401(k) · DOL Form 5500 · 2024
Uline, Inc. 401(k) Plan
Data updated 2026-08-25
- $968M
- Total assets Above avg plan size
- 8,285
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $116,871
- Avg per participant Below avg balance/head
Official DOL plan name: Uline, Inc. Profit Sharing Plan and Trust · Sponsored by Uline, Inc. · Wisconsin · Wholesale Trade
$968M in assets, 8,285 participants
Uline, Inc.'s Uline, Inc. Profit Sharing Plan and Trust reported $968M in total assets and 8,285 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #6,021 in Wholesale Trade (6,080 peers)
Coverage in Wisconsin
Uline, Inc. Profit Sharing Plan and Trust covers 8,285 participants in Wisconsin, 15x the typical Wisconsin plan (state average ~563 per filing). Assets: $968M.
- #6,021
- in Wholesale Trade (6,080 peers)
- +25.6%
- assets growth YoY
- 9.7×
- vs typical plan assets (national mean)
Uline, Inc. Profit Sharing Plan and Trust's outsized position by total assets
Uline, Inc. Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$968,278,425 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Uline, Inc. Profit Sharing Plan and Trust's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uline, Inc. Profit Sharing Plan and Trust lands in the large band (8,285 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Uline, Inc. Profit Sharing Plan and Trust end-of-year assets rose from $771M in the plan year 2023 filing to $968M in the plan year 2024 filing.
- Uline, Inc. Profit Sharing Plan and Trust reported net income rose from $180M in the plan year 2023 filing to $197M in the plan year 2024 filing.
- Uline, Inc. Profit Sharing Plan and Trust reported participants rose from 7,966 in the plan year 2023 filing to 8,285 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 363684738 · Uline, Inc. PY 2024 · 401(k)
Uline, Inc. Profit Sharing Plan and Trust · $968M · 8,285 · 98th
- NET $968M
- BOOK 8,285
- VS-ST 98th
- BOY 401(k)
- SCH near Mccormick 401(k) Retirement Plan
- EBSA ind #6021
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 Wholesale Trade retirement plans → · Plans in Wisconsin →
Uline, Inc. Profit Sharing Plan and Trust in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $771M |
|---|---|
| Net Assets (End of Year) | $968M |
| Net Income | $197M |
| Employer EIN | 363684738 |
| Plan Effective Date | 1986-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Uline, Inc.)
Sponsor-wide plan assets over time
All Uline, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $968M 63.90444924503883% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,339 | $591M |
| 2023 | 1 | 7,966 | $771M |
| 2024 | 1 | 8,285 | $968M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Scale composition for Uline, Inc. Profit Sharing Plan and Trust
Uline, Inc. Profit Sharing Plan and Trust reports $968M in end-of-year assets across 8,285 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $116,871 per participant (85% of the national average assets-per-participant) . Net income for plan year 2024 was $197M.
This plan identity (EIN 363684738, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $591M to $968M (+63.9%) while covered participants moved from 7,339 to 8,285 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,339 | $591M | Open filing |
| 2023 | 7,966 | $771M | Open filing |
| 2024 · index core | 8,285 | $968M | This page |
Uline, Inc. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Mccormick 401(k) Retirement Plan in MD ($968M); by covered participants it is Masco Corporation 401(k) Plan in MI (8,286 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($968M here).
- Mccormick 401(k) Retirement Plan (MD) $968M · 4,639
- One Gas, Inc. 401(k) Plan (OK) $968M · 3,860
- Cleveland Clinic 401(k) Plan (OH) $969M · N/A
- Spx Retirement Savings and Stock Ownership Plan (NC) $969M · 3,529
Similar participant headcount
Nearest other-state filings by covered participants (8,285 participants); asset peers above are excluded.
- Masco Corporation 401(k) Plan (MI) 8,286 · 1 off
- Adm 401(k) and Employee Stock Ownership Plan for Salaried Employees (IL) 8,289 · 4 off
- Regal Entertainment Group 401(k) Plan (TN) 8,295 · 10 off
- Venetian Las Vegas Gaming, LLC 401(k) Plan (NV) 8,275 · 10 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.