401(k) · DOL Form 5500 · 2023

Ultra Wheel Company 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
28
Participants Small participant base
32nd
Percentile by assets National rank
$83,670
Avg per participant Below avg balance/head
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Official DOL plan name: Ultra Wheel Company 401(k) Plan · Sponsored by Ultra Wheel Company · California · Wholesale Trade

$2M in assets, 28 participants

Ultra Wheel Company's Ultra Wheel Company 401(k) Plan reported $2M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,350 in Wholesale Trade (6,309 peers)

Ultra Wheel Company multi-year trail

Ultra Wheel Company's plans moved +49.6% in assets from 2022 to 2024; this filing shows Ultra Wheel Company 401(k) Plan at $2M / 28 participants.

#1,350
in Wholesale Trade (6,309 peers)
+24.7%
assets growth YoY

Ultra Wheel Company 401(k) Plan among the smaller filed plans by assets

Ultra Wheel Company 401(k) Plan vs every filed plan by assets

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

$2,342,765 32nd percentile higher than 32% 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

Ultra Wheel Company 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. Ultra Wheel Company 401(k) Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ultra Wheel Company 401(k) Plan reported net income rose from -$766K in the plan year 2022 filing to $465K in the plan year 2023 filing.
  • Ultra Wheel Company 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ultra Wheel Company 401(k) Plan reported participants rose from 27 in the plan year 2022 filing to 28 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330072619 · Ultra Wheel Company PY 2023 · 401(k)

Ultra Wheel Company 401(k) Plan · $2M · 28 · 32nd

  • PHOTO $2M
  • IND 28
  • EOY 32nd
  • 5500 401(k)
  • ASSETS near J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement
  • PCT ind #1350

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 California →

Ultra Wheel Company 401(k) Plan in the asset neighbourhood

Ultra Wheel Company 401(k) PlanUltra Wheel Company 401(k) P…$2MJ.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust AgreementJ.D. Stuart, M.D., P.C. 401(…$2MLingo Manufacturing Co., Inc. 401(k) PlanLingo Manufacturing Co., Inc…$2MBest Practices LLC 401(k) PlanBest Practices LLC 401(k) Pl…$2MBottleneck Management Restaurant Group 401(k) P/S PlanBottleneck Management Restau…$2M
End-of-year total assets ($M) among Ultra Wheel Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ultra Wheel Company multi-year asset trail

Sponsor-wide plan assets over time

All Ultra Wheel Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 49.5753750543094% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.88M $2.81M ▲ +49.5%
Year Plans Participants Total Assets
2022 1 27 $2M
2023 1 28 $2M
2024 1 27 $3M

Ultra Wheel Company filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$465K
Employer EIN330072619
Plan Effective Date2005-09-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ultra Wheel Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ultra Wheel Company 401(k) Plan, Total assets ($B): 0.002342765 · Participants: 28Ultra Wheel Company 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Ultra Wheel Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ultra Wheel Company 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement in AZ ($2M); by covered participants it is Applied Video Technology, Inc. Profit Sharing Plan in PA (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Ultra Wheel Company 401(k) Plan assets move in 2023? ▼
Ultra Wheel Company 401(k) Plan grew sharply - up 24.7% during 2023, from $2M to $2M. Reported net income was $465K.
How have Ultra Wheel Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ultra Wheel Company's sponsor-wide assets grew 49.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Ultra Wheel Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is J.D. Stuart, M.D., P.C. 401(k) Profit Sharing Plan and Trust Agreement in AZ ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Ultra Wheel Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Applied Video Technology, Inc. Profit Sharing Plan in PA (28 participants, $968K 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 330072619.

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.