401(k) · DOL Form 5500 · 2022

Ulbrich Stainless Steels & Special Metals, Inc. 401(k) Plan

Data updated 2026-08-11

$103M
Total assets
546
Participants
93rd
Percentile by assets
$189,439
Avg per participant
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Official DOL plan name: Ulbrich Plus Savings and Retirement Plan · Sponsored by Ulbrich Stainless Steels & Special Metals, Inc. · Connecticut · Manufacturing

$103M in assets, 546 participants

Ulbrich Stainless Steels & Special Metals, Inc.'s Ulbrich Plus Savings and Retirement Plan reported $103M in total assets and 546 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #18,381 in Manufacturing (20,602 peers)

Where Ulbrich Plus Savings and Retirement Plan sits by assets

Ulbrich Plus Savings and Retirement Plan sits in the top 10% of all filed plans by assets, $103M for 546 participants (~$189,439/participant), down 13.5% in 2022.

$103M
total plan assets (2022 EOY)
546
covered participants
93rd
percentile by assets (of 139,126 plans)
$189,439
avg assets per participant

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Ulbrich Plus Savings and Retirement Plan sits by total assets

Ulbrich Plus Savings and Retirement Plan vs every filed plan by assets

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

$103,433,687 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Connecticut
Industry
Manufacturing

Ulbrich Plus Savings and Retirement Plan vs the 2022 asset distribution

By assets, Ulbrich Plus Savings and Retirement Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$103M
Net Income-$16M
Employer EIN060706390
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ulbrich Stainless Steels & Special Metals, Inc.)

$100M$110M$120M$130M$140M 202220232024 $103M $131M ▲ +27.0%
Total plan assets by year, all Ulbrich Stainless Steels & Special Metals, Inc. plans on file
Year Plans Participants Total Assets
2022 1 546 $103M
2023 1 593 $121M
2024 1 594 $131M

Nearby 401(k) Plans in Connecticut

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

Ulbrich Plus Savings and Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Ulbrich Plus Savings…, Total assets ($B): 0.103433687 · Participants: 546Ulbrich Plus Savings…United Technologies …, Total assets ($B): 48.916975 · Participants: 55762United Technologies …GE Retirement Saving…, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Saving…Citi Retirement Savi…, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savi…The Hartford Investm…, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investm…Xerox Corporation Sa…, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Sa…
Ulbrich Plus Savings and Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Ulbrich Plus Savings and Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ulbrich Plus Savings and Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Ulbrich Plus Savings and Retirement Plan assets move in 2022? ▼
Ulbrich Plus Savings and Retirement Plan pulled back noticeably - down 13.5% during 2022, from $120M to $103M. Reported net income was -$16M.
How have Ulbrich Stainless Steels & Special Metals, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ulbrich Stainless Steels & Special Metals, Inc.'s sponsor-wide assets grew 27.0%, from $103M to $131M.
Where does Ulbrich Plus Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Ulbrich Plus Savings and Retirement Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ulbrich Plus Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Qrm 401(k) Retirement Savings Plan in IL ($103M, 191 participants).

Next read for Ulbrich Plus Savings and Retirement Plan

Scale reading

Ways to act on Ulbrich Plus Savings and Retirement Plan's numbers.

  • By total assets, Ulbrich Plus Savings and Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
  • Ulbrich Stainless Steels & Special Metals, Inc.'s sponsor-wide assets have grown 27.0% since 2022 across 3 plan years on file. More Manufacturing plans

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 060706390.

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.