401(k) · DOL Form 5500 · 2023

Utilitra LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
323
Participants Below avg headcount
79th
Percentile by assets National rank
$89,753
Avg per participant Below avg balance/head
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Official DOL plan name: Fms 401(k) Profit Sharing Plan and Trust · Sponsored by Utilitra LLC · Illinois · Professional & Technical Services

$29M in assets, 323 participants

Utilitra LLC's Fms 401(k) Profit Sharing Plan and Trust reported $29M in total assets and 323 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,085 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Fms 401(k) Profit Sharing Plan and Trust covers 323 participants in Illinois, about 41% of the average Illinois filer (state average ~779 per filing). Assets: $29M.

#16,085
in Professional & Technical Services (20,321 peers)
+26.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Fms 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Fms 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$28,990,078 Top 21% higher than 79% 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

Fms 401(k) Profit Sharing Plan and Trust 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. Fms 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (323 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fms 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Fms 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $23M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Fms 401(k) Profit Sharing Plan and Trust reported participants rose from 302 in the plan year 2022 filing to 323 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 371381653 · Utilitra LLC PY 2023 · 401(k)

Fms 401(k) Profit Sharing Plan and Trust · $29M · 323 · 79th

  • TYPE $29M
  • TYPE 323
  • TYPE 79th
  • TYPE 401(k)
  • TYPE near Systems Technology, Inc. 401(k) Employee Stock Ownership Plan
  • TYPE ind #16085

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Fms 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Fms 401(k) Profit Sharing Plan and TrustFms 401(k) Profit Sharing Pl…$29MSystems Technology, Inc. 401(k) Employee Stock Ownership PlanSystems Technology, Inc. 401…$29MBartko, Zankel, Bunzel & Miller Profit Sharing PlanBartko, Zankel, Bunzel & Mil…$29MBrady Companies, LLC 401(k) PlanBrady Companies, LLC 401(k) …$29MDecco, Inc. 401(k) Ps Plan$29M
End-of-year total assets ($M) among Fms 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$29M
Net Income$6M
Employer EIN371381653
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Utilitra LLC)

Sponsor-wide plan assets over time

All Utilitra LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 55.278603861847856% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.8M $35.5M ▲ +55.3%
Year Plans Participants Total Assets
2022 1 302 $23M
2023 1 323 $29M
2024 1 342 $35M

Nearby 401(k) Plans in Illinois

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

Fms 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Fms 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.028990078 · Participants: 323Fms 401(k) Profit Sharing Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Fms 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Fms 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Fms 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Systems Technology, Inc. 401(k) Employee Stock Ownership Plan in CA ($29M); by covered participants it is Fairmount Homes 401(k) Savings Plan in PA (323 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (323 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 Fms 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Fms 401(k) Profit Sharing Plan and Trust grew sharply - up 26.9% during 2023, from $23M to $29M. Reported net income was $6M.
How have Utilitra LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utilitra LLC's sponsor-wide assets grew 55.3%, from $23M to $35M.
Where does Fms 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Fms 401(k) Profit Sharing Plan and Trust ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fms 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Systems Technology, Inc. 401(k) Employee Stock Ownership Plan in CA ($29M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Fms 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Fairmount Homes 401(k) Savings Plan in PA (323 participants, N/A 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 371381653.

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.