401(k) · DOL Form 5500 · 2023

Ulbrich Stainless Steels & Special Metals, Inc. 401(k) Plan

Data updated 2026-08-25

$121M
Total assets Near avg plan size
593
Participants Below avg headcount
92nd
Percentile by assets National rank
$203,688
Avg per participant Above avg balance/head
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Official DOL plan name: Ulbrich Plus Savings and Retirement Plan · Sponsored by Ulbrich Stainless Steels & Special Metals, Inc. · Connecticut · Manufacturing

$121M in assets, 593 participants

Ulbrich Stainless Steels & Special Metals, Inc.'s Ulbrich Plus Savings and Retirement Plan reported $121M in total assets and 593 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,558 in Manufacturing (18,722 peers)

Where Ulbrich Plus Savings and Retirement Plan sits by assets

Ulbrich Plus Savings and Retirement Plan sits in the top 10% of all filed plans by assets, $121M for 593 participants (~$203,688/participant), up 16.8% in 2023.

#16,558
in Manufacturing (18,722 peers)
+16.8%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Ulbrich Plus Savings and Retirement Plan's outsized position by total assets

Ulbrich Plus Savings and Retirement Plan vs every filed plan by assets

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

$120,786,848 Top 8% higher than 92% 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

Ulbrich Plus Savings and Retirement 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. Ulbrich Plus Savings and Retirement Plan sits mid-pack in the medium band (593 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ulbrich Plus Savings and Retirement Plan reported net income rose from -$16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Ulbrich Plus Savings and Retirement Plan end-of-year assets rose from $103M in the plan year 2022 filing to $121M in the plan year 2023 filing.
  • Ulbrich Plus Savings and Retirement Plan reported participants rose from 546 in the plan year 2022 filing to 593 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 060706390 · Ulbrich Stainless Steels & Special Metals, Inc. PY 2023 · 401(k)

Ulbrich Plus Savings and Retirement Plan · $121M · 593 · 92nd

  • EOY $121M
  • EOY 593
  • EOY 92nd
  • EOY 401(k)
  • EOY near Confluent, Inc. Retirement Trust
  • EOY ind #16558

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 Manufacturing retirement plans → · Plans in Connecticut →

Ulbrich Plus Savings and Retirement Plan in the asset neighbourhood

Shopify (USA), Inc. 401(k) PlanShopify (USA), Inc. 401(k) P…$121MWoods Rogers Vandeventer Black PLC Profit Sharing PlanWoods Rogers Vandeventer Bla…$121MUlbrich Plus Savings and Retirement PlanUlbrich Plus Savings and Ret…$121MConfluent, Inc. Retirement TrustConfluent, Inc. Retirement T…$121MArtisan Design Group 401(k) PlanArtisan Design Group 401(k) …$121M
End-of-year total assets ($M) among Ulbrich Plus Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$121M
Net Income$17M
Employer EIN060706390
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ulbrich Stainless Steels & Special Metals, Inc.)

Sponsor-wide plan assets over time

All Ulbrich Stainless Steels & Special Metals, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$131M 26.96816366992699% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $103M $131M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 546 $103M
2023 1 593 $121M
2024 1 594 $131M

Nearby 401(k) Plans in Connecticut

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

Ulbrich Plus Savings and Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ulbrich Plus Savings and Retirement Plan, Total assets ($B): 0.120786848 · Participants: 593Ulbrich Plus Savings and Retirement PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Ulbrich Plus Savings and Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Ulbrich Plus Savings and Retirement Plan side-by-side with 3 peers →

Ulbrich Plus Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Confluent, Inc. Retirement Trust in CA ($121M); by covered participants it is The Dewinter Group 401(k) Plan in CA (593 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($121M here).

Similar participant headcount

Nearest other-state filings by covered participants (593 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 Ulbrich Plus Savings and Retirement Plan assets move in 2023? ▼
Ulbrich Plus Savings and Retirement Plan grew sharply - up 16.8% during 2023, from $103M to $121M. Reported net income was $17M.
How have Ulbrich Stainless Steels & Special Metals, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ulbrich Stainless Steels & Special Metals, Inc.'s sponsor-wide assets grew 27.0%, from $103M to $131M.
Where does Ulbrich Plus Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Ulbrich Plus Savings and Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ulbrich Plus Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Confluent, Inc. Retirement Trust in CA ($121M, 1,708 participants).
Which 401(k) plans cover a similar participant headcount to Ulbrich Plus Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Dewinter Group 401(k) Plan in CA (593 participants, $20M 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 060706390.

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.