ESOP · DOL Form 5500 · 2023

Ultara Holdings, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
67
Participants Small participant base
57th
Percentile by assets National rank
$139,666
Avg per participant Near avg balance/head
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Official DOL plan name: Ultara Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Ultara Holdings, Inc. · Texas · Retail Trade

$9M in assets, 67 participants

Ultara Holdings, Inc.'s Ultara Holdings, Inc. Employee Stock Ownership Plan reported $9M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,700 in Retail Trade (8,414 peers)

Ultara Holdings, Inc. multi-year trail

Ultara Holdings, Inc.'s plans moved -50.3% in assets from 2022 to 2024; this filing shows Ultara Holdings, Inc. Employee Stock Ownership Plan at $9M / 67 participants.

#5,700
in Retail Trade (8,414 peers)
-32.2%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ultara Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Ultara Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,357,603 Top 43% higher than 57% 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

Ultara Holdings, Inc. Employee Stock Ownership 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. Ultara Holdings, Inc. Employee Stock Ownership Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ultara Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$34M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • Ultara Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $14M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Ultara Holdings, Inc. Employee Stock Ownership Plan reported participants rose from N/A in the plan year 2022 filing to 67 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 200129314 · Ultara Holdings, Inc. PY 2023 · ESOP

Ultara Holdings, Inc. Employee Stock Ownership Plan · $9M · 67 · 57th

  • PHOTO $9M
  • PHOTO 67
  • PHOTO 57th
  • PHOTO ESOP
  • PHOTO near Hawk Trailers, Inc. Employee Stock Ownership Plan
  • PHOTO ind #5700

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 What is an ESOP? → · Plans in Texas →

Ultara Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ultara Holdings, Inc. Employee Stock Ownership PlanUltara Holdings, Inc. Employ…$9MHawk Trailers, Inc. Employee Stock Ownership PlanHawk Trailers, Inc. Employee…$9MShepard Exposition Services, Inc. Employee Stock Ownership PlanShepard Exposition Services,…$9MThe Northridge Group, Inc. Employee Stock Ownership PlanThe Northridge Group, Inc. E…$9MNicklas Supply, Inc. Employee Stock Ownership PlanNicklas Supply, Inc. Employe…$9M
End-of-year total assets ($M) among Ultara Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ultara Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ultara Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 50.34049793523347% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $19M $9.45M ▼ -50.3%
Year Plans Participants Total Assets
2022 2 78 $19M
2023 1 67 $9M
2024 1 69 $9M

Ultara Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)-$37M
Net Income-$4M
Employer EIN200129314
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

Peer ESOP plans, same state, same plan type, ranked by total assets.

Ultara Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Ultara Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.009357603 · Participants: 67Ultara Holdings, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Ultara Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Ultara Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Ultara Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Hawk Trailers, Inc. Employee Stock Ownership Plan in WI ($9M); by covered participants it is The Transit Group, Inc. Employee Stock Ownership Plan in FL (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Ultara Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Ultara Holdings, Inc. Employee Stock Ownership Plan contracted severely - down 32.2% during 2023, from $14M to $9M. Reported net income was -$4M.
How have Ultara Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ultara Holdings, Inc.'s sponsor-wide assets declined 50.3%, from $19M to $9M.
Which ESOP plans are similar in size to Ultara Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hawk Trailers, Inc. Employee Stock Ownership Plan in WI ($9M, 33 participants).
Which ESOP plans cover a similar participant headcount to Ultara Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Transit Group, Inc. Employee Stock Ownership Plan in FL (67 participants, N/A 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 200129314.

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.