401(k) · DOL Form 5500 · 2023

Ullico Inc. 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
233
Participants Below avg headcount
91st
Percentile by assets National rank
$390,607
Avg per participant High balance/head
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Official DOL plan name: Ullico Inc. 401(k) Plan · Sponsored by Ullico Inc. · Maryland · Finance & Insurance

$91M in assets, 233 participants

Ullico Inc.'s Ullico Inc. 401(k) Plan reported $91M in total assets and 233 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,591 in Finance & Insurance (8,869 peers)

Coverage in Maryland

Ullico Inc. 401(k) Plan covers 233 participants in Maryland, about 25% of the average Maryland filer (state average ~929 per filing). Assets: $91M.

#7,591
in Finance & Insurance (8,869 peers)
+17.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

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

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

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

$91,011,317 Top 9% higher than 91% 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

Ullico Inc. 401(k) 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. Ullico Inc. 401(k) Plan sits mid-pack in the medium band (233 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ullico Inc. 401(k) Plan reported net income rose from -$14M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Ullico Inc. 401(k) Plan end-of-year assets rose from $78M in the plan year 2022 filing to $91M in the plan year 2023 filing.
  • Ullico Inc. 401(k) Plan reported participants rose from 224 in the plan year 2022 filing to 233 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 521579726 · Ullico Inc. PY 2023 · 401(k)

Ullico Inc. 401(k) Plan · $91M · 233 · 91st

  • VS-ST $91M
  • VS-ST 233
  • VS-ST 91st
  • VS-ST 401(k)
  • VS-ST near M H Whittier Corporation Savings Plan
  • VS-ST ind #7591

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 Finance & Insurance retirement plans → · Plans in Maryland →

Ullico Inc. 401(k) Plan in the asset neighbourhood

Fenner Aep 401(k) Plan$91MAcgme 401(k) Retirement Savings PlanAcgme 401(k) Retirement Savi…$91MPrgx 401(k) Plan$91MUllico Inc. 401(k) Plan$91MM H Whittier Corporation Savings PlanM H Whittier Corporation Sav…$91M
End-of-year total assets ($M) among Ullico Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$91M
Net Income$13M
Employer EIN521579726
Plan Effective Date1994-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Ullico Inc.)

Sponsor-wide plan assets over time

All Ullico Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$104M 34.58983389425507% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $77.5M $104M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 224 $78M
2023 1 233 $91M
2024 1 252 $104M

Nearby 401(k) Plans in Maryland

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

Ullico Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ullico Inc. 401(k) Plan, Total assets ($B): 0.091011317 · Participants: 233Ullico Inc. 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Ullico Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Ullico Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is M H Whittier Corporation Savings Plan in CA ($91M); by covered participants it is Decco, Inc. 401(k) Ps Plan in NH (233 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

Similar participant headcount

Nearest other-state filings by covered participants (233 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 Ullico Inc. 401(k) Plan assets move in 2023? ▼
Ullico Inc. 401(k) Plan grew sharply - up 17.4% during 2023, from $78M to $91M. Reported net income was $13M.
How have Ullico Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ullico Inc.'s sponsor-wide assets grew 34.6%, from $78M to $104M.
Where does Ullico Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Ullico Inc. 401(k) Plan ranks in the 91st 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 Ullico Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is M H Whittier Corporation Savings Plan in CA ($91M, 231 participants).
Which 401(k) plans cover a similar participant headcount to Ullico Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Decco, Inc. 401(k) Ps Plan in NH (233 participants, $29M 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 521579726.

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.