401(k) · DOL Form 5500 · 2023
Uline, Inc. 401(k) Plan
Data updated 2026-08-11
- $771M
- Total assets
- 7,966
- Participants
- 98th
- Percentile by assets
- $96,760
- Avg per participant
Official DOL plan name: Uline, Inc. Profit Sharing Plan and Trust · Sponsored by Uline, Inc. · Wisconsin · Wholesale Trade
$771M in assets, 7,966 participants
Uline, Inc.'s Uline, Inc. Profit Sharing Plan and Trust reported $771M in total assets and 7,966 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #6,241 in Wholesale Trade (6,309 peers)
Coverage in Wisconsin
Uline, Inc. Profit Sharing Plan and Trust covers 7,966 participants in Wisconsin, 14x the typical Wisconsin plan (state average ~563 per filing). Assets: $771M.
- $771M
- total plan assets (2023 EOY)
- 7,966
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $96,760
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Uline, Inc. Profit Sharing Plan and Trust reported net income rose from -$62M in the plan year 2022 filing to $180M in the plan year 2023 filing.
- Uline, Inc. Profit Sharing Plan and Trust end-of-year assets rose from $591M in the plan year 2022 filing to $771M in the plan year 2023 filing.
- Uline, Inc. Profit Sharing Plan and Trust reported participants rose from 7,339 in the plan year 2022 filing to 7,966 in the plan year 2023 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Uline, Inc. Profit Sharing Plan and Trust reports 7,966 participants - 14x that state average ($771M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $591M |
|---|---|
| Net Assets (End of Year) | $771M |
| Net Income | $180M |
| Employer EIN | 363684738 |
| Plan Effective Date | 1986-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Uline, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,339 | $591M |
| 2023 | 1 | 7,966 | $771M |
| 2024 | 1 | 8,285 | $968M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Uline, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Scale composition for Uline, Inc. Profit Sharing Plan and Trust
Uline, Inc. Profit Sharing Plan and Trust reports $771M in end-of-year assets across 7,966 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $96,760 per participant (70% of the national average assets-per-participant) . Net income for plan year 2023 was $180M.
This plan identity (EIN 363684738, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $591M to $968M (+63.9%) while covered participants moved from 7,339 to 8,285 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,339 | $591M | Open filing |
| 2023 | 7,966 | $771M | This page |
| 2024 · index core | 8,285 | $968M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Uline, Inc. Profit Sharing Plan and Trust (401(k), $968M, 8,285 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Uline, Inc. Profit Sharing Plan and Trust by total assets, not by location.
- Pay Deferral and Savings Plan of Hines Interests Limited Partnership (TX) $771M · 2,745
- Mary Kay Inc. Profit Sharing and 401(k) Plan (TX) $769M · 1,770
- Auto-Owners Insurance Company Retirement Savings Plan (MI) $773M · 6,483
- In-N-Out Burger Associates' Profit Sharing Plan (CA) $768M · 11,750
Frequently Asked Questions
How did Uline, Inc. Profit Sharing Plan and Trust assets move in 2023? ▼
How have Uline, Inc. plan assets changed over time? ▼
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Filing takeaways
Ways to act on Uline, Inc. Profit Sharing Plan and Trust's numbers.
- By total assets, Uline, Inc. Profit Sharing Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Uline, Inc.'s sponsor-wide assets have grown 63.9% since 2022 across 3 plan years on file. More Wholesale Trade plans