401(k) · DOL Form 5500 · 2022

Ulrey Foods, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
96
Participants Small participant base
35th
Percentile by assets National rank
$23,099
Avg per participant Low balance/head
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Official DOL plan name: Ulrey Foods, Inc. Profit Sharing Plan · Sponsored by Ulrey Foods, Inc. · Ohio · Food Services & Accommodation

$2M in assets, 96 participants

Ulrey Foods, Inc.'s Ulrey Foods, Inc. Profit Sharing Plan reported $2M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,251 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Ulrey Foods, Inc. Profit Sharing Plan ranks #3,251 of 4,592 2022 filers by assets (882% of the sector average)-$2M for 96 participants.

#3,251
in Food Services & Accommodation (4,592 peers)
-0.1%
assets change YoY

The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ulrey Foods, Inc. Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Ulrey Foods, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,217,533 35th percentile higher than 35% 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

Ulrey Foods, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ulrey Foods, Inc. Profit Sharing Plan is a small filing (96 participants) on this national headcount ladder.

DOL schedule card

Filing strip 311027563 · Ulrey Foods, Inc. PY 2022 · 401(k)

Ulrey Foods, Inc. Profit Sharing Plan · $2M · 96 · 35th

  • BOOK $2M
  • BOOK 96
  • BOOK 35th
  • BOOK 401(k)
  • BOOK near Sunrise Medical Group, P.C. 401(k) Plan
  • BOOK ind #3251

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 Food Services & Accommodation retirement plans → · Plans in Ohio →

Ulrey Foods, Inc. Profit Sharing Plan in the asset neighbourhood

Ulrey Foods, Inc. Profit Sharing PlanUlrey Foods, Inc. Profit Sha…$2MSunrise Medical Group, P.C. 401(k) PlanSunrise Medical Group, P.C. …$2MSoutheastern Galleries, Inc. Profit Sharing PlanSoutheastern Galleries, Inc.…$2MProductive Resources, LLC 401(k) & Retirement PlanProductive Resources, LLC 40…$2MRichard S. Calone, Inc. a Professional Law Corporation 401(k) Profit Sharing PlanRichard S. Calone, Inc. a Pr…$2M
End-of-year total assets ($M) among Ulrey Foods, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$2K
Employer EIN311027563
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ulrey Foods, Inc.)

Sponsor-wide plan assets over time

All Ulrey Foods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 30.173516122864697% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.1M $14.5M ▲ +30.2%
Year Plans Participants Total Assets
2022 2 201 $11M
2023 2 212 $12M
2024 2 219 $14M

Nearby 401(k) Plans in Ohio

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

Ulrey Foods, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Ulrey Foods, Inc. Profit Sharing Plan, Total assets ($B): 0.002217533 · Participants: 96Ulrey Foods, Inc. Profit Sharing PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Ulrey Foods, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Ulrey Foods, Inc. Profit Sharing Plan side-by-side with 3 peers →

Ulrey Foods, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Sunrise Medical Group, P.C. 401(k) Plan in NM ($2M); by covered participants it is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Ulrey Foods, Inc. Profit Sharing Plan assets move in 2022? ▼
Ulrey Foods, Inc. Profit Sharing Plan held essentially flat - down 0.1% during 2022, from $2M to $2M. Reported net income was -$2K.
How have Ulrey Foods, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ulrey Foods, Inc.'s sponsor-wide assets grew 30.2%, from $11M to $14M.
Which 401(k) plans are similar in size to Ulrey Foods, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sunrise Medical Group, P.C. 401(k) Plan in NM ($2M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Ulrey Foods, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants, $46K 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 311027563.

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.