401(k) · DOL Form 5500 · 2022
Ulrich Consulting Group, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $182,259
- Avg per participant Above avg balance/head
Official DOL plan name: Ulrich Consulting Group 401(k) Profit Sharing Plan · Sponsored by Ulrich Consulting Group, LLC · New Mexico · Professional & Technical Services
$2M in assets, 12 participants
Ulrich Consulting Group, LLC's Ulrich Consulting Group 401(k) Profit Sharing Plan reported $2M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 35th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #6,856 in Professional & Technical Services (21,562 peers)
Ulrich Consulting Group, LLC multi-year trail
Ulrich Consulting Group, LLC's plans moved +60.8% in assets from 2022 to 2023; this filing shows Ulrich Consulting Group 401(k) Profit Sharing Plan at $2M / 12 participants.
- #6,856
- in Professional & Technical Services (21,562 peers)
- -6.1%
- assets change YoY
The plan reported a net loss of $142K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ulrich Consulting Group 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Ulrich Consulting Group 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,187,106 35th percentile higher than 35% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ulrich Consulting Group 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ulrich Consulting Group 401(k) Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.
DOL schedule card
Filing strip 453972125 · Ulrich Consulting Group, LLC PY 2022 · 401(k)
Ulrich Consulting Group 401(k) Profit Sharing Plan · $2M · 12 · 35th
- NET $2M
- BOOK 12
- VS-ST 35th
- BOY 401(k)
- SCH near Employee Benefit Plan of Crawford County Mental Health Awareness Program
- EBSA ind #6856
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in New Mexico →
Ulrich Consulting Group 401(k) Profit Sharing Plan in the asset neighbourhood
Ulrich Consulting Group, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Ulrich Consulting Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 60.787542990600365% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $2M |
| 2023 | 1 | 22 | $4M |
Ulrich Consulting Group, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$142K |
| Employer EIN | 453972125 |
| Plan Effective Date | 2011-10-19 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $5.0B · 14,007
- Triad 401(k) Retirement Plan $1.5B · 8,535
- Triad 401(k) Savings Plan $750M · 2,476
- Pnm Resources, Inc. Retirement Savings Plan $707M · 1,638
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $445M · 1,553
Ulrich Consulting Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Employee Benefit Plan of Crawford County Mental Health Awareness Program in PA ($2M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.