401(k) · DOL Form 5500 · 2023

Urell, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
73
Participants Small participant base
70th
Percentile by assets National rank
$235,325
Avg per participant Above avg balance/head
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Official DOL plan name: Urell, Inc. 401(k) Plan · Sponsored by Urell, Inc. · Massachusetts · Wholesale Trade

$17M in assets, 73 participants

Urell, Inc.'s Urell, Inc. 401(k) Plan reported $17M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,145 in Wholesale Trade (6,309 peers)

Urell, Inc. multi-year trail

Urell, Inc.'s plans moved +40.0% in assets from 2022 to 2024; this filing shows Urell, Inc. 401(k) Plan at $17M / 73 participants.

#4,145
in Wholesale Trade (6,309 peers)
+18.0%
assets growth YoY

Urell, Inc. 401(k) Plan's outsized position by total assets

Urell, Inc. 401(k) Plan vs every filed plan by assets

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

$17,178,712 Top 30% higher than 70% 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

Urell, Inc. 401(k) 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. Urell, Inc. 401(k) Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Urell, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Urell, Inc. 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042284397 · Urell, Inc. PY 2023 · 401(k)

Urell, Inc. 401(k) Plan · $17M · 73 · 70th

  • ASSETS $17M
  • PCT 73
  • EIN 70th
  • RANK 401(k)
  • PHOTO near Purcell Construction Corp. Employee Savings and Protection Plan
  • IND ind #4145

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Urell, Inc. 401(k) Plan in the asset neighbourhood

Urell, Inc. 401(k) Plan$17MPurcell Construction Corp. Employee Savings and Protection PlanPurcell Construction Corp. E…$17MFeldkamp Enterprises, Inc. 401(k) Profit Sharing PlanFeldkamp Enterprises, Inc. 4…$17MPlumbers and Fitters Local 101 Supplemental Pension PlanPlumbers and Fitters Local 1…$17MCorecommodity Management, LLC Retirement Savings PlanCorecommodity Management, LL…$17M
End-of-year total assets ($M) among Urell, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Urell, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Urell, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 40.006184271505596% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.6M $20.4M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 73 $15M
2023 1 73 $17M
2024 1 73 $20M

Urell, Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN042284397
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Urell, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Urell, Inc. 401(k) Plan, Total assets ($B): 0.017178712 · Participants: 73Urell, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Urell, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Urell, Inc. 401(k) Plan side-by-side with 3 peers →

Urell, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Purcell Construction Corp. Employee Savings and Protection Plan in NY ($17M); by covered participants it is A Haven for Kids, Inc. Retirement Plan in OH (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Urell, Inc. 401(k) Plan assets move in 2023? ▼
Urell, Inc. 401(k) Plan grew sharply - up 18.0% during 2023, from $15M to $17M. Reported net income was $3M.
How have Urell, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Urell, Inc.'s sponsor-wide assets grew 40.0%, from $15M to $20M.
Which 401(k) plans are similar in size to Urell, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Purcell Construction Corp. Employee Savings and Protection Plan in NY ($17M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Urell, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A Haven for Kids, Inc. Retirement Plan in OH (73 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 042284397.

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.