Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNIVERSAL OIL, INC.
EIN 34-0772362oil & energyLatest filing 2025
Plans
3
Retirement
3
$5.0M assets
Welfare
0
Participants
96
265 JEFFERSON AVE. - CLEVELAND, OH 44113216-771-4300universaloil.comLinkedIn11-50 employeesoil & energy
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $5.0M assets / 96 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UNIVERSAL OIL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$3.3M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UNIVERSAL OIL, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.7M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
UNIVERSAL OIL, INC. ESOP DIVERSIFIED SUB ACCOUNT
ProfitSharing
Assets$66K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNIVERSAL OIL, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.3M | 58 | 2025 | |
| 002 | UNIVERSAL OIL, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.7M | 37 | 2025 | |
| 003 | UNIVERSAL OIL, INC. ESOP DIVERSIFIED SUB ACCOUNT | ProfitSharing | $66K | 1 | 2024 |
Retirement plans