401(k) · DOL Form 5500 · 2022

Utilitra LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
302
Participants Below avg headcount
79th
Percentile by assets National rank
$75,619
Avg per participant Below avg balance/head
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Official DOL plan name: Fms 401(k) Profit Sharing Plan and Trust · Sponsored by Utilitra LLC · Illinois · Professional & Technical Services

$23M in assets, 302 participants

Utilitra LLC's Fms 401(k) Profit Sharing Plan and Trust reported $23M in total assets and 302 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,142 in Professional & Technical Services (21,562 peers)

Coverage in Illinois

Fms 401(k) Profit Sharing Plan and Trust covers 302 participants in Illinois, about 39% of the average Illinois filer (state average ~779 per filing). Assets: $23M.

#17,142
in Professional & Technical Services (21,562 peers)
-7.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fms 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Fms 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$22,836,995 Top 21% higher than 79% 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

Fms 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fms 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (302 participants).

Form 5500 schedule snapshot

Filing strip 371381653 · Utilitra LLC PY 2022 · 401(k)

Fms 401(k) Profit Sharing Plan and Trust · $23M · 302 · 79th

  • 5500 $23M
  • 5500 302
  • 5500 79th
  • 5500 401(k)
  • 5500 near King Arthur 401(k) Plan
  • 5500 ind #17142

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 Illinois →

Fms 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Fms 401(k) Profit Sharing Plan and TrustFms 401(k) Profit Sharing Pl…$23MKing Arthur 401(k) Plan$23MMaine Eye Center, P.a. Profit Sharing PlanMaine Eye Center, P.a. Profi…$23MCanoga Perkins 401(k) Profit Sharing PlanCanoga Perkins 401(k) Profit…$23MKamco Supply Corp of New England Retirement PlanKamco Supply Corp of New Eng…$23M
End-of-year total assets ($M) among Fms 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$23M
Net Income-$2M
Employer EIN371381653
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Utilitra LLC)

Sponsor-wide plan assets over time

All Utilitra LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 55.278603861847856% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.8M $35.5M ▲ +55.3%
Year Plans Participants Total Assets
2022 1 302 $23M
2023 1 323 $29M
2024 1 342 $35M

Nearby 401(k) Plans in Illinois

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

Fms 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Fms 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.022836995 · Participants: 302Fms 401(k) Profit Sharing Plan and TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Fms 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Fms 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Fms 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is King Arthur 401(k) Plan in VT ($23M); by covered participants it is N.R.F. Distributors Retirement Savings Plan in ME (302 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (302 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 Fms 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Fms 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 7.0% during 2022, from $25M to $23M. Reported net income was -$2M.
How have Utilitra LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utilitra LLC's sponsor-wide assets grew 55.3%, from $23M to $35M.
Where does Fms 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Fms 401(k) Profit Sharing Plan and Trust ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fms 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is King Arthur 401(k) Plan in VT ($23M, 375 participants).
Which 401(k) plans cover a similar participant headcount to Fms 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is N.R.F. Distributors Retirement Savings Plan in ME (302 participants, $18M 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 371381653.

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.