United Planning Organization 401(k) Plan: Login, Facts & Contact Information
United Planning Organization 401(k) Login
231 former United Planning Organization employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
United Planning Organization 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Oct 1, 2024 – Sep 30, 2025), filed Jul 15, 2026. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $2.48 million went into the plan in contributions, $1.62 million of it from the employer (65%).
- $1.90 million was paid out to participants.
- Investment and other income added $2.06 million.
- Administrative expenses were $67,403, about $95 per account.
How the United Planning Organization 401(k) changed, 2018–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2018 | 448 | $11.6 million | $927,629 | $854,717 |
| 2019 | 459 | $12.6 million | $870,522 | $1.30 million |
| 2021 | 667 | $13.6 million | $1.12 million | $1.19 million |
| 2022 | 743 | $15.9 million | $1.29 million | $1.13 million |
| 2023 | 795 | $19.2 million | $1.58 million | $2.16 million |
| 2024 | 860 | $21.7 million | $1.62 million | $1.90 million |
United Planning Organization 401(k) Contact Information
Questions about the United Planning Organization 401(k)
Does United Planning Organization contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.62 million, 65% of all contributions.
Does the United Planning Organization 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the United Planning Organization 401(k) plan?
860 participants at the start of plan year 2024, 613 of them active employees, and 231 former employees who still had money in the plan.
What is the average 401(k) balance at United Planning Organization?
About $30,711 per account: $21.7 million in plan assets across 706 accounts with a balance at the end of plan year 2024.
Who manages the United Planning Organization 401(k) accounts?
Voya Financial (listed on the filing as VOYA RETIREMENT INSURANCE & ANNUITY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at United Planning Organization. How do I access my 401(k)?
Your account stays with Voya Financial after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.