ESOP · DOL Form 5500 · 2022
Ultara Holdings, Inc. ESOP
Data updated 2026-08-11
- $14M
- Total assets
- N/A
- Participants
- 71st
- Percentile by assets
Official DOL plan name: Ultara Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Ultara Holdings, Inc. · Texas · Retail Trade
$14M in assets, N/A participants
Ultara Holdings, Inc.'s Ultara Holdings, Inc. Employee Stock Ownership Plan reported $14M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- 71st percentile by assets (of 139,126 plans)
- #7,771 in Retail Trade (9,519 peers)
Ultara Holdings, Inc. multi-year trail
Ultara Holdings, Inc.'s plans moved -50.3% in assets from 2022 to 2024; this filing shows Ultara Holdings, Inc. Employee Stock Ownership Plan at $14M / N/A participants.
- $14M
- total plan assets (2022 EOY)
- N/A
- covered participants
- 71st
- percentile by assets (of 139,126 plans)
- -$34M
- reported net income
The plan reported a net loss of $34M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ultara Holdings, Inc. across 3 plan years on file
Across the 3 plan years Ultara Holdings, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $19M to $9M, a decline of 50.3%, while reported participants moved from 78 to 69 (-11.5%). Peak year by sponsor assets: 2022 ($19M); trough: 2023 ($9M).
Ultara Holdings, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 78 | $19M |
| 2023 | 1 | 67 | $9M |
| 2024 | 1 | 69 | $9M |
Ultara Holdings, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | -$34M |
| Net Income | -$34M |
| Employer EIN | 200129314 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
Ultara Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $20.6B · 2,620
- Highland Homes Employee Stock Ownership Plan $520M · 690
- Cactus Feeders, Inc. Employee Stock Ownership Plan $495M · 818
- Austin Industries Employee Stock Ownership Plan $422M · 5,325
- Lja Engineering ESOP $353M · 1,298
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Ultara Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Ultara Holdings, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Ultara Holdings, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
- Ultara Holdings, Inc.'s sponsor-wide assets have declined 50.3% since 2022 across 3 plan years on file. More Retail Trade plans