401(k) · DOL Form 5500 · 2022

Ulmer & Berne LLP 401(k) Plan

Data updated 2026-08-25

$178M
Total assets Near avg plan size
326
Participants Below avg headcount
95th
Percentile by assets National rank
$546,470
Avg per participant High balance/head
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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.

  • #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.

#20,772
in Professional & Technical Services (21,562 peers)
-16.8%
assets change YoY
1.8×
vs typical plan assets (national mean)

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.

Ulmer & Berne LLP Retirement/401(k) Plan and Trust's outsized position by total assets

Ulmer & Berne LLP Retirement/401(k) Plan and Trust vs every filed plan by assets

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

$178,149,273 Top 5% higher than 95% 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

Ulmer & Berne LLP Retirement/401(k) Plan and Trust 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. Ulmer & Berne LLP Retirement/401(k) Plan and Trust sits mid-pack in the medium band (326 participants).

Published 5500 schedule card

Filing strip 340756436 · Ulmer & Berne LLP PY 2022 · 401(k)

Ulmer & Berne LLP Retirement/401(k) Plan and Trust · $178M · 326 · 95th

  • VS-ST $178M
  • VS-ST 326
  • VS-ST 95th
  • VS-ST 401(k)
  • VS-ST near American Systems Corporation Employee Savings and Security 401(k) Plan
  • VS-ST ind #20772

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Ulmer & Berne LLP Retirement/401(k) Plan and Trust in the asset neighbourhood

Uwh of Florida LLC 401(k) Retirement PlanUwh of Florida LLC 401(k) Re…$178MAmerican Systems Corporation Employee Savings and Security 401(k) PlanAmerican Systems Corporation…$178MUlmer & Berne LLP Retirement/401(k) Plan and TrustUlmer & Berne LLP Retirement…$178MSamuel Son & Co (USA) Inc. 401(k) PlanSamuel Son & Co (USA) Inc. 4…$178MRoller Bearing Company of America 401(k) PlanRoller Bearing Company of Am…$178M
End-of-year total assets ($M) among Ulmer & Berne LLP Retirement/401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$214M
Net Assets (End of Year)$178M
Net Income-$36M
Employer EIN340756436
Plan Effective Date1969-01-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Ulmer & Berne LLP)

Sponsor-wide plan assets over time

All Ulmer & Berne LLP plans reported in each filing year

Latest sponsor-wide plan assets
$191M 7.436264418547473% vs 2022
2024 filing year
$175M$180M$185M$190M$195M 202220232024 $178M $191M ▲ +7.4%
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 Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Ulmer & Berne LLP Retirement/401(k) Plan and Trust, Total assets ($B): 0.178149273 · Participants: 326Ulmer & Berne LLP Retirement/401(k) Plan and TrustThe 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
Ulmer & Berne LLP Retirement/401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Ulmer & Berne LLP Retirement/401(k) Plan and Trust side-by-side with 3 peers →

Ulmer & Berne LLP Retirement/401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is American Systems Corporation Employee Savings and Security 401(k) Plan in VA ($178M); by covered participants it is Raining Rose, Inc. 401(k) Plan in IA (326 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (326 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 Ulmer & Berne LLP Retirement/401(k) Plan and Trust assets move in 2022? ▼
Ulmer & Berne LLP Retirement/401(k) Plan and Trust declined sharply - down 16.8% during 2022, from $214M to $178M. Reported net income was -$36M.
How have Ulmer & Berne LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ulmer & Berne LLP's sponsor-wide assets grew 7.4%, from $178M to $191M.
Where does Ulmer & Berne LLP Retirement/401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Ulmer & Berne LLP Retirement/401(k) Plan and Trust ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ulmer & Berne LLP Retirement/401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is American Systems Corporation Employee Savings and Security 401(k) Plan in VA ($178M, 1,538 participants).
Which 401(k) plans cover a similar participant headcount to Ulmer & Berne LLP Retirement/401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Raining Rose, Inc. 401(k) Plan in IA (326 participants, $11M 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 340756436.

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.