Universal Orlando 401(k) Retirement Plan
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 001Employer EIN 59-3128514
- Participants (2024)
- 24,228
- Net assets (2024)
- $834 million
- Recordkeeper
- FidelityEarlier: Schwab (2016)
- Plan administrator
- Universal City Development Partners, Ltd Universal Orlando
1000 Universal Studios Plaza
Orlando, FL 32819
(215) 286-1700As filed for 2024 - In effect since
- January 1, 1989
Earlier sponsor: Universal City Development Partners, Ltd. (2009–2020).
Year by year, 2009 to 2024
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 24,228 | $834 million | Fidelity |
| 2023 | 23,662 | $661 million | Fidelity |
| 2022 | 21,069 | $513 million | Fidelity |
| 2021 | 17,801 | $572 million | Fidelity |
| 2020 | 19,661 | $492 million | Fidelity |
| 2019 | 19,157 | $430 million | Fidelity |
| 2018 | 18,171 | $327 million | Fidelity |
| 2017 | 16,761 | $324 million | Fidelity |
| 2016 | 15,172 | $254 million | Schwab |
| 2015 | 13,624 | $226 million | not listed |
| 2014 | 11,968 | $211 million | not listed |
| 2013 | 11,615 | $191 million | not listed |
| 2012 | 11,039 | $151 million | not listed |
| 2011 | 9,503 | $126 million | not listed |
| 2010 | 8,262 | $123 million | not listed |
| 2009 | 7,925 | $103 million | not listed |