401(k) · DOL Form 5500 · 2023

Ulma Form Works, Inc 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
123
Participants Small participant base
48th
Percentile by assets National rank
$48,087
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ulma Form Works 401(k) Plan · Sponsored by Ulma Form Works, Inc · New Jersey · Real Estate

$6M in assets, 123 participants

Ulma Form Works, Inc's Ulma Form Works 401(k) Plan reported $6M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,166 in Real Estate (4,727 peers)

Coverage in New Jersey

Ulma Form Works 401(k) Plan covers 123 participants in New Jersey, about 15% of the average New Jersey filer (state average ~844 per filing). Assets: $6M.

#3,166
in Real Estate (4,727 peers)
+23.3%
assets growth YoY

Ulma Form Works 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Ulma Form Works 401(k) Plan vs every filed plan by assets

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

$5,914,664 48th percentile higher than 48% 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

Ulma Form Works 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ulma Form Works 401(k) Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ulma Form Works 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ulma Form Works 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Ulma Form Works 401(k) Plan reported participants fell from 135 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 223617107 · Ulma Form Works, Inc PY 2023 · 401(k)

Ulma Form Works 401(k) Plan · $6M · 123 · 48th

  • PCT $6M
  • EIN 123
  • RANK 48th
  • PHOTO 401(k)
  • IND near C. Harper Chevrolet, Inc. 401(k) Profit Sharing Plan
  • EOY ind #3166

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 Real Estate retirement plans → · Plans in New Jersey →

Ulma Form Works 401(k) Plan in the asset neighbourhood

Dover Federal Credit Union Employees' 401(k) PlanDover Federal Credit Union E…$6MUlma Form Works 401(k) Plan$6MC. Harper Chevrolet, Inc. 401(k) Profit Sharing PlanC. Harper Chevrolet, Inc. 40…$6MCommunity Motor Co., Inc. Savings PlanCommunity Motor Co., Inc. Sa…$6MCloudbolt Software, Inc. 401(k) PlanCloudbolt Software, Inc. 401…$6M
End-of-year total assets ($M) among Ulma Form Works 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN223617107
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ulma Form Works, Inc)

Sponsor-wide plan assets over time

All Ulma Form Works, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$7M 43.146026231028536% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.8M $6.87M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 135 $5M
2023 1 123 $6M
2024 1 142 $7M

Nearby 401(k) Plans in New Jersey

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

Ulma Form Works 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Ulma Form Works 401(k) Plan, Total assets ($B): 0.005914664 · Participants: 123Ulma Form Works 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Ulma Form Works 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Ulma Form Works 401(k) Plan side-by-side with 3 peers →

Ulma Form Works 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is C. Harper Chevrolet, Inc. 401(k) Profit Sharing Plan in PA ($6M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Ulma Form Works 401(k) Plan assets move in 2023? ▼
Ulma Form Works 401(k) Plan grew sharply - up 23.3% during 2023, from $5M to $6M. Reported net income was $1M.
How have Ulma Form Works, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ulma Form Works, Inc's sponsor-wide assets grew 43.1%, from $5M to $7M.
Which 401(k) plans are similar in size to Ulma Form Works 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is C. Harper Chevrolet, Inc. 401(k) Profit Sharing Plan in PA ($6M, 389 participants).
Which 401(k) plans cover a similar participant headcount to Ulma Form Works 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunchase Salary Savings Plan in NC (123 participants, $2M 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 223617107.

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.