401(k) · DOL Form 5500 · 2022

Ultimus Fund Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
642
Participants Below avg headcount
89th
Percentile by assets National rank
$86,322
Avg per participant Below avg balance/head
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Official DOL plan name: Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan · Sponsored by Ultimus Fund Solutions, LLC · Ohio · Finance & Insurance

$55M in assets, 642 participants

Ultimus Fund Solutions, LLC's Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan reported $55M in total assets and 642 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,593 in Finance & Insurance (9,261 peers)

Where Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan sits by assets

Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan sits in the top quartile of all filed plans by assets, $55M for 642 participants (~$86,322/participant), down 13.8% in 2022.

#7,593
in Finance & Insurance (9,261 peers)
-13.8%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan's outsized position by total assets

Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan vs every filed plan by assets

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

$55,418,937 Top 11% higher than 89% 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

Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan 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. Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan sits mid-pack in the medium band (642 participants).

Published 5500 schedule card

Filing strip 311663251 · Ultimus Fund Solutions, LLC PY 2022 · 401(k)

Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan · $55M · 642 · 89th

  • BOOK $55M
  • BOOK 642
  • BOOK 89th
  • BOOK 401(k)
  • BOOK near Renewable Energy Systems Americas Inc. 401(k) Plan
  • BOOK ind #7593

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 →

Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan in the asset neighbourhood

Ematb, LLC Retirement Plan$55MUltimus Fund Solutions, LLC Retirement & Profit Sharing PlanUltimus Fund Solutions, LLC …$55MRenewable Energy Systems Americas Inc. 401(k) PlanRenewable Energy Systems Ame…$55MCimarron Software Services, Inc. 401(k) Profit Sharing PlanCimarron Software Services, …$55MEaglebank 401(k) Plan$55M
End-of-year total assets ($M) among Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$55M
Net Income-$9M
Employer EIN311663251
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ultimus Fund Solutions, LLC)

Sponsor-wide plan assets over time

All Ultimus Fund Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$87M 56.899519743585124% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $55.4M $87M ▲ +56.9%
Year Plans Participants Total Assets
2022 1 642 $55M
2023 1 787 $71M
2024 1 928 $87M

Nearby 401(k) Plans in Ohio

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

Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan, Total assets ($B): 0.055418937 · Participants: 642Ultimus Fund Solutions, LLC Retirement & Profit Sharing 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
Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan side-by-side with 3 peers →

Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Renewable Energy Systems Americas Inc. 401(k) Plan in CO ($55M); by covered participants it is Odle Management Group, LLC 401(k) Profit Sharing Plan in AZ (642 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (642 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 Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan assets move in 2022? ▼
Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan pulled back noticeably - down 13.8% during 2022, from $64M to $55M. Reported net income was -$9M.
How have Ultimus Fund Solutions, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ultimus Fund Solutions, LLC's sponsor-wide assets grew 56.9%, from $55M to $87M.
Where does Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan ranks in the 89th 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 Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Renewable Energy Systems Americas Inc. 401(k) Plan in CO ($55M, 1,084 participants).
Which 401(k) plans cover a similar participant headcount to Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Odle Management Group, LLC 401(k) Profit Sharing Plan in AZ (642 participants, N/A 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 311663251.

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.