401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$103M
Total assets Near avg plan size
546
Participants Below avg headcount
93rd
Percentile by assets National rank
$189,439
Avg per participant Above avg balance/head
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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.

  • #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.

#18,381
in Manufacturing (20,602 peers)
-13.5%
assets change YoY
1.0×
vs typical plan assets (national mean)

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.

Ulbrich Plus Savings and Retirement Plan's outsized position 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 $2,050,000,000 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

Ulbrich Plus Savings and Retirement 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. Ulbrich Plus Savings and Retirement Plan sits mid-pack in the medium band (546 participants).

Published 5500 schedule card

Filing strip 060706390 · Ulbrich Stainless Steels & Special Metals, Inc. PY 2022 · 401(k)

Ulbrich Plus Savings and Retirement Plan · $103M · 546 · 93rd

  • IND $103M
  • IND 546
  • IND 93rd
  • IND 401(k)
  • IND near Qrm 401(k) Retirement Savings Plan
  • IND ind #18381

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 Manufacturing retirement plans → · Plans in Connecticut →

Ulbrich Plus Savings and Retirement Plan in the asset neighbourhood

National Express Safe Harbor 401(k) PlanNational Express Safe Harbor…$103MUlbrich Plus Savings and Retirement PlanUlbrich Plus Savings and Ret…$103MQrm 401(k) Retirement Savings PlanQrm 401(k) Retirement Saving…$103MMarel USA 401(k) Retirement PlanMarel USA 401(k) Retirement …$103MConfederated Tribes of the Umatilla Indian Reservation 401(k) Profit Sharing Plan and TrustConfederated Tribes of the U…$103M
End-of-year total assets ($M) among Ulbrich Plus Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Ulbrich Stainless Steels & Special Metals, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$131M 26.96816366992699% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $103M $131M ▲ +27.0%
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 ($B) Participants Ulbrich Plus Savings and Retirement Plan, Total assets ($B): 0.103433687 · Participants: 546Ulbrich Plus Savings and Retirement PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
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 →

Ulbrich Plus Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Qrm 401(k) Retirement Savings Plan in IL ($103M); by covered participants it is Prime Technical Services Inc 401(k) Profit Sharing Plan & Trust in GA (546 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (546 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 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).
Which 401(k) plans cover a similar participant headcount to Ulbrich Plus Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prime Technical Services Inc 401(k) Profit Sharing Plan & Trust in GA (546 participants, $2M 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 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.