401(k) · DOL Form 5500 · 2022
Ul LLC 401(k) Plan
Data updated 2026-08-11
- $1.4B
- Total assets
- 5,582
- Participants
- 99th
- Percentile by assets
- $259,499
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $1.4B
- total plan assets (2022 EOY)
- 5,582
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $259,499
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Ul Financial Security Plan reports 5,582 participants - 7.2x that state average ($1.4B EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | -$375M |
| Employer EIN | 943282454 |
| Plan Effective Date | 1972-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ul LLC)
| 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
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
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 (401(k), $2.0B, 5,384 participants)
- The Retirement Income Plan for Employees of Ul LLC (Defined Benefit (Pension), $262M, 739 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ul Financial Security Plan by total assets, not by location.
- Gannett Media Corp. 401(k) Savings Plan (VA) $1.5B · 13,620
- Wec Energy Group Retirement Savings Plan (WI) $1.5B · 3,550
- Performance Food Group Employee Savings Plan (VA) $1.4B · 23,511
- Credit Union Retirement Plan Association 401(k) Plan (WI) $1.5B · 16,587
Frequently Asked Questions
How did Ul Financial Security Plan assets move in 2022? ▼
How have Ul LLC plan assets changed over time? ▼
Where does Ul Financial Security Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Ul Financial Security Plan? ▼
Next read for Ul Financial Security Plan
Filing takeaways
Ways to act on Ul Financial Security Plan's numbers.
- By total assets, Ul Financial Security Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Ul LLC's sponsor-wide assets have grown 33.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans