401(k) · DOL Form 5500 · 2023

Ulse Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
199
Participants Below avg headcount
86th
Percentile by assets National rank
$259,715
Avg per participant Above avg balance/head
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Official DOL plan name: Ulse and Ulri Financial Security Plan · Sponsored by Ulse Inc. · Illinois · Professional & Technical Services

$52M in assets, 199 participants

Ulse Inc.'s Ulse and Ulri Financial Security Plan reported $52M in total assets and 199 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,666 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Ulse and Ulri Financial Security Plan covers 199 participants in Illinois, about 26% of the average Illinois filer (state average ~779 per filing). Assets: $52M.

#17,666
in Professional & Technical Services (20,321 peers)
+42.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Ulse and Ulri Financial Security Plan's outsized position by total assets

Ulse and Ulri Financial Security Plan vs every filed plan by assets

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

$51,683,320 Top 14% higher than 86% 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

Ulse and Ulri Financial Security 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. Ulse and Ulri Financial Security Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ulse and Ulri Financial Security Plan reported net income rose from $1M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Ulse and Ulri Financial Security Plan end-of-year assets rose from $36M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • Ulse and Ulri Financial Security Plan reported participants rose from 196 in the plan year 2022 filing to 199 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 301211139 · Ulse Inc. PY 2023 · 401(k)

Ulse and Ulri Financial Security Plan · $52M · 199 · 86th

  • ASSETS $52M
  • ASSETS 199
  • ASSETS 86th
  • ASSETS 401(k)
  • ASSETS near Employee 401(k) Plan
  • ASSETS ind #17666

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 Illinois →

Ulse and Ulri Financial Security Plan in the asset neighbourhood

Employee 401(k) Plan$52MDmc Global Inc. 401(k) Plan$52MWeimer Bearing & Transmission, Inc. 401(k) Savings PlanWeimer Bearing & Transmissio…$52MUlse and Ulri Financial Security PlanUlse and Ulri Financial Secu…$52MKing Kullen 401 (K) Savings and Investment PlanKing Kullen 401 (K) Savings …$52M
End-of-year total assets ($M) among Ulse and Ulri Financial Security Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$52M
Net Income$15M
Employer EIN301211139
Plan Effective Date2022-10-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Ulse Inc.)

Sponsor-wide plan assets over time

All Ulse Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 75.28667416353724% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $36.2M $63.5M ▲ +75.3%
Year Plans Participants Total Assets
2022 1 196 $36M
2023 1 199 $52M
2024 1 376 $64M

Nearby 401(k) Plans in Illinois

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

Ulse and Ulri Financial Security Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Ulse and Ulri Financial Security Plan, Total assets ($B): 0.05168332 · Participants: 199Ulse and Ulri Financial Security PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Ulse and Ulri Financial Security Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Ulse and Ulri Financial Security Plan side-by-side with 3 peers →

Ulse and Ulri Financial Security Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Employee 401(k) Plan in CA ($52M); by covered participants it is Una's Nonprofit Retirement Solution in UT (199 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52M here).

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Ulse and Ulri Financial Security Plan assets move in 2023? ▼
Ulse and Ulri Financial Security Plan surged - up 42.6% during 2023, from $36M to $52M. Reported net income was $15M.
How have Ulse Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ulse Inc.'s sponsor-wide assets grew 75.3%, from $36M to $64M.
Where does Ulse and Ulri Financial Security Plan rank by assets among Form 5500 filers? ▼
Ulse and Ulri Financial Security Plan ranks in the 86th 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 Ulse and Ulri Financial Security Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employee 401(k) Plan in CA ($52M, 1,203 participants).
Which 401(k) plans cover a similar participant headcount to Ulse and Ulri Financial Security Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Una's Nonprofit Retirement Solution in UT (199 participants, $987K 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 301211139.

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.