Employers › Urban Outfitters
Recordkeeping fees per participant · Urban Outfitters, Inc. 401(k) Savings Plan · plan year 2024
$52.94
Higher than 54% of the 1,697 plans $250M to 1B that report it.
= $395,406 / 7,469
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250729120828NAL0001302099001, received 2025-07-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250729120828NAL0001302099001, received 2025-07-29
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-07-29.
Administrative expenses excluding investment management, per participant
$52.94
Higher than 34% of the 2,324 plans $250M to 1B that report it.
= $395,406 / 7,469
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250729120828NAL0001302099001, received 2025-07-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250729120828NAL0001302099001, received 2025-07-29
Administrative expenses per participant
$71.07
Higher than 37% of the 2,405 plans $250M to 1B that report it.
= $530,799 / 7,469
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250729120828NAL0001302099001, received 2025-07-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250729120828NAL0001302099001, received 2025-07-29
Administrative expenses as a share of assets
0.126%
Higher than 77% of the 2,407 plans $250M to 1B that report it.
= $530,799 / $419,758,209
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250729120828NAL0001302099001, received 2025-07-29
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250729120828NAL0001302099001, received 2025-07-29
Employer contributions per participant
$1,295
Higher than 12% of the 2,457 plans $250M to 1B that report it.
= $9,670,876 / 7,469
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250729120828NAL0001302099001, received 2025-07-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250729120828NAL0001302099001, received 2025-07-29
Employer share of total contributions
20.7%
Higher than 18% of the 2,459 plans $250M to 1B that report it.
= $9,670,876 / $46,618,780
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250729120828NAL0001302099001, received 2025-07-29
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250729120828NAL0001302099001, received 2025-07-29
Employer match
“For the year ended December 31, 2025, the Company made matching contributions equal to 50% of the first 6% of an employee’s compensation deferred under the Plan.”
Form 11-K filed 2026-06-18, for the year ended 2025-12-31 · plan description note, contributions · source document
Eligibility
“Effective March 3, 2025, eligible employees are able to participate in the Plan upon completing one month of service.”
Form 11-K filed 2026-06-18, for the year ended 2025-12-31 · plan description note, general (fallback) · source document
Vesting
“Vesting in the Company’s contributions is graded over five years of credited service.”
Form 11-K filed 2026-06-18, for the year ended 2025-12-31 · plan description note, vesting · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 2E profit-sharing · 3H controlled-group sponsor · 2F ERISA 404(c) plan · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250729120828NAL0001302099001, received 2025-07-29
| Field | Value | Source |
|---|---|---|
| Plan sponsor | URBAN OUTFITTERS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Plan name | URBAN OUTFITTERS, INC. 401(K) SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Sponsor EIN / plan number | 23-2003332 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Sponsor location | PHILADELPHIA, PA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Industry (business code) | 452300, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Filing received | 2025-07-29 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Participants, beginning of year | 23,336 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Active participants | 24,239 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Participants, end of year | 26,534 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Participants with an account balance | 7,469 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Total assets, beginning of year | $350,411,062 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Total assets, end of year | $419,758,209 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Net assets, end of year | $418,342,708 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Total income | $104,766,622 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Net income | $69,828,653 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Employer contributions | $9,670,876 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Participant contributions | $34,622,441 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Other contributions (incl. rollovers) | $2,325,463 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Total contributions | $46,618,780 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Benefit payments | $32,127,611 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Total expenses (incl. benefit payments) | $34,937,969 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Total administrative expenses | $530,799 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Recordkeeping fees | $395,406 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Investment advisory and management fees | $135,393 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Administrative expenses excluding investment management | $395,406 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Held in common/collective trusts | $381,941,412 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Held in mutual funds | $17,555,241 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250729120828NAL0001302099001, received 2025-07-29 |
| Independent auditor | BDO USA, P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250729120828NAL0001302099001, received 2025-07-29 |
Position = column in the DOL layout for form year 2024. Filing 20250729120828NAL0001302099001, received 2025-07-29.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $395,392 | yes |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $83,261 | no |
| MERCER INVESTMENTS LLC | CONSULTANT | 27 Investment advisory (plan) | $52,132 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250729120828NAL0001302099001, received 2025-07-29.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $350,411,062 | $419,758,209 | 19.8% |
| Participants with a balance | 7,263 | 7,469 | 2.8% |
| Administrative expenses | $522,656 | $530,799 | 1.6% |
| Recordkeeping fees per participant | $56.36 | $52.94 | -6.1% |
| Employer contributions | $8,620,253 | $9,670,876 | 12.2% |
Prior filing 20240809121855NAL0006363649001, received 2024-08-09; the plan years are contiguous.
Sponsor name as filed: URBAN OUTFITTERS, INC.; SEC registrant: URBAN OUTFITTERS INC (CIK 912615, matched by EIN; display name from the Form 11-K cover).