401(k) · DOL Form 5500 · 2022

Ulterra Drilling Technologies, L.P. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
278
Participants Below avg headcount
79th
Percentile by assets National rank
$81,823
Avg per participant Below avg balance/head
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Official DOL plan name: Ulterra 401(k) Savings Plan · Sponsored by Ulterra Drilling Technologies, L.P. · Texas · Manufacturing

$23M in assets, 278 participants

Ulterra Drilling Technologies, L.P.'s Ulterra 401(k) Savings Plan reported $23M in total assets and 278 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #14,542 in Manufacturing (20,602 peers)

Coverage in Texas

Ulterra 401(k) Savings Plan covers 278 participants in Texas, about 40% of the average Texas filer (state average ~688 per filing). Assets: $23M.

#14,542
in Manufacturing (20,602 peers)
-13.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ulterra 401(k) Savings Plan's outsized position by total assets

Ulterra 401(k) Savings Plan vs every filed plan by assets

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

$22,746,865 Top 21% higher than 79% 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

Ulterra 401(k) Savings 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. Ulterra 401(k) Savings Plan sits mid-pack in the medium band (278 participants).

Form 5500 schedule snapshot

Filing strip 751503097 · Ulterra Drilling Technologies, L.P. PY 2022 · 401(k)

Ulterra 401(k) Savings Plan · $23M · 278 · 79th

  • ASSETS $23M
  • ASSETS 278
  • ASSETS 79th
  • ASSETS 401(k)
  • ASSETS near Carolina Eye Retirement Savings Plan & Money Purchase Plan
  • ASSETS ind #14542

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 Texas →

Ulterra 401(k) Savings Plan in the asset neighbourhood

Ulterra 401(k) Savings Plan$23MCarolina Eye Retirement Savings Plan & Money Purchase PlanCarolina Eye Retirement Savi…$23MGordon Terminal Service Co. 401(k) Profit Sharing PlanGordon Terminal Service Co. …$23MVacuum Barrier Corporation Profit Sharing Plan for EmployeesVacuum Barrier Corporation P…$23MJrmb II, Inc. 401(k) Plan$23M
End-of-year total assets ($M) among Ulterra 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$23M
Net Income-$3M
Employer EIN751503097
Plan Effective Date2016-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ulterra Drilling Technologies, L.P.)

Sponsor-wide plan assets over time

All Ulterra Drilling Technologies, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $22.8M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 278 $23M
2023 1 380 $30M
2024 1 371 N/A

Nearby 401(k) Plans in Texas

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

Ulterra 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Ulterra 401(k) Savings Plan, Total assets ($B): 0.022746865 · Participants: 278Ulterra 401(k) Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Ulterra 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Outside Texas, the nearest 401(k) by assets is Carolina Eye Retirement Savings Plan & Money Purchase Plan in NC ($23M); by covered participants it is Laird Technologies, Inc. 401(k) and Profit Sharing Plan in MO (278 participants). Same-state nearby plans are listed separately above.

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 Ulterra 401(k) Savings Plan assets move in 2022?
Ulterra 401(k) Savings Plan pulled back noticeably - down 13.3% during 2022, from $26M to $23M. Reported net income was -$3M.
Where does Ulterra 401(k) Savings Plan rank by assets among Form 5500 filers?
Ulterra 401(k) Savings Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ulterra 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Carolina Eye Retirement Savings Plan & Money Purchase Plan in NC ($23M, 224 participants).
Which 401(k) plans cover a similar participant headcount to Ulterra 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Laird Technologies, Inc. 401(k) and Profit Sharing Plan in MO (278 participants, N/A in assets).