401(k) · DOL Form 5500 · 2024

Urus Group LP 401(k) Plan

Data updated 2026-08-25

$157M
Total assets Near avg plan size
1,094
Participants Near avg headcount
93rd
Percentile by assets National rank
$143,768
Avg per participant Near avg balance/head
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Official DOL plan name: Urus Group LP 401(k) Retirement Plan · Sponsored by Urus Group LP · Wisconsin · Agriculture, Forestry & Fishing

$157M in assets, 1,094 participants

Urus Group LP's Urus Group LP 401(k) Retirement Plan reported $157M in total assets and 1,094 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #1,189 in Agriculture, Forestry & Fishing (1,217 peers)

Where Urus Group LP 401(k) Retirement Plan sits by assets

Urus Group LP 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $157M for 1,094 participants (~$143,768/participant), up 9.3% in 2024.

#1,189
in Agriculture, Forestry & Fishing (1,217 peers)
+9.3%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Urus Group LP 401(k) Retirement Plan's outsized position by total assets

Urus Group LP 401(k) Retirement Plan vs every filed plan by assets

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

$157,282,147 Top 7% higher than 93% 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

Urus Group LP 401(k) Retirement Plan'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. Urus Group LP 401(k) Retirement Plan lands in the large band (1,094 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Urus Group LP 401(k) Retirement Plan reported net income rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Urus Group LP 401(k) Retirement Plan end-of-year assets rose from $144M in the plan year 2023 filing to $157M in the plan year 2024 filing.
  • Urus Group LP 401(k) Retirement Plan reported participants fell from 1,164 in the plan year 2023 filing to 1,094 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 832013330 · Urus Group LP PY 2024 · 401(k)

Urus Group LP 401(k) Retirement Plan · $157M · 1,094 · 93rd

  • EBSA $157M
  • EBSA 1,094
  • EBSA 93rd
  • EBSA 401(k)
  • EBSA near Room & Board 401(k) Plan
  • EBSA ind #1189

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Wisconsin →

Urus Group LP 401(k) Retirement Plan in the asset neighbourhood

Core Laboratories Profit Sharing and Retirement PlanCore Laboratories Profit Sha…$157MUrus Group LP 401(k) Retirement PlanUrus Group LP 401(k) Retirem…$157MRoom & Board 401(k) Plan$157MSofha Management Services, Inc. 401(k) Retirement PlanSofha Management Services, I…$157MFloor and Decor Outlets of America, Inc. 401(k) Retirement PlanFloor and Decor Outlets of A…$157M
End-of-year total assets ($M) among Urus Group LP 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$144M
Net Assets (End of Year)$157M
Net Income$13M
Employer EIN832013330
Plan Effective Date1952-11-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Urus Group LP)

Sponsor-wide plan assets over time

All Urus Group LP plans reported in each filing year

Latest sponsor-wide plan assets
$157M 17.720738903111872% vs 2022
2024 filing year
$130M$140M$150M$160M 202220232024 $134M $157M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 1,056 $134M
2023 1 1,164 $144M
2024 1 1,094 $157M

Nearby 401(k) Plans in Wisconsin

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

Urus Group LP 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Urus Group LP 401(k) Retirement Plan, Total assets ($B): 0.157282147 · Participants: 1094Urus Group LP 401(k) Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Urus Group LP 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Urus Group LP 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Room & Board 401(k) Plan in MN ($157M); by covered participants it is Securus 401(k) Plan in IN (1,094 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,094 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 Urus Group LP 401(k) Retirement Plan assets move in 2024?
Urus Group LP 401(k) Retirement Plan grew at a solid clip - up 9.3% during 2024, from $144M to $157M. Reported net income was $13M.
How have Urus Group LP plan assets changed over time?
Across 3 plan years on file (2022-2024), Urus Group LP's sponsor-wide assets grew 17.7%, from $134M to $157M.
Where does Urus Group LP 401(k) Retirement Plan rank by assets among Form 5500 filers?
Urus Group LP 401(k) Retirement Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Urus Group LP 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Room & Board 401(k) Plan in MN ($157M, 1,092 participants).
Which 401(k) plans cover a similar participant headcount to Urus Group LP 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Securus 401(k) Plan in IN (1,094 participants, $53M in assets).