401(k) · DOL Form 5500 · 2022

Ul LLC 401(k) Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
5,582
Participants Above avg headcount
99th
Percentile by assets National rank
$259,499
Avg per participant Above avg balance/head
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Official DOL plan name: Ul Financial Security Plan · Sponsored by Ul LLC · Illinois · Professional & Technical Services

$1.4B in assets, 5,582 participants

Ul LLC's Ul Financial Security Plan reported $1.4B in total assets and 5,582 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #21,460 in Professional & Technical Services (21,562 peers)

Coverage in Illinois

Ul Financial Security Plan covers 5,582 participants in Illinois, 7.2x the typical Illinois plan (state average ~779 per filing). Assets: $1.4B.

#21,460
in Professional & Technical Services (21,562 peers)
-22.0%
assets change YoY
15×
vs typical plan assets (national mean)

The plan reported a net loss of $375M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ul Financial Security Plan's outsized position by total assets

Ul Financial Security Plan vs every filed plan by assets

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

$1,448,523,000 Top 1% higher than 99% 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

Ul Financial Security Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ul Financial Security Plan lands in the large band (5,582 participants).

DOL schedule card

Filing strip 943282454 · Ul LLC PY 2022 · 401(k)

Ul Financial Security Plan · $1.4B · 5,582 · 99th

  • EIN $1.4B
  • EIN 5,582
  • EIN 99th
  • EIN 401(k)
  • EIN near Gannett Media Corp. 401(k) Savings Plan
  • EIN ind #21460

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 Illinois →

Ul Financial Security Plan in the asset neighbourhood

Ul Financial Security Plan$1.4BGannett Media Corp. 401(k) Savings PlanGannett Media Corp. 401(k) S…$1.5BWec Energy Group Retirement Savings PlanWec Energy Group Retirement …$1.5BPerformance Food Group Employee Savings PlanPerformance Food Group Emplo…$1.4BCredit Union Retirement Plan Association 401(k) PlanCredit Union Retirement Plan…$1.5B
End-of-year total assets ($B) among Ul Financial Security Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$1.9B
Net Assets (End of Year)$1.4B
Net Income-$375M
Employer EIN943282454
Plan Effective Date1972-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ul LLC)

Sponsor-wide plan assets over time

All Ul LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2.2B 33.854341436319636% vs 2022
2024 filing year
$1.6B$1.8B$2B$2.2B$2.4B 202220232024 $1.66B $2.22B ▲ +33.7%
Year Plans Participants Total Assets
2022 2 6,496 $1.7B
2023 2 6,453 $1.9B
2024 2 6,123 $2.2B

Nearby 401(k) Plans in Illinois

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

Ul Financial Security Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 05101520 Total assets ($B) Participants Ul Financial Security Plan, Total assets ($B): 1.448523 · Participants: 5582Ul Financial Security PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Ul Financial Security Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Ul Financial Security Plan side-by-side with 3 peers →

Scale composition for Ul Financial Security Plan

Ul Financial Security Plan reports $1.4B in end-of-year assets across 5,582 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $259,499 per participant (1.9x the national average assets-per-participant) . Net income for plan year 2022 was -$375M.

This plan identity (EIN 943282454, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $2.0B (+35.3%) while covered participants moved from 5,582 to 5,384 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,582 $1.4B This page
2023 5,670 $1.7B Open filing
2024 · index core 5,384 $2.0B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Ul Financial Security Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Gannett Media Corp. 401(k) Savings Plan in VA ($1.5B); by covered participants it is Coborn's Incorporated Employees Profit Sharing 401(k) Plan in MN (5,583 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (5,582 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 Ul Financial Security Plan assets move in 2022? ▼
Ul Financial Security Plan declined sharply - down 22.0% during 2022, from $1.9B to $1.4B. Reported net income was -$375M.
How have Ul LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ul LLC's sponsor-wide assets grew 33.9%, from $1.7B to $2.2B.
Where does Ul Financial Security Plan rank by assets among Form 5500 filers? ▼
Ul Financial Security Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Ul Financial Security Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gannett Media Corp. 401(k) Savings Plan in VA ($1.5B, 13,620 participants).
Which 401(k) plans cover a similar participant headcount to Ul Financial Security Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coborn's Incorporated Employees Profit Sharing 401(k) Plan in MN (5,583 participants, $124M 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 943282454.

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.