Ugsao Retirement Plan 401(k) plan

Ugsao Retirement Plan, East Wareham, MA. EIN 46-4857037. Annual reports 2013–2024. Also filed as Ugsoa.

Ugsao Retirement Plan has one active retirement plan on file, the Ugsoa Retirement Plan, with 2,682 participants and $29.5 million in assets in 2024. Principal is its recordkeeper. No traditional pension plan appears in Ugsao Retirement Plan's filings since 2013.

Active plans: 1
Participants: 2,682
Plan assets: $29.5 million
401(k) recordkeeper: Principal
Plans on file: 1
Industry: Finance and insurance

The plan

Ugsoa Retirement Plan

401(k)ActiveUnion (multiemployer)

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 46-4857037
Participants (2024): 2,682
Net assets (2024): $29.5 million
Recordkeeper: PrincipalEarlier: Pentegra Services (2014–2023)
Plan administrator: Ugsao Retirement Plan
2879 Cranberry Highway
East Wareham, MA 02538
(774) 678-0936As filed for 2024
In effect since: October 1, 2013

Earlier sponsor: Ugsoa (2013–2023).

Year by year, 2013 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,682	$29.5 million	Principal
2023	1,999	$28.0 million	Pentegra Services
2022	2,162	$24.2 million	Pentegra Services
2021	2,074	$26.0 million	Pentegra Services
2020	2,246	$21.0 million	Pentegra Services
2019	3,079	$23.2 million	Pentegra Services
2018	6,148	$19.5 million	Pentegra Services
2017	2,673	$23.2 million	Pentegra Services
2016	2,496	$18.6 million	Pentegra Services
2015	1,612	$12.1 million	Pentegra Services
2014	1,612	$6.6 million	Pentegra Services
2013	0	$0	not listed

If you had money in one of these plans

Call Principal (principal.com), which runs the Ugsoa Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((774) 678-0936). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Ugsoa Retirement Plan

If you had money in one of these plans

What these numbers are

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