ESOP · DOL Form 5500 · 2023

Ulrich, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
20
Participants Small participant base
25th
Percentile by assets National rank
$60,022
Avg per participant Low balance/head
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Official DOL plan name: Ulrich, Inc. Employee Stock Ownership Plan · Sponsored by Ulrich, Inc. · New Jersey · Construction

$1M in assets, 20 participants

Ulrich, Inc.'s Ulrich, Inc. Employee Stock Ownership Plan reported $1M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,096 in Construction (9,030 peers)

Ulrich, Inc. multi-year trail

Ulrich, Inc.'s plans moved +40.6% in assets from 2022 to 2024; this filing shows Ulrich, Inc. Employee Stock Ownership Plan at $1M / 20 participants.

#2,096
in Construction (9,030 peers)
+50.0%
assets growth YoY

Ulrich, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Ulrich, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,200,446 25th percentile higher than 25% 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

Ulrich, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ulrich, Inc. Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ulrich, Inc. Employee Stock Ownership Plan reported net income rose from $59K in the plan year 2022 filing to $410K in the plan year 2023 filing.
  • Ulrich, Inc. Employee Stock Ownership Plan end-of-year assets rose from $800K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ulrich, Inc. Employee Stock Ownership Plan reported participants rose from 18 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 221453297 · Ulrich, Inc. PY 2023 · ESOP

Ulrich, Inc. Employee Stock Ownership Plan · $1M · 20 · 25th

  • ASSETS $1M
  • PCT 20
  • EIN 25th
  • RANK ESOP
  • PHOTO near Bluedog Design, Inc. ESOP
  • IND ind #2096

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 What is an ESOP? → · Plans in New Jersey →

Ulrich, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ulrich, Inc. Employee Stock Ownership PlanUlrich, Inc. Employee Stock …$1MBluedog Design, Inc. ESOP$1MBreakside Brewery, Inc. Employee Stock Ownership PlanBreakside Brewery, Inc. Empl…$1MUnion State Bank Employee Stock Ownership PlanUnion State Bank Employee St…$1MSemple Brown Design, P. C. Employee Stock Ownership PlanSemple Brown Design, P. C. E…$1M
End-of-year total assets ($M) among Ulrich, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ulrich, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ulrich, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 40.60193866676995% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.8M $1.13M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 18 $800K
2023 1 20 $1M
2024 1 24 $1M

Ulrich, Inc. filing trail (2023)

Total Assets (Beginning of Year)$800K
Net Assets (End of Year)$1M
Net Income$410K
Employer EIN221453297
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

Peer ESOP plans, same state, same plan type, ranked by total assets.

Ulrich, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Ulrich, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.200446 · Participants: 20Ulrich, Inc. Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 420.904787 · Participants: 1127Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 309.109417 · Participants: 1571Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 300.696739 · Participants: 1050Conair LLC Savings and Investment PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 106.542135 · Participants: 193Amboy Bancorporation Employee Stock Ownership PlanColumbia Bank Employee Stock Ownership Plan, Total assets ($M): 85.571031 · Participants: 729Columbia Bank Employee Stock Ownership Plan
Ulrich, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Ulrich, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Ulrich, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Bluedog Design, Inc. ESOP in IL ($1M); by covered participants it is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Ulrich, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Ulrich, Inc. Employee Stock Ownership Plan surged - up 50.0% during 2023, from $800K to $1M. Reported net income was $410K.
How have Ulrich, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ulrich, Inc.'s sponsor-wide assets grew 40.6%, from $800K to $1M.
Where does Ulrich, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ulrich, Inc. Employee Stock Ownership Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which ESOP plans are similar in size to Ulrich, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bluedog Design, Inc. ESOP in IL ($1M, 40 participants).
Which ESOP plans cover a similar participant headcount to Ulrich, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants, $5M 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 221453297.

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.