401(k) · DOL Form 5500 · 2023

The Ulven Companies 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 108
Participants Small participant base: 49th
Percentile by assets National rank: $59,619
Avg per participant Low balance/head

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Official DOL plan name: The Ulven Companies 401(k) Plan · Sponsored by The Ulven Companies · Oregon · Manufacturing

$6M in assets, 108 participants

The Ulven Companies's The Ulven Companies 401(k) Plan reported $6M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

#6,216 in Manufacturing (18,722 peers)

Coverage in Oregon

The Ulven Companies 401(k) Plan covers 108 participants in Oregon, about 24% of the average Oregon filer (state average ~443 per filing). Assets: $6M.

#6,216
in Manufacturing (18,722 peers): +0.2%
assets growth YoY

The Ulven Companies 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

The Ulven Companies 401(k) Plan vs every filed plan by assets

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

$6,438,880 49th percentile higher than 49% 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

The Ulven Companies 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. The Ulven Companies 401(k) Plan sits mid-pack in the medium band (108 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

The Ulven Companies 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $11K in the plan year 2023 filing.
The Ulven Companies 401(k) Plan reported participants rose from 102 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930724826 · The Ulven Companies PY 2023 · 401(k)

The Ulven Companies 401(k) Plan · $6M · 108 · 49th

TYPE $6M
TYPE 108
TYPE 49th
TYPE 401(k)
TYPE near D'amico Holding Company 401(k) Plan
TYPE ind #6216

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 Oregon →

End-of-year total assets ($M) among The Ulven Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$6M
Net Income	$11K
Employer EIN	930724826
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Ulven Companies)

Latest sponsor-wide plan assets: $7M 10.125689835790329% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	102	$6M
2023	1	108	$6M
2024	1	74	$7M

Nearby 401(k) Plans in Oregon

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

The Ulven Companies 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
Xpo Logistics Retirement Savings Plan $1.8B · 6,189
Pacificorp K Plus Employee Savings Plan $1.6B · 4,968

Compare The Ulven Companies 401(k) Plan side-by-side with 3 peers →

The Ulven Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is D'amico Holding Company 401(k) Plan in MN ($6M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

D'amico Holding Company 401(k) Plan (MN) $6M · 680
Advanced Molding Technologies 401(k) Profit Sharing Plan & Trust (MN) $6M · 181
Seaton Publishing Co, Inc of Manhattan, Ks 401(k) Profit Sharing Plan (KS) $6M · 131
Openroad 401(k) Plan (TX) $6M · 212

Similar participant headcount

Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.

Winstar Farm 401(k) Plan (KY) 108 · 0 off
University Athletic Association 403b Plan (FL) 108 · 0 off
Wayne Densch, Inc. 401(k) Plan (FL) 108 · 0 off
Columbia Valley Fruit, LLC 401(k) Profit Sharing Plan and Trust (WA) 108 · 0 off

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 The Ulven Companies 401(k) Plan assets move in 2023? ▼

The Ulven Companies 401(k) Plan held essentially flat - up 0.2% during 2023, from $6M to $6M. Reported net income was $11K.

How have The Ulven Companies plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Ulven Companies's sponsor-wide assets grew 10.1%, from $6M to $7M.

Which 401(k) plans are similar in size to The Ulven Companies 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is D'amico Holding Company 401(k) Plan in MN ($6M, 680 participants).

Which 401(k) plans cover a similar participant headcount to The Ulven Companies 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 930724826.