401(k) · DOL Form 5500 · 2024

Ursillo, Teitz & Ritch, Ltd. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
9
Participants Small participant base
49th
Percentile by assets National rank
$798,187
Avg per participant High balance/head
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Official DOL plan name: Ursillo, Teitz & Ritch 401(k) Profit Sharing Plan · Sponsored by Ursillo, Teitz & Ritch, Ltd. · Rhode Island · Professional & Technical Services

$7M in assets, 9 participants

Ursillo, Teitz & Ritch, Ltd.'s Ursillo, Teitz & Ritch 401(k) Profit Sharing Plan reported $7M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,467 in Professional & Technical Services (20,173 peers)

Ursillo, Teitz & Ritch, Ltd. multi-year trail

Ursillo, Teitz & Ritch, Ltd.'s plans moved +27.5% in assets from 2022 to 2024; this filing shows Ursillo, Teitz & Ritch 401(k) Profit Sharing Plan at $7M / 9 participants.

#9,467
in Professional & Technical Services (20,173 peers)
+10.4%
assets growth YoY

Ursillo, Teitz & Ritch 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ursillo, Teitz & Ritch 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,183,683 49th percentile higher than 49% of 123,620 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 2024

Ursillo, Teitz & Ritch 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ursillo, Teitz & Ritch 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ursillo, Teitz & Ritch 401(k) Profit Sharing Plan reported net income fell from $875K in the plan year 2023 filing to $677K in the plan year 2024 filing.
  • Ursillo, Teitz & Ritch 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 050385068 · Ursillo, Teitz & Ritch, Ltd. PY 2024 · 401(k)

Ursillo, Teitz & Ritch 401(k) Profit Sharing Plan · $7M · 9 · 49th

  • TYPE $7M
  • NET 9
  • BOOK 49th
  • VS-ST 401(k)
  • BOY near Oakworks, Inc. 401(k) Profit Sharing Plan
  • SCH ind #9467

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 Rhode Island →

Ursillo, Teitz & Ritch 401(k) Profit Sharing Plan in the asset neighbourhood

Ursillo, Teitz & Ritch 401(k) Profit Sharing PlanUrsillo, Teitz & Ritch 401(k…$7MOakworks, Inc. 401(k) Profit Sharing PlanOakworks, Inc. 401(k) Profit…$7MMarcus Food Co. 401(k) Profit Sharing PlanMarcus Food Co. 401(k) Profi…$7MPortionpac Chemical Corporation 401(k) Profit Sharing PlanPortionpac Chemical Corporat…$7MThe Little Potato Company USA, Inc. 401(k) PlanThe Little Potato Company US…$7M
End-of-year total assets ($M) among Ursillo, Teitz & Ritch 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ursillo, Teitz & Ritch, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Ursillo, Teitz & Ritch, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 27.547520827703465% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.63M $7.18M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 9 $6M
2023 1 9 $7M
2024 1 9 $7M

Ursillo, Teitz & Ritch, Ltd. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$677K
Employer EIN050385068
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

Ursillo, Teitz & Ritch 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants Ursillo, Teitz & Ritch 401(k) Profit Sharing Plan, Total assets ($B): 0.007183683 · Participants: 9Ursillo, Teitz & Ritch 401(k) Profit Sharing PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
Ursillo, Teitz & Ritch 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Ursillo, Teitz & Ritch 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ursillo, Teitz & Ritch 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Oakworks, Inc. 401(k) Profit Sharing Plan in PA ($7M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ursillo, Teitz & Ritch 401(k) Profit Sharing Plan assets move in 2024? ▼
Ursillo, Teitz & Ritch 401(k) Profit Sharing Plan grew at a solid clip - up 10.4% during 2024, from $7M to $7M. Reported net income was $677K.
How have Ursillo, Teitz & Ritch, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ursillo, Teitz & Ritch, Ltd.'s sponsor-wide assets grew 27.5%, from $6M to $7M.
Which 401(k) plans are similar in size to Ursillo, Teitz & Ritch 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oakworks, Inc. 401(k) Profit Sharing Plan in PA ($7M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Ursillo, Teitz & Ritch 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 050385068.

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.