401(k) · DOL Form 5500 · 2022

Ulse Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
196
Participants Below avg headcount
85th
Percentile by assets National rank
$184,875
Avg per participant Above avg balance/head
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Official DOL plan name: Ulse and Ulri Financial Security Plan · Sponsored by Ulse Inc. · Illinois · Professional & Technical Services

$36M in assets, 196 participants

Ulse Inc.'s Ulse and Ulri Financial Security Plan reported $36M in total assets and 196 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,490 in Professional & Technical Services (21,562 peers)

Coverage in Illinois

Ulse and Ulri Financial Security Plan covers 196 participants in Illinois, about 25% of the average Illinois filer (state average ~779 per filing). Assets: $36M.

#18,490
in Professional & Technical Services (21,562 peers)
$1M
reported net income
0.4×
vs typical plan assets (national mean)

Ulse and Ulri Financial Security Plan's outsized position by total assets

Ulse and Ulri Financial Security Plan vs every filed plan by assets

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

$36,235,564 Top 15% higher than 85% 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

Ulse and Ulri Financial Security Plan 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. Ulse and Ulri Financial Security Plan sits mid-pack in the medium band (196 participants).

Form 5500 schedule snapshot

Filing strip 301211139 · Ulse Inc. PY 2022 · 401(k)

Ulse and Ulri Financial Security Plan · $36M · 196 · 85th

  • EBSA $36M
  • PART 196
  • TYPE 85th
  • NET 401(k)
  • BOOK near Zara USA & Related Companies 401(k) Plan
  • VS-ST ind #18490

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 →

Ulse and Ulri Financial Security Plan in the asset neighbourhood

Ulse and Ulri Financial Security PlanUlse and Ulri Financial Secu…$36MBtg Pactual 401(k) Plan$36MKirby-Smith Machinery, Inc. 401(k) Profit Sharing PlanKirby-Smith Machinery, Inc. …$36MZara USA & Related Companies 401(k) PlanZara USA & Related Companies…$36MThe Enhanced Capital Accumulation Plan for the Employees of the Fidelity BankThe Enhanced Capital Accumul…$36M
End-of-year total assets ($M) among Ulse and Ulri Financial Security Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$36M
Net Income$1M
Employer EIN301211139
Plan Effective Date2022-10-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Ulse Inc.)

Sponsor-wide plan assets over time

All Ulse Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 75.28667416353724% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $36.2M $63.5M ▲ +75.3%
Year Plans Participants Total Assets
2022 1 196 $36M
2023 1 199 $52M
2024 1 376 $64M

Nearby 401(k) Plans in Illinois

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

Ulse and Ulri Financial Security Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Ulse and Ulri Financial Security Plan, Total assets ($B): 0.036235564 · Participants: 196Ulse and Ulri 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
Ulse and Ulri Financial Security Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Ulse and Ulri Financial Security Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Zara USA & Related Companies 401(k) Plan in NY ($36M); by covered participants it is G.D. Barri & Associates, Inc. 401(k) Plan in AZ (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 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 have Ulse Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ulse Inc.'s sponsor-wide assets grew 75.3%, from $36M to $64M.
Where does Ulse and Ulri Financial Security Plan rank by assets among Form 5500 filers? ▼
Ulse and Ulri Financial Security Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ulse and Ulri Financial Security Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zara USA & Related Companies 401(k) Plan in NY ($36M, 2,002 participants).
Which 401(k) plans cover a similar participant headcount to Ulse and Ulri Financial Security Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G.D. Barri & Associates, Inc. 401(k) Plan in AZ (196 participants, $3M 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 301211139.

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.