401(k) · DOL Form 5500 · 2023

Ultratec, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
782
Participants Near avg headcount
76th
Percentile by assets National rank
$31,263
Avg per participant Low balance/head
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Official DOL plan name: Ultratec, Inc. 401(k) Plan · Sponsored by Ultratec, Inc. · Wisconsin · Manufacturing

$24M in assets, 782 participants

Ultratec, Inc.'s Ultratec, Inc. 401(k) Plan reported $24M in total assets and 782 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #12,531 in Manufacturing (18,722 peers)

Where Ultratec, Inc. 401(k) Plan sits by assets

Ultratec, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 782 participants (~$31,263/participant), up 20.3% in 2023.

#12,531
in Manufacturing (18,722 peers)
+20.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Ultratec, Inc. 401(k) Plan's outsized position by total assets

Ultratec, Inc. 401(k) Plan vs every filed plan by assets

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

$24,447,582 Top 24% higher than 76% 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

Ultratec, Inc. 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. Ultratec, Inc. 401(k) Plan sits mid-pack in the medium band (782 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ultratec, Inc. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ultratec, Inc. 401(k) Plan reported participants fell from 1,639 in the plan year 2022 filing to 782 in the plan year 2023 filing.
  • Ultratec, Inc. 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391357022 · Ultratec, Inc. PY 2023 · 401(k)

Ultratec, Inc. 401(k) Plan · $24M · 782 · 76th

  • BOOK $24M
  • VS-ST 782
  • BOY 76th
  • SCH 401(k)
  • EBSA near Forrester Construction Company 401(k) Plan
  • PART ind #12531

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 Manufacturing retirement plans → · Plans in Wisconsin →

Ultratec, Inc. 401(k) Plan in the asset neighbourhood

Ultratec, Inc. 401(k) Plan$24MForrester Construction Company 401(k) PlanForrester Construction Compa…$24MThe House of Larose Employees 401(k) PlanThe House of Larose Employee…$24MFairfield Properties 401(k) Savings PlanFairfield Properties 401(k) …$24MCraigslist Retirement Plan$24M
End-of-year total assets ($M) among Ultratec, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN391357022
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ultratec, Inc.)

Sponsor-wide plan assets over time

All Ultratec, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 37.74039251686367% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.3M $28M ▲ +37.7%
Year Plans Participants Total Assets
2022 1 1,639 $20M
2023 1 782 $24M
2024 1 771 $28M

Nearby 401(k) Plans in Wisconsin

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

Ultratec, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Ultratec, Inc. 401(k) Plan, Total assets ($B): 0.024447582 · Participants: 782Ultratec, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Ultratec, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Ultratec, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Forrester Construction Company 401(k) Plan in MD ($24M); by covered participants it is Ecovyst 401(k) Savings Plan in PA (782 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (782 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 Ultratec, Inc. 401(k) Plan assets move in 2023? ▼
Ultratec, Inc. 401(k) Plan grew sharply - up 20.3% during 2023, from $20M to $24M. Reported net income was $4M.
How have Ultratec, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ultratec, Inc.'s sponsor-wide assets grew 37.7%, from $20M to $28M.
Where does Ultratec, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Ultratec, Inc. 401(k) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ultratec, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Forrester Construction Company 401(k) Plan in MD ($24M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Ultratec, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ecovyst 401(k) Savings Plan in PA (782 participants, $238M 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 391357022.

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.