401(k) · DOL Form 5500 · 2023

Ultrasource LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
162
Participants Small participant base
63rd
Percentile by assets National rank
$76,524
Avg per participant Below avg balance/head
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Official DOL plan name: Ultrasource LLC Retirement Plan · Sponsored by Ultrasource LLC · Missouri · Manufacturing

$12M in assets, 162 participants

Ultrasource LLC's Ultrasource LLC Retirement Plan reported $12M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #9,469 in Manufacturing (18,722 peers)

Coverage in Missouri

Ultrasource LLC Retirement Plan covers 162 participants in Missouri, about 22% of the average Missouri filer (state average ~737 per filing). Assets: $12M.

#9,469
in Manufacturing (18,722 peers)
-4.5%
assets change YoY

The plan reported a net loss of $590K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ultrasource LLC Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Ultrasource LLC Retirement Plan vs every filed plan by assets

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

$12,396,939 Top 37% higher than 63% 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

Ultrasource LLC Retirement 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. Ultrasource LLC Retirement Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ultrasource LLC Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to -$590K in the plan year 2023 filing.
  • Ultrasource LLC Retirement Plan reported participants rose from 149 in the plan year 2022 filing to 162 in the plan year 2023 filing.
  • Ultrasource LLC Retirement Plan end-of-year assets fell from $13M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 431906745 · Ultrasource LLC PY 2023 · 401(k)

Ultrasource LLC Retirement Plan · $12M · 162 · 63rd

  • PCT $12M
  • PCT 162
  • PCT 63rd
  • PCT 401(k)
  • PCT near Round Ground Metals, Inc. 401(k) Plan & Trust
  • PCT ind #9469

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 Missouri →

Ultrasource LLC Retirement Plan in the asset neighbourhood

Ultrasource LLC Retirement PlanUltrasource LLC Retirement P…$12MRound Ground Metals, Inc. 401(k) Plan & TrustRound Ground Metals, Inc. 40…$12MThe Collected Group Company, LLC Retirement PlanThe Collected Group Company,…$12MJ.L. Carr Enterprises, Inc. 401(k) Retirement PlanJ.L. Carr Enterprises, Inc. …$12MGrenzebach 401(k) Plan$12M
End-of-year total assets ($M) among Ultrasource LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$590K
Employer EIN431906745
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ultrasource LLC)

Sponsor-wide plan assets over time

All Ultrasource LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 4.270747484569457% vs 2022
2024 filing year
$12M$12.5M$13M$13.5M$14M 202220232024 $13M $13.5M ▲ +4.2%
Year Plans Participants Total Assets
2022 1 149 $13M
2023 1 162 $12M
2024 1 156 $14M

Nearby 401(k) Plans in Missouri

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

Ultrasource LLC Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Ultrasource LLC Retirement Plan, Total assets ($B): 0.012396939 · Participants: 162Ultrasource LLC Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Ultrasource LLC Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Ultrasource LLC Retirement Plan side-by-side with 3 peers →

Ultrasource LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Round Ground Metals, Inc. 401(k) Plan & Trust in IL ($12M); by covered participants it is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Ultrasource LLC Retirement Plan assets move in 2023? ▼
Ultrasource LLC Retirement Plan edged down modestly - down 4.5% during 2023, from $13M to $12M. Reported net income was -$590K.
How have Ultrasource LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ultrasource LLC's sponsor-wide assets grew 4.3%, from $13M to $14M.
Which 401(k) plans are similar in size to Ultrasource LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Round Ground Metals, Inc. 401(k) Plan & Trust in IL ($12M, 120 participants).
Which 401(k) plans cover a similar participant headcount to Ultrasource LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 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 431906745.

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.