401(k) · DOL Form 5500 · 2024
Felsburg, Holt & Ullevig, Inc. 401(k) Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 199
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $159,246
- Avg per participant Above avg balance/head
Official DOL plan name: Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan · Sponsored by Felsburg, Holt & Ullevig, Inc. · Colorado · Professional & Technical Services
$32M in assets, 199 participants
Felsburg, Holt & Ullevig, Inc.'s Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan reported $32M in total assets and 199 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #15,796 in Professional & Technical Services (20,173 peers)
Where Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan sits by assets
Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $32M for 199 participants (~$159,246/participant), up 13.6% in 2024.
- #15,796
- in Professional & Technical Services (20,173 peers)
- +13.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,689,904 Top 22% higher than 78% 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
Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (199 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $28M in the plan year 2023 filing to $32M in the plan year 2024 filing.
- Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan reported participants rose from 177 in the plan year 2023 filing to 199 in the plan year 2024 filing.
DOL schedule card
Filing strip 840965977 · Felsburg, Holt & Ullevig, Inc. PY 2024 · 401(k)
Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan · $32M · 199 · 78th
- BOOK $32M
- BOOK 199
- BOOK 78th
- BOOK 401(k)
- BOOK near Trillium Flow Technologies 401(k) Plan
- BOOK ind #15796
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 Colorado →
Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $4M |
| Employer EIN | 840965977 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Felsburg, Holt & Ullevig, Inc.)
Sponsor-wide plan assets over time
All Felsburg, Holt & Ullevig, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 43.42653038585565% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 161 | $22M |
| 2023 | 1 | 177 | $28M |
| 2024 | 1 | 199 | $32M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Felsburg, Holt & Ullevig, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Trillium Flow Technologies 401(k) Plan in MA ($32M); by covered participants it is Cascade Services, Inc. 401(k) Plan in UT (199 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Trillium Flow Technologies 401(k) Plan (MA) $32M · 443
- Quality Living, Inc. 401(k) Retirement Plan (NE) $32M · 419
- Neosystems Corp. Employees 401(k) and Profit Sharing Plan (VA) $32M · 167
- Gatesair 401(k) Plan (OH) $32M · 160
Similar participant headcount
Nearest other-state filings by covered participants (199 participants); asset peers above are excluded.
- Cascade Services, Inc. 401(k) Plan (UT) 199 · 0 off
- Erie Federal Credit Union 401(k) Plan and Trust (PA) 199 · 0 off
- Sanwa Growers, Inc 401(k) Plan (FL) 199 · 0 off
- Stillwater Designs and Audio, Inc. 401(k) Profit Sharing Plan (OK) 199 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.