401(k) · DOL Form 5500 · 2023

Uhlmann Holding Company 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
213
Participants Below avg headcount
60th
Percentile by assets National rank
$50,967
Avg per participant Low balance/head
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Official DOL plan name: Uhlmann Holding Company 401(k) Plan · Sponsored by Uhlmann Holding Company · Washington · Retail Trade

$11M in assets, 213 participants

Uhlmann Holding Company's Uhlmann Holding Company 401(k) Plan reported $11M in total assets and 213 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,996 in Retail Trade (8,414 peers)

Coverage in Washington

Uhlmann Holding Company 401(k) Plan covers 213 participants in Washington, about 14% of the average Washington filer (state average ~1,476 per filing). Assets: $11M.

#5,996
in Retail Trade (8,414 peers)
+36.2%
assets growth YoY

Uhlmann Holding Company 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Uhlmann Holding Company 401(k) Plan vs every filed plan by assets

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

$10,856,014 Top 40% higher than 60% 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

Uhlmann Holding Company 401(k) Plan 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. Uhlmann Holding Company 401(k) Plan sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Uhlmann Holding Company 401(k) Plan reported net income rose from -$328K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Uhlmann Holding Company 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Uhlmann Holding Company 401(k) Plan reported participants rose from 192 in the plan year 2022 filing to 213 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 911285648 · Uhlmann Holding Company PY 2023 · 401(k)

Uhlmann Holding Company 401(k) Plan · $11M · 213 · 60th

  • VS-ST $11M
  • VS-ST 213
  • VS-ST 60th
  • VS-ST 401(k)
  • VS-ST near Eye Associates of Southern Indiana 401(k) Plan
  • VS-ST ind #5996

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 Retail Trade retirement plans → · Plans in Washington →

Uhlmann Holding Company 401(k) Plan in the asset neighbourhood

Uhlmann Holding Company 401(k) PlanUhlmann Holding Company 401(…$11MEye Associates of Southern Indiana 401(k) PlanEye Associates of Southern I…$11MAffiliated Monitoring, Inc. 401(k) PlanAffiliated Monitoring, Inc. …$11MWhatnot 401(k) Plan$11MHotelengine, Inc. 401(k) Plan$11M
End-of-year total assets ($M) among Uhlmann Holding Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN911285648
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uhlmann Holding Company)

Sponsor-wide plan assets over time

All Uhlmann Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$13M 65.20430009302966% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.97M $13.2M ▲ +65.2%
Year Plans Participants Total Assets
2022 1 192 $8M
2023 1 213 $11M
2024 1 250 $13M

Nearby 401(k) Plans in Washington

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

Uhlmann Holding Company 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Uhlmann Holding Company 401(k) Plan, Total assets ($B): 0.010856014 · Participants: 213Uhlmann Holding Company 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Uhlmann Holding Company 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Uhlmann Holding Company 401(k) Plan side-by-side with 3 peers →

Uhlmann Holding Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Eye Associates of Southern Indiana 401(k) Plan in IN ($11M); by covered participants it is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Uhlmann Holding Company 401(k) Plan assets move in 2023? ▼
Uhlmann Holding Company 401(k) Plan surged - up 36.2% during 2023, from $8M to $11M. Reported net income was $3M.
How have Uhlmann Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uhlmann Holding Company's sponsor-wide assets grew 65.2%, from $8M to $13M.
Which 401(k) plans are similar in size to Uhlmann Holding Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eye Associates of Southern Indiana 401(k) Plan in IN ($11M, 167 participants).
Which 401(k) plans cover a similar participant headcount to Uhlmann Holding Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants, $38M 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 911285648.

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.