401(k) · DOL Form 5500 · 2023

Felsburg, Holt & Ullevig, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
177
Participants Small participant base
78th
Percentile by assets National rank
$157,541
Avg per participant Above avg balance/head
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Official DOL plan name: Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan · Sponsored by Felsburg, Holt & Ullevig, Inc. · Colorado · Professional & Technical Services

$28M in assets, 177 participants

Felsburg, Holt & Ullevig, Inc.'s Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan reported $28M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,955 in Professional & Technical Services (20,321 peers)

Coverage in Colorado

Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan covers 177 participants in Colorado, about 47% of the average Colorado filer (state average ~376 per filing). Assets: $28M.

#15,955
in Professional & Technical Services (20,321 peers)
+26.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$27,884,704 Top 22% higher than 78% 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

Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing 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. Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $22M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan reported participants rose from 161 in the plan year 2022 filing to 177 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 840965977 · Felsburg, Holt & Ullevig, Inc. PY 2023 · 401(k)

Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan · $28M · 177 · 78th

  • EOY $28M
  • EOY 177
  • EOY 78th
  • EOY 401(k)
  • EOY near Missouri Farm Bureau Insurance Brokerage Agents' Retirement Plan and Trust
  • EOY ind #15955

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 Colorado →

Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Missouri Farm Bureau Insurance Brokerage Agents' Retirement Plan and TrustMissouri Farm Bureau Insuran…$28MWalterscheid 401(k) Retirement PlanWalterscheid 401(k) Retireme…$28MSuburban Adult Services, Inc. 401(k) PlanSuburban Adult Services, Inc…$28MBrandmuscle Holdings, Inc. 401 (K) PlanBrandmuscle Holdings, Inc. 4…$28MFelsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing PlanFelsburg, Holt & Ullevig, In…$28M
End-of-year total assets ($M) among Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$28M
Net Income$6M
Employer EIN840965977
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Felsburg, Holt & Ullevig, Inc.)

Sponsor-wide plan assets over time

All Felsburg, Holt & Ullevig, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 43.42653038585565% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.1M $31.7M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 161 $22M
2023 1 177 $28M
2024 1 199 $32M

Nearby 401(k) Plans in Colorado

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

Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.027884704 · Participants: 177Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Missouri Farm Bureau Insurance Brokerage Agents' Retirement Plan and Trust in MO ($28M); by covered participants it is Purolite 401(k) Plan in PA (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan grew sharply - up 26.2% during 2023, from $22M to $28M. Reported net income was $6M.
How have Felsburg, Holt & Ullevig, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Felsburg, Holt & Ullevig, Inc.'s sponsor-wide assets grew 43.4%, from $22M to $32M.
Where does Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan ranks in the 78th 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 Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Missouri Farm Bureau Insurance Brokerage Agents' Retirement Plan and Trust in MO ($28M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Purolite 401(k) Plan in PA (177 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 840965977.

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.