ESOP · DOL Form 5500 · 2022

Ulrich, Inc. ESOP

Data updated 2026-08-25

$800K
Total assets Small plan by assets
18
Participants Small participant base
23rd
Percentile by assets National rank
$44,469
Avg per participant Low balance/head
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Official DOL plan name: Ulrich, Inc. Employee Stock Ownership Plan · Sponsored by Ulrich, Inc. · New Jersey · Construction

$800K in assets, 18 participants

Ulrich, Inc.'s Ulrich, Inc. Employee Stock Ownership Plan reported $800K in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,996 in Construction (9,927 peers)

Ulrich, Inc. multi-year trail

Ulrich, Inc.'s plans moved +40.6% in assets from 2022 to 2024; this filing shows Ulrich, Inc. Employee Stock Ownership Plan at $800K / 18 participants.

#1,996
in Construction (9,927 peers)
+6.2%
assets growth YoY

Ulrich, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Ulrich, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$800,447 23rd percentile higher than 23% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Ulrich, Inc. Employee Stock Ownership 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, Inc. Employee Stock Ownership Plan is a small filing (18 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 221453297 · Ulrich, Inc. PY 2022 · ESOP

Ulrich, Inc. Employee Stock Ownership Plan · $800K · 18 · 23rd

  • IND $800K
  • EOY 18
  • 5500 23rd
  • ASSETS ESOP
  • PCT near Soundearth Strategies, Inc. Employee Stock Ownership Plan
  • EIN ind #1996

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 What is an ESOP? → · Plans in New Jersey →

Ulrich, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ulrich, Inc. Employee Stock Ownership PlanUlrich, Inc. Employee Stock …$800KSoundearth Strategies, Inc. Employee Stock Ownership PlanSoundearth Strategies, Inc. …$800KCalifornia Receivership Group, Inc. Employee Stock Ownership PlanCalifornia Receivership Grou…$800KB C Main Construction Inc ESOPB C Main Construction Inc ES…$799KIcepts Technology Group, Inc. Employee Stock Ownership PlanIcepts Technology Group, Inc…$797K
End-of-year total assets ($M) among Ulrich, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Ulrich, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ulrich, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 40.60193866676995% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.8M $1.13M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 18 $800K
2023 1 20 $1M
2024 1 24 $1M

Ulrich, Inc. filing trail (2022)

Total Assets (Beginning of Year)$754K
Net Assets (End of Year)$736K
Net Income$59K
Employer EIN221453297
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

Peer ESOP plans, same state, same plan type, ranked by total assets.

Ulrich, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Ulrich, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.800447 · Participants: 18Ulrich, Inc. Employee Stock Ownership PlanJohnson and Johnson Retirement Savings Plan, Total assets ($M): 511.419208 · Participants: 3858Johnson and Johnson Retirement Savings PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 375.8 · Participants: 1111Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 303.370516 · Participants: 1383Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 298.596718 · Participants: 1131Conair LLC Savings and Investment PlanInvestors Bank Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 126.859258 · Participants: 1287Investors Bank Amended and Restated Employee Stock Ownership Plan
Ulrich, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Ulrich, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Ulrich, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Soundearth Strategies, Inc. Employee Stock Ownership Plan in WA ($800K); by covered participants it is North Penn Telephone Company Employee Stock Ownership Plan in NY (18 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ulrich, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Ulrich, Inc. Employee Stock Ownership Plan grew at a solid clip - up 6.2% during 2022, from $754K to $800K. Reported net income was $59K.
How have Ulrich, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ulrich, Inc.'s sponsor-wide assets grew 40.6%, from $800K to $1M.
Where does Ulrich, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ulrich, Inc. Employee Stock Ownership Plan ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Ulrich, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Soundearth Strategies, Inc. Employee Stock Ownership Plan in WA ($800K, 21 participants).
Which ESOP plans cover a similar participant headcount to Ulrich, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is North Penn Telephone Company Employee Stock Ownership Plan in NY (18 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 221453297.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.