401(k) · DOL Form 5500 · 2023

Ursus Equity Inc. 401(k) Plan

Data updated 2026-08-25

$588K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$588,421
Avg per participant High balance/head
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Official DOL plan name: Ursus Equity Inc. 401(k) Plan · Sponsored by Ursus Equity Inc. · Montana · Real Estate

$588K in assets, 1 participants

Ursus Equity Inc.'s Ursus Equity Inc. 401(k) Plan reported $588K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,574 in Real Estate (4,727 peers)

Ursus Equity Inc. multi-year trail

Ursus Equity Inc.'s plans moved -28.1% in assets from 2022 to 2024; this filing shows Ursus Equity Inc. 401(k) Plan at $588K / 1 participant.

#1,574
in Real Estate (4,727 peers)
+73.9%
assets growth YoY

Ursus Equity Inc. 401(k) Plan among the smaller filed plans by assets

Ursus Equity Inc. 401(k) Plan vs every filed plan by assets

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

$588,421 19th percentile higher than 19% 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

Ursus Equity Inc. 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. Ursus Equity Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ursus Equity Inc. 401(k) Plan reported net income rose from $49K in the plan year 2022 filing to $250K in the plan year 2023 filing.
  • Ursus Equity Inc. 401(k) Plan end-of-year assets rose from $338K in the plan year 2022 filing to $588K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 853431670 · Ursus Equity Inc. PY 2023 · 401(k)

Ursus Equity Inc. 401(k) Plan · $588K · 1 · 19th

  • PCT $588K
  • EIN 1
  • RANK 19th
  • PHOTO 401(k)
  • IND near The Chick, Inc 401(k) Profit Sharing Plan
  • EOY ind #1574

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 Montana →

Ursus Equity Inc. 401(k) Plan in the asset neighbourhood

Ursus Equity Inc. 401(k) Plan$588KThe Chick, Inc 401(k) Profit Sharing PlanThe Chick, Inc 401(k) Profit…$588KBrookline Development LLC Retirement PlanBrookline Development LLC Re…$588KCap and Gown, Inc. Profit Sharing PlanCap and Gown, Inc. Profit Sh…$589KSteel City Emergency Vets 401(k) PlanSteel City Emergency Vets 40…$588K
End-of-year total assets ($M) among Ursus Equity Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ursus Equity Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ursus Equity Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$243K 28.069952474404747% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M 202220232024 $0.34M $0.24M ▼ -29.4%
Year Plans Participants Total Assets
2022 1 1 $338K
2023 1 1 $588K
2024 1 1 $243K

Ursus Equity Inc. filing trail (2023)

Total Assets (Beginning of Year)$338K
Net Assets (End of Year)$588K
Net Income$250K
Employer EIN853431670
Plan Effective Date2020-10-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Ursus Equity Inc. 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Ursus Equity Inc. 401(k) Plan, Total assets ($M): 0.588421 · Participants: 1Ursus Equity Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
Ursus Equity Inc. 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Ursus Equity Inc. 401(k) Plan side-by-side with 3 peers →

Ursus Equity Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is The Chick, Inc 401(k) Profit Sharing Plan in OR ($588K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($588K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Ursus Equity Inc. 401(k) Plan assets move in 2023? ▼
Ursus Equity Inc. 401(k) Plan surged - up 73.9% during 2023, from $338K to $588K. Reported net income was $250K.
How have Ursus Equity Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ursus Equity Inc.'s sponsor-wide assets declined 28.1%, from $338K to $243K.
Where does Ursus Equity Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Ursus Equity Inc. 401(k) Plan ranks in the 19th 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 Ursus Equity Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Chick, Inc 401(k) Profit Sharing Plan in OR ($588K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Ursus Equity Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 853431670.

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.