401(k) · DOL Form 5500 · 2023

Rick Ullery Dds PC 401(k) Plan

Data updated 2026-08-25

$845K
Total assets Small plan by assets
3
Participants Small participant base
22nd
Percentile by assets National rank
$281,502
Avg per participant High balance/head
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Official DOL plan name: Richard Ullery Dds PC 401(k) Plan · Sponsored by Rick Ullery Dds PC · Wyoming · Healthcare & Social Assistance

$845K in assets, 3 participants

Rick Ullery Dds PC's Richard Ullery Dds PC 401(k) Plan reported $845K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,145 in Healthcare & Social Assistance (17,684 peers)

Rick Ullery Dds PC multi-year trail

Rick Ullery Dds PC's plans moved +34.0% in assets from 2022 to 2024; this filing shows Richard Ullery Dds PC 401(k) Plan at $845K / 3 participants.

#3,145
in Healthcare & Social Assistance (17,684 peers)
+16.1%
assets growth YoY

Richard Ullery Dds PC 401(k) Plan among the smaller filed plans by assets

Richard Ullery Dds PC 401(k) Plan vs every filed plan by assets

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

$844,505 22nd percentile higher than 22% 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

Richard Ullery Dds PC 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard Ullery Dds PC 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Richard Ullery Dds PC 401(k) Plan reported net income rose from -$24K in the plan year 2022 filing to $117K in the plan year 2023 filing.
  • Richard Ullery Dds PC 401(k) Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Richard Ullery Dds PC 401(k) Plan end-of-year assets rose from $728K in the plan year 2022 filing to $845K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 830336116 · Rick Ullery Dds PC PY 2023 · 401(k)

Richard Ullery Dds PC 401(k) Plan · $845K · 3 · 22nd

  • IND $845K
  • EOY 3
  • 5500 22nd
  • ASSETS 401(k)
  • PCT near Lcm Group Retirement Plan
  • EIN ind #3145

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 Healthcare & Social Assistance retirement plans → · Plans in Wyoming →

Richard Ullery Dds PC 401(k) Plan in the asset neighbourhood

Richard Ullery Dds PC 401(k) PlanRichard Ullery Dds PC 401(k)…$845KLcm Group Retirement Plan$844KMichels Angels Corporation 401(k) Profit Sharing PlanMichels Angels Corporation 4…$845KR & T Repairs, Inc. 401(k) Profit Sharing PlanR & T Repairs, Inc. 401(k) P…$844KSouthern Foodservice Management, Inc. Liuna Fort Novosel Bargaining Unit Retirement PlanSouthern Foodservice Managem…$844K
End-of-year total assets ($M) among Richard Ullery Dds PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rick Ullery Dds PC multi-year asset trail

Sponsor-wide plan assets over time

All Rick Ullery Dds PC plans reported in each filing year

Latest sponsor-wide plan assets
$975K 34.02119813007806% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.73M $0.98M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 4 $728K
2023 1 3 $845K
2024 1 3 $975K

Rick Ullery Dds PC filing trail (2023)

Total Assets (Beginning of Year)$728K
Net Assets (End of Year)$845K
Net Income$117K
Employer EIN830336116
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wyoming

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

Richard Ullery Dds PC 401(k) Plan vs. nearby 401(k) plans in Wyoming, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150200 Total assets ($M) Participants Richard Ullery Dds PC 401(k) Plan, Total assets ($M): 0.844505 · Participants: 3Richard Ullery Dds PC 401(k) PlanAdmiral Beverage Corporation 401(k) Plan, Total assets ($M): 156.224282 · Participants: 1354Admiral Beverage Corporation 401(k) PlanWyoming Machinery Company Profit Sharing 401(k) Plan, Total assets ($M): 136.372631 · Participants: 728Wyoming Machinery Company Profit Sharing 401(k) PlanTrihydro Corporation 401(k) Plan, Total assets ($M): 102.846284 · Participants: 539Trihydro Corporation 401(k) PlanTrue Companies Employees' 401(k) Savings Plan, Total assets ($M): 63.309064 · Participants: 950True Companies Employees' 401(k) Savings PlanNeiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($M): 43.885561 · Participants: 493Neiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust
Richard Ullery Dds PC 401(k) Plan vs. nearby 401(k) plans in Wyoming, assets vs. participants
Compare Richard Ullery Dds PC 401(k) Plan side-by-side with 3 peers →

Richard Ullery Dds PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wyoming, the nearest 401(k) by assets is Lcm Group Retirement Plan in NJ ($844K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Richard Ullery Dds PC 401(k) Plan assets move in 2023? ▼
Richard Ullery Dds PC 401(k) Plan grew sharply - up 16.1% during 2023, from $728K to $845K. Reported net income was $117K.
How have Rick Ullery Dds PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rick Ullery Dds PC's sponsor-wide assets grew 34.0%, from $728K to $975K.
Where does Richard Ullery Dds PC 401(k) Plan rank by assets among Form 5500 filers? ▼
Richard Ullery Dds PC 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Richard Ullery Dds PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lcm Group Retirement Plan in NJ ($844K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Richard Ullery Dds PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 830336116.

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.