401(k) · DOL Form 5500 · 2023

Ulmer & Berne LLP 401(k) Plan

Data updated 2026-08-25

$177M
Total assets Near avg plan size
324
Participants Below avg headcount
94th
Percentile by assets National rank
$546,241
Avg per participant High balance/head
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Official DOL plan name: Ulmer & Berne LLP Retirement/401(k) Plan and Trust · Sponsored by Ulmer & Berne LLP · Ohio · Professional & Technical Services

$177M in assets, 324 participants

Ulmer & Berne LLP's Ulmer & Berne LLP Retirement/401(k) Plan and Trust reported $177M in total assets and 324 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,394 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

Ulmer & Berne LLP Retirement/401(k) Plan and Trust covers 324 participants in Ohio, about 42% of the average Ohio filer (state average ~765 per filing). Assets: $177M.

#19,394
in Professional & Technical Services (20,321 peers)
-0.7%
assets change YoY
1.8×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ulmer & Berne LLP Retirement/401(k) Plan and Trust's outsized position by total assets

Ulmer & Berne LLP Retirement/401(k) Plan and Trust vs every filed plan by assets

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

$176,982,179 Top 6% higher than 94% 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

Ulmer & Berne LLP Retirement/401(k) Plan and Trust 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. Ulmer & Berne LLP Retirement/401(k) Plan and Trust sits mid-pack in the medium band (324 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ulmer & Berne LLP Retirement/401(k) Plan and Trust reported net income rose from -$36M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Ulmer & Berne LLP Retirement/401(k) Plan and Trust end-of-year assets fell from $178M in the plan year 2022 filing to $177M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 340756436 · Ulmer & Berne LLP PY 2023 · 401(k)

Ulmer & Berne LLP Retirement/401(k) Plan and Trust · $177M · 324 · 94th

  • IND $177M
  • IND 324
  • IND 94th
  • IND 401(k)
  • IND near Starling Physicians, P.C. 401(k) Savings Plan
  • IND ind #19394

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 Ohio →

Ulmer & Berne LLP Retirement/401(k) Plan and Trust in the asset neighbourhood

Springs Window Fashions 401(k) Retirement PlanSprings Window Fashions 401(…$177MStarling Physicians, P.C. 401(k) Savings PlanStarling Physicians, P.C. 40…$177MUlmer & Berne LLP Retirement/401(k) Plan and TrustUlmer & Berne LLP Retirement…$177MOsi Restaurant Partners, LLC Salaried Employees 401(k) Plan and TrustOsi Restaurant Partners, LLC…$177MTawa Supermarket, Inc. 401(k) PlanTawa Supermarket, Inc. 401(k…$177M
End-of-year total assets ($M) among Ulmer & Berne LLP Retirement/401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$178M
Net Assets (End of Year)$177M
Net Income-$1M
Employer EIN340756436
Plan Effective Date1969-01-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Ulmer & Berne LLP)

Sponsor-wide plan assets over time

All Ulmer & Berne LLP plans reported in each filing year

Latest sponsor-wide plan assets
$191M 7.436264418547473% vs 2022
2024 filing year
$175M$180M$185M$190M$195M 202220232024 $178M $191M ▲ +7.4%
Year Plans Participants Total Assets
2022 1 326 $178M
2023 1 324 $177M
2024 1 296 $191M

Nearby 401(k) Plans in Ohio

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

Ulmer & Berne LLP Retirement/401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Ulmer & Berne LLP Retirement/401(k) Plan and Trust, Total assets ($B): 0.176982179 · Participants: 324Ulmer & Berne LLP Retirement/401(k) Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Ulmer & Berne LLP Retirement/401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Ulmer & Berne LLP Retirement/401(k) Plan and Trust side-by-side with 3 peers →

Ulmer & Berne LLP Retirement/401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Starling Physicians, P.C. 401(k) Savings Plan in CT ($177M); by covered participants it is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (324 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 Ulmer & Berne LLP Retirement/401(k) Plan and Trust assets move in 2023? ▼
Ulmer & Berne LLP Retirement/401(k) Plan and Trust held essentially flat - down 0.7% during 2023, from $178M to $177M. Reported net income was -$1M.
How have Ulmer & Berne LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ulmer & Berne LLP's sponsor-wide assets grew 7.4%, from $178M to $191M.
Where does Ulmer & Berne LLP Retirement/401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Ulmer & Berne LLP Retirement/401(k) Plan and Trust ranks in the 94th 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 Ulmer & Berne LLP Retirement/401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Starling Physicians, P.C. 401(k) Savings Plan in CT ($177M, 947 participants).
Which 401(k) plans cover a similar participant headcount to Ulmer & Berne LLP Retirement/401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants, $24M 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 340756436.

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.