401(k) · DOL Form 5500 · 2023

Ulrich Consulting Group, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
22
Participants Small participant base
38th
Percentile by assets National rank
$159,845
Avg per participant Above avg balance/head
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Official DOL plan name: Ulrich Consulting Group 401(k) Profit Sharing Plan · Sponsored by Ulrich Consulting Group, LLC · New Mexico · Professional & Technical Services

$4M in assets, 22 participants

Ulrich Consulting Group, LLC's Ulrich Consulting Group 401(k) Profit Sharing Plan reported $4M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,157 in Professional & Technical Services (20,321 peers)

Ulrich Consulting Group, LLC multi-year trail

Ulrich Consulting Group, LLC's plans moved +60.8% in assets from 2022 to 2023; this filing shows Ulrich Consulting Group 401(k) Profit Sharing Plan at $4M / 22 participants.

#7,157
in Professional & Technical Services (20,321 peers)
+60.8%
assets growth YoY

Ulrich Consulting Group 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ulrich Consulting Group 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,516,594 38th percentile higher than 38% of 127,068 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 2023

Ulrich Consulting Group 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ulrich Consulting Group 401(k) Profit Sharing Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ulrich Consulting Group 401(k) Profit Sharing Plan reported net income rose from -$142K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ulrich Consulting Group 401(k) Profit Sharing Plan reported participants rose from 12 in the plan year 2022 filing to 22 in the plan year 2023 filing.
  • Ulrich Consulting Group 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 453972125 · Ulrich Consulting Group, LLC PY 2023 · 401(k)

Ulrich Consulting Group 401(k) Profit Sharing Plan · $4M · 22 · 38th

  • IND $4M
  • EOY 22
  • 5500 38th
  • ASSETS 401(k)
  • PCT near Ohio Management, LLC Profit Sharing Plan
  • EIN ind #7157

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 New Mexico →

Ulrich Consulting Group 401(k) Profit Sharing Plan in the asset neighbourhood

Ulrich Consulting Group 401(k) Profit Sharing PlanUlrich Consulting Group 401(…$4MOhio Management, LLC Profit Sharing PlanOhio Management, LLC Profit …$4MIndorama Ventures Sustainable Solutions LLC 401(k) PlanIndorama Ventures Sustainabl…$4MAtlantic Coast Enterprises LLC 401(k) PlanAtlantic Coast Enterprises L…$4MEchelon Fitness Multimedia 401(k) PlanEchelon Fitness Multimedia 4…$4M
End-of-year total assets ($M) among Ulrich Consulting Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ulrich Consulting Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Ulrich Consulting Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 60.787542990600365% vs 2022
2023 filing year
$2M$2.5M$3M$3.5M$4M 20222023 $2.19M $3.52M ▲ +60.7%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 22 $4M

Ulrich Consulting Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN453972125
Plan Effective Date2011-10-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

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

Ulrich Consulting Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Ulrich Consulting Group 401(k) Profit Sharing Plan, Total assets ($B): 0.003516594 · Participants: 22Ulrich Consulting Group 401(k) Profit Sharing PlanNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Ulrich Consulting Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Ulrich Consulting Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ulrich Consulting Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Ohio Management, LLC Profit Sharing Plan in LA ($4M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ulrich Consulting Group 401(k) Profit Sharing Plan assets move in 2023? ▼
Ulrich Consulting Group 401(k) Profit Sharing Plan surged - up 60.8% during 2023, from $2M to $4M. Reported net income was $1M.
How have Ulrich Consulting Group, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ulrich Consulting Group, LLC's sponsor-wide assets grew 60.8%, from $2M to $4M.
Which 401(k) plans are similar in size to Ulrich Consulting Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ohio Management, LLC Profit Sharing Plan in LA ($4M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Ulrich Consulting Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants, $553K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 453972125.

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.