401(k) · DOL Form 5500 · 2022

Uli Service LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
116
Participants Small participant base
44th
Percentile by assets National rank
$30,838
Avg per participant Low balance/head
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Official DOL plan name: Uli Service LLC 401(k) Savings Plan · Sponsored by Uli Service LLC · Wisconsin · Real Estate

$4M in assets, 116 participants

Uli Service LLC's Uli Service LLC 401(k) Savings Plan reported $4M in total assets and 116 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #3,146 in Real Estate (5,057 peers)

Coverage in Wisconsin

Uli Service LLC 401(k) Savings Plan covers 116 participants in Wisconsin, about 21% of the average Wisconsin filer (state average ~563 per filing). Assets: $4M.

#3,146
in Real Estate (5,057 peers)
-26.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Uli Service LLC 401(k) Savings Plan's mid-pack asset rank among Real Estate and all filers

Uli Service LLC 401(k) Savings Plan vs every filed plan by assets

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

$3,577,217 44th percentile higher than 44% 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

Uli Service LLC 401(k) Savings 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. Uli Service LLC 401(k) Savings Plan sits mid-pack in the medium band (116 participants).

DOL schedule card

Filing strip 201116134 · Uli Service LLC PY 2022 · 401(k)

Uli Service LLC 401(k) Savings Plan · $4M · 116 · 44th

  • IND $4M
  • IND 116
  • IND 44th
  • IND 401(k)
  • IND near Everdriven Technologies, LLC 401(k) Plan
  • IND ind #3146

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 Real Estate retirement plans → · Plans in Wisconsin →

Uli Service LLC 401(k) Savings Plan in the asset neighbourhood

Uli Service LLC 401(k) Savings PlanUli Service LLC 401(k) Savin…$4MEverdriven Technologies, LLC 401(k) PlanEverdriven Technologies, LLC…$4MRobert E. Caton, M.D. Profit Sharing 401(k) PlanRobert E. Caton, M.D. Profit…$4MRaumedic 401(k) Retirement PlanRaumedic 401(k) Retirement P…$4MFast-Rite International Inc. Profit Sharing & 401(k) PlanFast-Rite International Inc.…$4M
End-of-year total assets ($M) among Uli Service LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN201116134
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uli Service LLC)

Sponsor-wide plan assets over time

All Uli Service LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 45.20958611121439% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.58M $5.19M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 116 $4M
2023 1 108 $5M
2024 1 129 $5M

Nearby 401(k) Plans in Wisconsin

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

Uli Service LLC 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Uli Service LLC 401(k) Savings Plan, Total assets ($B): 0.003577217 · Participants: 116Uli Service LLC 401(k) Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Uli Service LLC 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Uli Service LLC 401(k) Savings Plan side-by-side with 3 peers →

Uli Service LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Everdriven Technologies, LLC 401(k) Plan in UT ($4M); by covered participants it is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Uli Service LLC 401(k) Savings Plan assets move in 2022? ▼
Uli Service LLC 401(k) Savings Plan declined sharply - down 26.2% during 2022, from $5M to $4M. Reported net income was -$1M.
How have Uli Service LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uli Service LLC's sponsor-wide assets grew 45.2%, from $4M to $5M.
Which 401(k) plans are similar in size to Uli Service LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Everdriven Technologies, LLC 401(k) Plan in UT ($4M, 215 participants).
Which 401(k) plans cover a similar participant headcount to Uli Service LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 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 201116134.

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.