ESOP · DOL Form 5500 · 2022
Ultara Holdings, Inc. ESOP
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 71st
- Percentile by assets National rank
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.
- #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.
- #7,771
- in Retail Trade (9,519 peers)
- -$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. Employee Stock Ownership Plan's outsized position by total assets
Ultara Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,795,069 Top 29% higher than 71% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
EBSA filing schedule strip
Filing strip 200129314 · Ultara Holdings, Inc. PY 2022 · ESOP
Ultara Holdings, Inc. Employee Stock Ownership Plan · $14M · N/A · 71st
- ASSETS $14M
- ASSETS N/A
- ASSETS 71st
- ASSETS ESOP
- ASSETS near Pilot Grove Savings Bank Employee Stock Ownership Plan
- ASSETS ind #7771
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 What is an ESOP? → · Plans in Texas →
Ultara Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Ultara Holdings, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Ultara Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 50.34049793523347% vs 2022
- 2024 filing year
| 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.
- 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
Ultara Holdings, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets
Outside Texas, the nearest ESOP by end-of-year assets is Pilot Grove Savings Bank Employee Stock Ownership Plan in IA at $14M (this filing: $14M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.