401(k) · DOL Form 5500 · 2023

Ulterra Drilling Technologies, L.P. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
380
Participants Below avg headcount
79th
Percentile by assets National rank
$79,288
Avg per participant Below avg balance/head
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Official DOL plan name: Ulterra 401(k) Savings Plan · Sponsored by Ulterra Drilling Technologies, L.P. · Texas · Manufacturing

$30M in assets, 380 participants

Ulterra Drilling Technologies, L.P.'s Ulterra 401(k) Savings Plan reported $30M in total assets and 380 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,327 in Manufacturing (18,722 peers)

Where Ulterra 401(k) Savings Plan sits by assets

Ulterra 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $30M for 380 participants (~$79,288/participant), up 32.5% in 2023.

#13,327
in Manufacturing (18,722 peers)
+32.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ulterra 401(k) Savings Plan's outsized position by total assets

Ulterra 401(k) Savings Plan vs every filed plan by assets

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

$30,129,563 Top 21% higher than 79% 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

Ulterra 401(k) Savings 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. Ulterra 401(k) Savings Plan sits mid-pack in the medium band (380 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ulterra 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Ulterra 401(k) Savings Plan reported participants rose from 278 in the plan year 2022 filing to 380 in the plan year 2023 filing.
  • Ulterra 401(k) Savings Plan end-of-year assets rose from $23M in the plan year 2022 filing to $30M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 751503097 · Ulterra Drilling Technologies, L.P. PY 2023 · 401(k)

Ulterra 401(k) Savings Plan · $30M · 380 · 79th

  • IND $30M
  • IND 380
  • IND 79th
  • IND 401(k)
  • IND near American College of Healthcare Executives Smart 401(k) Plan
  • IND ind #13327

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 Manufacturing retirement plans → · Plans in Texas →

Ulterra 401(k) Savings Plan in the asset neighbourhood

Madison-Kipp Retirement Savings PlanMadison-Kipp Retirement Savi…$30MUlterra 401(k) Savings Plan$30MAmerican College of Healthcare Executives Smart 401(k) PlanAmerican College of Healthca…$30MAnthony's Restaurants Profit Sharing PlanAnthony's Restaurants Profit…$30MAir Treatment 401(k) Plan$30M
End-of-year total assets ($M) among Ulterra 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$30M
Net Income$7M
Employer EIN751503097
Plan Effective Date2016-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ulterra Drilling Technologies, L.P.)

Sponsor-wide plan assets over time

All Ulterra Drilling Technologies, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $22.8M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 278 $23M
2023 1 380 $30M
2024 1 371 N/A

Nearby 401(k) Plans in Texas

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

Ulterra 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ulterra 401(k) Savings Plan, Total assets ($B): 0.030129563 · Participants: 380Ulterra 401(k) Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Ulterra 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ulterra 401(k) Savings Plan side-by-side with 3 peers →

Ulterra 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is American College of Healthcare Executives Smart 401(k) Plan in IL ($30M); by covered participants it is Midwest Radiology P.a. Profit Sharing Plan in MN (380 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (380 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 Ulterra 401(k) Savings Plan assets move in 2023? ▼
Ulterra 401(k) Savings Plan surged - up 32.5% during 2023, from $23M to $30M. Reported net income was $7M.
Where does Ulterra 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Ulterra 401(k) Savings Plan ranks in the 79th 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 Ulterra 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is American College of Healthcare Executives Smart 401(k) Plan in IL ($30M, 85 participants).
Which 401(k) plans cover a similar participant headcount to Ulterra 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Midwest Radiology P.a. Profit Sharing Plan in MN (380 participants, $275M 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 751503097.

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.