Defined Benefit (Pension) · DOL Form 5500 · 2023
Ul LLC Pension Plan
Data updated 2026-08-25
- $216M
- Total assets Near avg plan size
- 783
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $275,719
- Avg per participant High balance/head
Official DOL plan name: Retirement Income Plan for Employees of Ul · Sponsored by Ul LLC · Illinois · Professional & Technical Services
$216M in assets, 783 participants
Ul LLC's Retirement Income Plan for Employees of Ul reported $216M in total assets and 783 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #19,545 in Professional & Technical Services (20,321 peers)
Where Retirement Income Plan for Employees of Ul sits by assets
Retirement Income Plan for Employees of Ul sits in the top 5% of all filed plans by assets, $216M for 783 participants (~$275,719/participant), up 2.1% in 2023.
- #19,545
- in Professional & Technical Services (20,321 peers)
- +2.1%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Retirement Income Plan for Employees of Ul's outsized position by total assets
Retirement Income Plan for Employees of Ul vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$215,888,000 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Retirement Income Plan for Employees of Ul 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. Retirement Income Plan for Employees of Ul sits mid-pack in the medium band (783 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Income Plan for Employees of Ul reported net income rose from -$114M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Retirement Income Plan for Employees of Ul reported participants fell from 914 in the plan year 2022 filing to 783 in the plan year 2023 filing.
- Retirement Income Plan for Employees of Ul end-of-year assets rose from $211M in the plan year 2022 filing to $216M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 943282454 · Ul LLC PY 2023 · Defined Benefit (Pension)
Retirement Income Plan for Employees of Ul · $216M · 783 · 95th
- VS-ST $216M
- VS-ST 783
- VS-ST 95th
- VS-ST Defined Benefit (Pension)
- VS-ST near 1199 SEIU Regional Pension Fund
- VS-ST ind #19545
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 →
Retirement Income Plan for Employees of Ul in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $211M |
|---|---|
| Net Assets (End of Year) | $216M |
| Net Income | $4M |
| Employer EIN | 943282454 |
| Plan Effective Date | 1936-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ul LLC)
Sponsor-wide plan assets over time
All Ul LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.2B 33.854341436319636% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,496 | $1.7B |
| 2023 | 2 | 6,453 | $1.9B |
| 2024 | 2 | 6,123 | $2.2B |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
Retirement Income Plan for Employees of Ul's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is 1199 SEIU Regional Pension Fund in NY ($216M); by covered participants it is United Asso Journeymen & Apprnc Pension Fund in FL (783 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($216M here).
- 1199 SEIU Regional Pension Fund (NY) $216M · 3,888
- The Chambersburg Hospital Pension Plan for Union Represented Employees (PA) $216M · 1,097
- Service Employees Pension Fund of Upstate Ny Upstate New York (NY) $216M · 3,267
- Odyssey Reinsurance Company Restated Employees Retirement Plan (CT) $215M · 215
Similar participant headcount
Nearest other-state filings by covered participants (783 participants); asset peers above are excluded.
- United Asso Journeymen & Apprnc Pension Fund (FL) 783 · 0 off
- Mercedes-Benz USA, LLC Pension Plan (GA) 784 · 1 off
- B.a.C. Local No. 3 Pension Plan (CA) 784 · 1 off
- Plumbers Local No 98 Defined Benefit Pension Fund (MI) 780 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.