Urban Investment Research Corporation Retirement Plan

401(k) · DOL Form 5500 · 2023

What the Filing Says About Urban Investment Research Corporation Retirement Plan

Urban Investment Research Corporation Retirement Plan is a 401(k) retirement plan sponsored by Urban Investment Research Corporation, headquartered in Illinois. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $16M in total end-of-year assets and covers 28 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 364082735, and the plan has been effective since 2012-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets surged from $12M at the beginning of 2023 to $16M at year-end - up 33.9%. Net assets (after liabilities) closed the year at $16M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Across the 2 plan years Urban Investment Research Corporation has on file with PlainRetire (2022-2023), sponsor-wide plan assets have moved from $12M to $16M, a gain of 33.9%, while reported participants moved from 25 to 28 (+12.0%). Year-by-year, sponsor-wide filings show: 2022 - $12M in assets across 1 plan covering 25 participants; 2023 - $16M in assets across 1 plan covering 28 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank Urban Investment Research Corporation Retirement Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.