401(k) · DOL Form 5500 · 2023

Uli Service LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
108
Participants Small participant base
43rd
Percentile by assets National rank
$42,326
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Uli Service LLC 401(k) Savings Plan · Sponsored by Uli Service LLC · Wisconsin · Real Estate

$5M in assets, 108 participants

Uli Service LLC's Uli Service LLC 401(k) Savings Plan reported $5M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,951 in Real Estate (4,727 peers)

Coverage in Wisconsin

Uli Service LLC 401(k) Savings Plan covers 108 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.

#2,951
in Real Estate (4,727 peers)
+27.8%
assets growth YoY

Uli Service LLC 401(k) Savings Plan's mid-pack asset rank among Real Estate and all filers

Uli Service LLC 401(k) Savings Plan vs every filed plan by assets

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

$4,571,232 43rd percentile higher than 43% 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

Uli Service LLC 401(k) Savings 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. Uli Service LLC 401(k) Savings Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Uli Service LLC 401(k) Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $994K in the plan year 2023 filing.
  • Uli Service LLC 401(k) Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Uli Service LLC 401(k) Savings Plan reported participants fell from 116 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 201116134 · Uli Service LLC PY 2023 · 401(k)

Uli Service LLC 401(k) Savings Plan · $5M · 108 · 43rd

  • BOY $5M
  • SCH 108
  • EBSA 43rd
  • PART 401(k)
  • TYPE near Alliance Recruiting 401(k)) Plan
  • NET ind #2951

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 Real Estate retirement plans → · Plans in Wisconsin →

Uli Service LLC 401(k) Savings Plan in the asset neighbourhood

Uli Service LLC 401(k) Savings PlanUli Service LLC 401(k) Savin…$5MAlliance Recruiting 401(k)) PlanAlliance Recruiting 401(k)) …$5MChild Development Centers, Inc. 401(k) PlanChild Development Centers, I…$5MFaro Services, Inc. Dba Faro Logistics Solutions, Inc. 401(k) Ps PlanFaro Services, Inc. Dba Faro…$5MAuthenticid 401(k) Retirement PlanAuthenticid 401(k) Retiremen…$5M
End-of-year total assets ($M) among Uli Service LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$994K
Employer EIN201116134
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uli Service LLC)

Sponsor-wide plan assets over time

All Uli Service LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 45.20958611121439% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.58M $5.19M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 116 $4M
2023 1 108 $5M
2024 1 129 $5M

Nearby 401(k) Plans in Wisconsin

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

Uli Service LLC 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Uli Service LLC 401(k) Savings Plan, Total assets ($B): 0.004571232 · Participants: 108Uli Service LLC 401(k) Savings 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
Uli Service LLC 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Uli Service LLC 401(k) Savings Plan side-by-side with 3 peers →

Uli Service LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Alliance Recruiting 401(k)) Plan in TX ($5M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Uli Service LLC 401(k) Savings Plan assets move in 2023? ▼
Uli Service LLC 401(k) Savings Plan grew sharply - up 27.8% during 2023, from $4M to $5M. Reported net income was $994K.
How have Uli Service LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uli Service LLC's sponsor-wide assets grew 45.2%, from $4M to $5M.
Which 401(k) plans are similar in size to Uli Service LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alliance Recruiting 401(k)) Plan in TX ($5M, 43 participants).
Which 401(k) plans cover a similar participant headcount to Uli Service LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 201116134.

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.