401(k) · DOL Form 5500 · 2022

Ulma Form Works, Inc 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
135
Participants Small participant base
50th
Percentile by assets National rank
$35,527
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ulma Form Works 401(k) Plan · Sponsored by Ulma Form Works, Inc · New Jersey · Real Estate

$5M in assets, 135 participants

Ulma Form Works, Inc's Ulma Form Works 401(k) Plan reported $5M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,426 in Real Estate (5,057 peers)

Coverage in New Jersey

Ulma Form Works 401(k) Plan covers 135 participants in New Jersey, about 16% of the average New Jersey filer (state average ~844 per filing). Assets: $5M.

#3,426
in Real Estate (5,057 peers)
-18.1%
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.

Ulma Form Works 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Ulma Form Works 401(k) Plan vs every filed plan by assets

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

$4,796,152 Top 50% higher than 50% 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

Ulma Form Works 401(k) 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. Ulma Form Works 401(k) Plan sits mid-pack in the medium band (135 participants).

Published 5500 schedule card

Filing strip 223617107 · Ulma Form Works, Inc PY 2022 · 401(k)

Ulma Form Works 401(k) Plan · $5M · 135 · 50th

  • EOY $5M
  • 5500 135
  • ASSETS 50th
  • PCT 401(k)
  • EIN near Community State Bank 401(k) Plan
  • RANK ind #3426

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 New Jersey →

Ulma Form Works 401(k) Plan in the asset neighbourhood

Ulma Form Works 401(k) Plan$5MCommunity State Bank 401(k) PlanCommunity State Bank 401(k) …$5MBugcrowd Inc. 401(k) Profit Sharing Plan and TrustBugcrowd Inc. 401(k) Profit …$5MLectrodryer 401(k) Plan$5MC. Harper Chevrolet, Inc. 401(k) Profit Sharing PlanC. Harper Chevrolet, Inc. 40…$5M
End-of-year total assets ($M) among Ulma Form Works 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN223617107
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ulma Form Works, Inc)

Sponsor-wide plan assets over time

All Ulma Form Works, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$7M 43.146026231028536% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.8M $6.87M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 135 $5M
2023 1 123 $6M
2024 1 142 $7M

Nearby 401(k) Plans in New Jersey

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

Ulma Form Works 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Ulma Form Works 401(k) Plan, Total assets ($B): 0.004796152 · Participants: 135Ulma Form Works 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Ulma Form Works 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Ulma Form Works 401(k) Plan side-by-side with 3 peers →

Ulma Form Works 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Community State Bank 401(k) Plan in PA ($5M); by covered participants it is Concordia Life Care Community 403(b) Plan in OK (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Ulma Form Works 401(k) Plan assets move in 2022? ▼
Ulma Form Works 401(k) Plan declined sharply - down 18.1% during 2022, from $6M to $5M. Reported net income was -$1M.
How have Ulma Form Works, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ulma Form Works, Inc's sponsor-wide assets grew 43.1%, from $5M to $7M.
Which 401(k) plans are similar in size to Ulma Form Works 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community State Bank 401(k) Plan in PA ($5M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Ulma Form Works 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concordia Life Care Community 403(b) Plan in OK (135 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 223617107.

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.