401(k) · DOL Form 5500 · 2024

Wm. G. Uhl Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
13
Participants Small participant base
34th
Percentile by assets National rank
$229,299
Avg per participant Above avg balance/head
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Official DOL plan name: Wm.G. Uhl Agency, Inc. 401(k) Plan · Sponsored by Wm. G. Uhl Agency, Inc. · Ohio · Finance & Insurance

$3M in assets, 13 participants

Wm. G. Uhl Agency, Inc.'s Wm.G. Uhl Agency, Inc. 401(k) Plan reported $3M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,896 in Finance & Insurance (8,549 peers)

Wm. G. Uhl Agency, Inc. multi-year trail

Wm. G. Uhl Agency, Inc.'s plans moved +54.5% in assets from 2022 to 2024; this filing shows Wm.G. Uhl Agency, Inc. 401(k) Plan at $3M / 13 participants.

#1,896
in Finance & Insurance (8,549 peers)
+14.6%
assets growth YoY

Wm.G. Uhl Agency, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Wm.G. Uhl Agency, Inc. 401(k) Plan vs every filed plan by assets

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

$2,980,891 34th percentile higher than 34% 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

Wm.G. Uhl Agency, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wm.G. Uhl Agency, Inc. 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wm.G. Uhl Agency, Inc. 401(k) Plan reported net income fell from $671K in the plan year 2023 filing to $381K in the plan year 2024 filing.
  • Wm.G. Uhl Agency, Inc. 401(k) Plan reported participants rose from 11 in the plan year 2023 filing to 13 in the plan year 2024 filing.
  • Wm.G. Uhl Agency, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 310824983 · Wm. G. Uhl Agency, Inc. PY 2024 · 401(k)

Wm.G. Uhl Agency, Inc. 401(k) Plan · $3M · 13 · 34th

  • VS-ST $3M
  • BOY 13
  • SCH 34th
  • EBSA 401(k)
  • PART near Fam International Logistics 401(k) Plan
  • TYPE ind #1896

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 Finance & Insurance retirement plans → · Plans in Ohio →

Wm.G. Uhl Agency, Inc. 401(k) Plan in the asset neighbourhood

Wm.G. Uhl Agency, Inc. 401(k) PlanWm.G. Uhl Agency, Inc. 401(k…$3MFam International Logistics 401(k) PlanFam International Logistics …$3MPolaris Aero LLC 401(k) Profit Sharing Plan & TrustPolaris Aero LLC 401(k) Prof…$3MZachary Scott Theatre Center 401(k) PlanZachary Scott Theatre Center…$3MNorth Texas Neurosurgical Consultants, P.a. 401(k) Profit Sharing Plan and TrustNorth Texas Neurosurgical Co…$3M
End-of-year total assets ($M) among Wm.G. Uhl Agency, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wm. G. Uhl Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wm. G. Uhl Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 54.52004505660326% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.93M $2.98M ▲ +54.4%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 11 $3M
2024 1 13 $3M

Wm. G. Uhl Agency, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$381K
Employer EIN310824983
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Wm.G. Uhl Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Wm.G. Uhl Agency, Inc. 401(k) Plan, Total assets ($B): 0.002980891 · Participants: 13Wm.G. Uhl Agency, Inc. 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Wm.G. Uhl Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Wm.G. Uhl Agency, Inc. 401(k) Plan side-by-side with 3 peers →

Wm.G. Uhl Agency, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Fam International Logistics 401(k) Plan in FL ($3M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Wm.G. Uhl Agency, Inc. 401(k) Plan assets move in 2024? ▼
Wm.G. Uhl Agency, Inc. 401(k) Plan grew at a solid clip - up 14.6% during 2024, from $3M to $3M. Reported net income was $381K.
How have Wm. G. Uhl Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wm. G. Uhl Agency, Inc.'s sponsor-wide assets grew 54.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Wm.G. Uhl Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fam International Logistics 401(k) Plan in FL ($3M, 167 participants).
Which 401(k) plans cover a similar participant headcount to Wm.G. Uhl Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 participants, N/A 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 310824983.

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.