401(k) · DOL Form 5500 · 2023

Ultra Electronics Inc. 401(k) Plan

Data updated 2026-08-25

$286M
Total assets Near avg plan size
1,921
Participants Near avg headcount
96th
Percentile by assets National rank
$149,078
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ultra Electronics Inc. 401(k) Plan · Sponsored by Ultra Electronics Inc. · Massachusetts · Other Services

$286M in assets, 1,921 participants

Ultra Electronics Inc.'s Ultra Electronics Inc. 401(k) Plan reported $286M in total assets and 1,921 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #7,779 in Other Services (7,857 peers)

Coverage in Massachusetts

Ultra Electronics Inc. 401(k) Plan covers 1,921 participants in Massachusetts, 2.9x the typical Massachusetts plan (state average ~659 per filing). Assets: $286M.

#7,779
in Other Services (7,857 peers)
+4.2%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Ultra Electronics Inc. 401(k) Plan's outsized position by total assets

Ultra Electronics Inc. 401(k) Plan vs every filed plan by assets

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

$286,379,155 Top 4% higher than 96% 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

Ultra Electronics Inc. 401(k) Plan'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. Ultra Electronics Inc. 401(k) Plan lands in the large band (1,921 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ultra Electronics Inc. 401(k) Plan reported net income rose from -$62M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Ultra Electronics Inc. 401(k) Plan end-of-year assets rose from $275M in the plan year 2022 filing to $286M in the plan year 2023 filing.
  • Ultra Electronics Inc. 401(k) Plan reported participants fell from 1,941 in the plan year 2022 filing to 1,921 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 061506005 · Ultra Electronics Inc. PY 2023 · 401(k)

Ultra Electronics Inc. 401(k) Plan · $286M · 1,921 · 96th

  • EIN $286M
  • EIN 1,921
  • EIN 96th
  • EIN 401(k)
  • EIN near Trelleborg Corporation Savings Plan
  • EIN ind #7779

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 Other Services retirement plans → · Plans in Massachusetts →

Ultra Electronics Inc. 401(k) Plan in the asset neighbourhood

Rush Copley Medical Center Employees' Savings PlanRush Copley Medical Center E…$286MUltra Electronics Inc. 401(k) PlanUltra Electronics Inc. 401(k…$286MTrelleborg Corporation Savings PlanTrelleborg Corporation Savin…$286MNorth American Stainless Savings PlanNorth American Stainless Sav…$286MPpl Employee Savings Plan$286M
End-of-year total assets ($M) among Ultra Electronics Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$275M
Net Assets (End of Year)$286M
Net Income$37M
Employer EIN061506005
Plan Effective Date1996-07-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Ultra Electronics Inc.)

Sponsor-wide plan assets over time

All Ultra Electronics Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$297M 7.952773251054403% vs 2022
2024 filing year
$270M$280M$290M$300M 202220232024 $275M $297M ▲ +8.0%
Year Plans Participants Total Assets
2022 1 1,941 $275M
2023 1 1,921 $286M
2024 1 1,731 $297M

Nearby 401(k) Plans in Massachusetts

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

Ultra Electronics Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Ultra Electronics Inc. 401(k) Plan, Total assets ($B): 0.286379155 · Participants: 1921Ultra Electronics Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Ultra Electronics Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Ultra Electronics Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Trelleborg Corporation Savings Plan in MI ($286M); by covered participants it is Banner Corporation 401(k)/Profit Sharing Plan in WA (1,921 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($286M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,921 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 Ultra Electronics Inc. 401(k) Plan assets move in 2023? ▼
Ultra Electronics Inc. 401(k) Plan edged up modestly - up 4.2% during 2023, from $275M to $286M. Reported net income was $37M.
How have Ultra Electronics Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ultra Electronics Inc.'s sponsor-wide assets grew 8.0%, from $275M to $297M.
Where does Ultra Electronics Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Ultra Electronics Inc. 401(k) Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ultra Electronics Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trelleborg Corporation Savings Plan in MI ($286M, 3,353 participants).
Which 401(k) plans cover a similar participant headcount to Ultra Electronics Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Banner Corporation 401(k)/Profit Sharing Plan in WA (1,921 participants, $229M 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 061506005.

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.