401(k) · DOL Form 5500 · 2022
Ulmer & Berne LLP 401(k) Plan
Data updated 2026-08-11
- $178M
- Total assets
- 326
- Participants
- 95th
- Percentile by assets
- $546,470
- Avg per participant
Official DOL plan name: Ulmer & Berne LLP Retirement/401(k) Plan and Trust · Sponsored by Ulmer & Berne LLP · Ohio · Professional & Technical Services
$178M in assets, 326 participants
Ulmer & Berne LLP's Ulmer & Berne LLP Retirement/401(k) Plan and Trust reported $178M in total assets and 326 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 139,126 plans)
- #20,772 in Professional & Technical Services (21,562 peers)
Coverage in Ohio
Ulmer & Berne LLP Retirement/401(k) Plan and Trust covers 326 participants in Ohio, about 43% of the average Ohio filer (state average ~765 per filing). Assets: $178M.
- $178M
- total plan assets (2022 EOY)
- 326
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $546,470
- avg assets per participant
The plan reported a net loss of $36M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Ulmer & Berne LLP Retirement/401(k) Plan and Trust reports 326 participants - about 43% of that state average ($178M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $214M |
|---|---|
| Net Assets (End of Year) | $178M |
| Net Income | -$36M |
| Employer EIN | 340756436 |
| Plan Effective Date | 1969-01-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ulmer & Berne LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 326 | $178M |
| 2023 | 1 | 324 | $177M |
| 2024 | 1 | 296 | $191M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Ulmer & Berne LLP Retirement/401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ulmer & Berne LLP Retirement/401(k) Plan and Trust by total assets, not by location.
- American Systems Corporation Employee Savings and Security 401(k) Plan (VA) $178M · 1,538
- Samuel Son & Co (USA) Inc. 401(k) Plan (IL) $178M · 3,141
- Uwh of Florida LLC 401(k) Retirement Plan (FL) $178M · 1,824
- Roller Bearing Company of America 401(k) Plan (CT) $178M · 2,919
Frequently Asked Questions
How did Ulmer & Berne LLP Retirement/401(k) Plan and Trust assets move in 2022? ▼
How have Ulmer & Berne LLP plan assets changed over time? ▼
Where does Ulmer & Berne LLP Retirement/401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
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Next read for Ulmer & Berne LLP Retirement/401(k) Plan…
Filing takeaways
Ways to act on Ulmer & Berne LLP Retirement/401(k) Plan and Trust's numbers.
- By total assets, Ulmer & Berne LLP Retirement/401(k) Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Ulmer & Berne LLP's sponsor-wide assets have grown 7.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans