401(k) · DOL Form 5500 · 2022

Ursa Major, Inc. 401(k) Plan

Data updated 2026-08-25

$493K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$493,128
Avg per participant High balance/head
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Official DOL plan name: Ursa Major 401(k) · Sponsored by Ursa Major, Inc. · Minnesota · Other Services

$493K in assets, 1 participants

Ursa Major, Inc.'s Ursa Major 401(k) reported $493K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #3,223 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Ursa Major 401(k) ranks #3,223 of 8,398 2022 filers by assets (4070% of the sector average)-$493K for 1 participant.

#3,223
in Other Services (8,398 peers)
+120.8%
assets growth YoY

Ursa Major 401(k) among the smaller filed plans by assets

Ursa Major 401(k) vs every filed plan by assets

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

$493,128 18th percentile higher than 18% 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

Ursa Major 401(k) among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ursa Major 401(k) is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 871738636 · Ursa Major, Inc. PY 2022 · 401(k)

Ursa Major 401(k) · $493K · 1 · 18th

  • EBSA $493K
  • PART 1
  • TYPE 18th
  • NET 401(k)
  • BOOK near Kast Capital Retirement Plan
  • VS-ST ind #3223

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 Other Services retirement plans → · Plans in Minnesota →

Ursa Major 401(k) in the asset neighbourhood

Ursa Major 401(k)$493KKast Capital Retirement Plan$493KSouth Texas Auto Parts Company 401(k) PlanSouth Texas Auto Parts Compa…$493KBovine Burgers Inc. 401(k) PlanBovine Burgers Inc. 401(k) P…$493KThe Jlinz Group Retirement PlanThe Jlinz Group Retirement P…$493K
End-of-year total assets ($M) among Ursa Major 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$223K
Net Assets (End of Year)$493K
Net Income$270K
Employer EIN871738636
Plan Effective Date2021-07-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Ursa Major, Inc.)

Sponsor-wide plan assets over time

All Ursa Major, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$158K 68.01378141172272% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.49M $0.16M ▼ -67.3%
Year Plans Participants Total Assets
2022 1 1 $493K
2023 1 1 $334K
2024 1 1 $158K

Nearby 401(k) Plans in Minnesota

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

Ursa Major 401(k) vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Ursa Major 401(k), Total assets ($B): 0.000493128 · Participants: 1Ursa Major 401(k)Unitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Ursa Major 401(k) vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Ursa Major 401(k) side-by-side with 3 peers →

Ursa Major 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Kast Capital Retirement Plan in IN ($493K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($493K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Ursa Major 401(k) assets move in 2022? ▼
Ursa Major 401(k) surged - up 120.8% during 2022, from $223K to $493K. Reported net income was $270K.
How have Ursa Major, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ursa Major, Inc.'s sponsor-wide assets declined 68.0%, from $493K to $158K.
Where does Ursa Major 401(k) rank by assets among Form 5500 filers? ▼
Ursa Major 401(k) ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Ursa Major 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Kast Capital Retirement Plan in IN ($493K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Ursa Major 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A 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 871738636.

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.