401(k) · DOL Form 5500 · 2023

Urus Group LP 401(k) Plan

Data updated 2026-08-25

$144M
Total assets Near avg plan size
1,164
Participants Near avg headcount
93rd
Percentile by assets National rank
$123,578
Avg per participant Near avg balance/head
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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.

  • #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.

#1,259
in Agriculture, Forestry & Fishing (1,288 peers)
+7.7%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Urus Group LP 401(k) Retirement Plan's outsized position 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 $2,050,000,000 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

Urus Group LP 401(k) Retirement 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. Urus Group LP 401(k) Retirement Plan lands in the large band (1,164 participants).

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 →

DOL schedule card

Filing strip 832013330 · Urus Group LP PY 2023 · 401(k)

Urus Group LP 401(k) Retirement Plan · $144M · 1,164 · 93rd

  • TYPE $144M
  • NET 1,164
  • BOOK 93rd
  • VS-ST 401(k)
  • BOY near Element Vehicle Management Services Group, LLC 401(k) Plan
  • SCH ind #1259

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Wisconsin →

Urus Group LP 401(k) Retirement Plan in the asset neighbourhood

Gensco Profit Sharing 401(k) PlanGensco Profit Sharing 401(k)…$144MElement Vehicle Management Services Group, LLC 401(k) PlanElement Vehicle Management S…$144MUrus Group LP 401(k) Retirement PlanUrus Group LP 401(k) Retirem…$144MAnesthesiology Services Network, Ltd. 401(k) Profit SharingAnesthesiology Services Netw…$144MMajor League Soccer 401(k) PlanMajor League Soccer 401(k) P…$144M
End-of-year total assets ($M) among Urus Group LP 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Urus Group LP plans reported in each filing year

Latest sponsor-wide plan assets
$157M 17.720738903111872% vs 2022
2024 filing year
$130M$140M$150M$160M 202220232024 $134M $157M ▲ +17.7%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Urus Group LP 401(k) Retirement Plan, Total assets ($B): 0.143844812 · Participants: 1164Urus Group LP 401(k) Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Urus Group LP 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Urus Group LP 401(k) Retirement Plan side-by-side with 3 peers →

Urus Group LP 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Element Vehicle Management Services Group, LLC 401(k) Plan in MD ($144M); by covered participants it is Ogden Clinic Savings and Profit Sharing Plan in UT (1,164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,164 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 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).
Which 401(k) plans cover a similar participant headcount to Urus Group LP 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ogden Clinic Savings and Profit Sharing Plan in UT (1,164 participants, $128M 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 832013330.

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.