 28% of plan.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Below-peer total fees (26 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UMPCO, INC.
Plan sponsor
Name
UMPCO, INC
EIN
95-2431216
Address
7100 LAMPSON · P.O. BOX 5158 · GARDEN GROVE, CA · 928413914
Phone
(714) 897-3536
Industry
Manufacturingsee all
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
2025-10-07
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BOBER, MARKEY, FEDOROVICH & COMPANY
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
NATIONAL FINANCIAL SERVICES04-3523567JERSEY CITY, NJNONE$19K—

Investments

5 direct securities· $7.3M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Lord Abbett Income Class I——$2.1M$2.1M28.1%
Pioneer Multi-Asset Ultrashort Income Y——$2.0M$2.0M27.3%
PGIM Shrt Dur Multi- Sect Bnd Cl Z——$2.0M$2.0M27.0%
Fidelity Government Money Market——$1.1M$1.1M15.3%
United Development Funding IV——$836K$164K2.2%

Related plans

Other plans using NATIONAL FINANCIAL SERVICES
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER
WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN
$3.6B · 21,020 participants
BAPTIST HEALTH SOUTH FLORIDA, INC.
BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN
$2.7B · 27,513 participants
THE MEDICAL COLLEGE OF WISCONSIN, INC.
THE MEDICAL COLLEGE OF WISCONSIN, INC. RETIREMENT PLAN
$2.6B · 6,844 participants
LIFEPOINT HEALTH, INC.
LIFEPOINT HEALTH, INC. RETIREMENT PLAN
$2.6B · 53,062 participants
WELLSTAR HEALTH SYSTEM, INC.
WELLSTAR HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN
$2.1B · 25,987 participants
Similar-size Manufacturing plans
THE EASTERN COMPANY FRAZER & JONES DIVISION
THE EASTERN COMPANY PENSION PLAN FOR HOURLY-RATED EMPLOYEES
$7.4M
KYOCERA UNIMERCO TOOLING, INC.
KYOCERA UNIMERCO TOOLING, INC. 401(K) PLAN
$7.0M · 73 participants
AMOGY INC.
AMOGY INC. 401(K) PLAN
$7.0M · 128 participants
LOGAN INDUSTRIES INTERNATIONAL CORPORATION
LOGAN INDUSTRIES INTERNATIONAL CORPORATION 401(K) PLAN
$7.8M · 151 participants
QUALITY CHAIN CORPORATION
QUALITY CHAIN CORP. 401(K) PROFIT SHARING PLAN
$7.8M · 32 participants
STADCO, INC.
STADCO 401K SALARY REDUCTION PLAN AND TRUST
$6.7M · 68 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B