401(k) · DOL Form 5500 · 2022

Wm. G. Uhl Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
33rd
Percentile by assets National rank
$137,795
Avg per participant Near avg balance/head
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Official DOL plan name: Wm.G. Uhl Agency, Inc. 401(k) Plan · Sponsored by Wm. G. Uhl Agency, Inc. · Ohio · Finance & Insurance

$2M in assets, 14 participants

Wm. G. Uhl Agency, Inc.'s Wm.G. Uhl Agency, Inc. 401(k) Plan reported $2M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,081 in Finance & Insurance (9,261 peers)

Wm. G. Uhl Agency, Inc. multi-year trail

Wm. G. Uhl Agency, Inc.'s plans moved +54.5% in assets from 2022 to 2024; this filing shows Wm.G. Uhl Agency, Inc. 401(k) Plan at $2M / 14 participants.

#2,081
in Finance & Insurance (9,261 peers)
-26.2%
assets change YoY

The plan reported a net loss of $685K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wm.G. Uhl Agency, Inc. 401(k) Plan among the smaller filed plans by assets

Wm.G. Uhl Agency, Inc. 401(k) Plan vs every filed plan by assets

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

$1,929,129 33rd percentile higher than 33% 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

Wm.G. Uhl Agency, Inc. 401(k) 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. Wm.G. Uhl Agency, Inc. 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 310824983 · Wm. G. Uhl Agency, Inc. PY 2022 · 401(k)

Wm.G. Uhl Agency, Inc. 401(k) Plan · $2M · 14 · 33rd

  • RANK $2M
  • PHOTO 14
  • IND 33rd
  • EOY 401(k)
  • 5500 near 403(b) Thrift Plan for Employees of Community Health and Social Services Center, Inc.
  • ASSETS ind #2081

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 Finance & Insurance retirement plans → · Plans in Ohio →

Wm.G. Uhl Agency, Inc. 401(k) Plan in the asset neighbourhood

Wm.G. Uhl Agency, Inc. 401(k) PlanWm.G. Uhl Agency, Inc. 401(k…$2M403(b) Thrift Plan for Employees of Community Health and Social Services Center, Inc.403(b) Thrift Plan for Emplo…$2MAnadarko Dozer & Trucking 401(k) PlanAnadarko Dozer & Trucking 40…$2MGarden of Light, Inc. 401(k) PlanGarden of Light, Inc. 401(k)…$2MAffiliates in Obstetrics & Gynecology, P.a. 401(k) PlanAffiliates in Obstetrics & G…$2M
End-of-year total assets ($M) among Wm.G. Uhl Agency, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wm. G. Uhl Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wm. G. Uhl Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 54.52004505660326% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.93M $2.98M ▲ +54.4%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 11 $3M
2024 1 13 $3M

Wm. G. Uhl Agency, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$685K
Employer EIN310824983
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Wm.G. Uhl Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Wm.G. Uhl Agency, Inc. 401(k) Plan, Total assets ($B): 0.001929129 · Participants: 14Wm.G. Uhl Agency, Inc. 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Wm.G. Uhl Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Wm.G. Uhl Agency, Inc. 401(k) Plan side-by-side with 3 peers →

Wm.G. Uhl Agency, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Community Health and Social Services Center, Inc. in MI ($2M); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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.

Frequently Asked Questions

How did Wm.G. Uhl Agency, Inc. 401(k) Plan assets move in 2022? ▼
Wm.G. Uhl Agency, Inc. 401(k) Plan declined sharply - down 26.2% during 2022, from $3M to $2M. Reported net income was -$685K.
How have Wm. G. Uhl Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wm. G. Uhl Agency, Inc.'s sponsor-wide assets grew 54.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Wm.G. Uhl Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Community Health and Social Services Center, Inc. in MI ($2M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Wm.G. Uhl Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants, $1M 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 310824983.

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.