401(k) · DOL Form 5500 · 2023

Urus Group LP 401(k) Plan

Data updated 2026-08-11

$144M
Total assets
1,164
Participants
93rd
Percentile by assets
$123,578
Avg per participant
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Official DOL plan name: Urus Group LP 401(k) Retirement Plan · Sponsored by Urus Group LP · Wisconsin · Agriculture, Forestry & Fishing

$144M in assets, 1,164 participants

Urus Group LP's Urus Group LP 401(k) Retirement Plan reported $144M in total assets and 1,164 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #1,259 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Wisconsin

Urus Group LP 401(k) Retirement Plan covers 1,164 participants in Wisconsin, 2.1x the typical Wisconsin plan (state average ~563 per filing). Assets: $144M.

$144M
total plan assets (2023 EOY)
1,164
covered participants
93rd
percentile by assets (of 127,072 plans)
$123,578
avg assets per participant

Where Urus Group LP 401(k) Retirement Plan sits by total assets

Urus Group LP 401(k) Retirement Plan vs every filed plan by assets

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

$143,844,812 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Urus Group LP 401(k) Retirement Plan reported net income rose from -$30M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Urus Group LP 401(k) Retirement Plan reported participants rose from 1,056 in the plan year 2022 filing to 1,164 in the plan year 2023 filing.
  • Urus Group LP 401(k) Retirement Plan end-of-year assets rose from $134M in the plan year 2022 filing to $144M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Urus Group LP 401(k) Retirement Plan reports 1,164 participants - 2.1x that state average ($144M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$144M
Net Income$10M
Employer EIN832013330
Plan Effective Date1952-11-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Urus Group LP)

$130M$140M$150M$160M 202220232024 $134M $157M ▲ +17.7%
Total plan assets by year, all Urus Group LP plans on file
Year Plans Participants Total Assets
2022 1 1,056 $134M
2023 1 1,164 $144M
2024 1 1,094 $157M

Nearby 401(k) Plans in Wisconsin

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

Urus Group LP 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Urus Group LP 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Urus Group LP 401(k)…Advocate Aurora Heal…Johnson Controls Ret…Fiserv 401(k) Saving…Kimberly-Clark Corpo…Rockwell Automation …
Urus Group LP 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Urus Group LP 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Urus Group LP 401(k) Retirement Plan assets move in 2023?
Urus Group LP 401(k) Retirement Plan grew at a solid clip - up 7.7% during 2023, from $134M to $144M. Reported net income was $10M.
How have Urus Group LP plan assets changed over time?
Across 3 plan years on file (2022-2024), Urus Group LP's sponsor-wide assets grew 17.7%, from $134M to $157M.
Where does Urus Group LP 401(k) Retirement Plan rank by assets among Form 5500 filers?
Urus Group LP 401(k) Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Urus Group LP 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Element Vehicle Management Services Group, LLC 401(k) Plan in MD ($144M, 1,016 participants).

Filing takeaways

Ways to act on Urus Group LP 401(k) Retirement Plan's numbers.