401(k) · DOL Form 5500 · 2023
Uline, Inc. 401(k) Plan
Data updated 2026-08-25
- $771M
- Total assets Above avg plan size
- 7,966
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $96,760
- Avg per participant Below avg balance/head
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.
- #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.
- #6,241
- in Wholesale Trade (6,309 peers)
- +30.5%
- assets growth YoY
- 7.7×
- vs typical plan assets (national mean)
Uline, Inc. Profit Sharing Plan and Trust's outsized position by total assets
Uline, Inc. Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$770,788,701 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Uline, Inc. Profit Sharing Plan and Trust's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uline, Inc. Profit Sharing Plan and Trust lands in the large band (7,966 participants).
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.
Plan-year Form 5500 strip
Filing strip 363684738 · Uline, Inc. PY 2023 · 401(k)
Uline, Inc. Profit Sharing Plan and Trust · $771M · 7,966 · 98th
- EOY $771M
- EOY 7,966
- EOY 98th
- EOY 401(k)
- EOY near Pay Deferral and Savings Plan of Hines Interests Limited Partnership
- EOY ind #6241
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 Wholesale Trade retirement plans → · Plans in Wisconsin →
Uline, Inc. Profit Sharing Plan and Trust in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Uline, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $968M 63.90444924503883% vs 2022
- 2024 filing year
| 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.
- 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)
Uline, Inc. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Pay Deferral and Savings Plan of Hines Interests Limited Partnership in TX ($771M); by covered participants it is Hoag Sheltered Savings Plan in CA (7,963 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($771M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (7,966 participants); asset peers above are excluded.
- Hoag Sheltered Savings Plan (CA) 7,963 · 3 off
- The Toro Company Retirement Plan (MN) 7,971 · 5 off
- Soliant 401(k) Plan (GA) 7,955 · 11 off
- The Cultural Institutions Savings Plan (NY) 7,978 · 12 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.