ESOP · DOL Form 5500 · 2024

Ulrich, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
24
Participants Small participant base
24th
Percentile by assets National rank
$46,894
Avg per participant Low balance/head
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Official DOL plan name: Ulrich, Inc. Employee Stock Ownership Plan · Sponsored by Ulrich, Inc. · New Jersey · Construction

$1M in assets, 24 participants

Ulrich, Inc.'s Ulrich, Inc. Employee Stock Ownership Plan reported $1M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,050 in Construction (9,039 peers)

Ulrich, Inc. multi-year trail

Ulrich, Inc.'s plans moved +40.6% in assets from 2022 to 2024; this filing shows Ulrich, Inc. Employee Stock Ownership Plan at $1M / 24 participants.

#2,050
in Construction (9,039 peers)
-6.2%
assets change YoY

The plan reported a net loss of $65K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ulrich, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Ulrich, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,125,444 24th percentile higher than 24% 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

Ulrich, Inc. Employee Stock Ownership 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. Ulrich, Inc. Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ulrich, Inc. Employee Stock Ownership Plan reported net income fell from $410K in the plan year 2023 filing to -$65K in the plan year 2024 filing.
  • Ulrich, Inc. Employee Stock Ownership Plan reported participants rose from 20 in the plan year 2023 filing to 24 in the plan year 2024 filing.
  • Ulrich, Inc. Employee Stock Ownership Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 221453297 · Ulrich, Inc. PY 2024 · ESOP

Ulrich, Inc. Employee Stock Ownership Plan · $1M · 24 · 24th

  • PHOTO $1M
  • PHOTO 24
  • PHOTO 24th
  • PHOTO ESOP
  • PHOTO near Robertson & Olson Construction, Inc Employee Stock Ownership Plan
  • PHOTO ind #2050

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 What is an ESOP? → · Plans in New Jersey →

Ulrich, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ulrich, Inc. Employee Stock Ownership PlanUlrich, Inc. Employee Stock …$1MRobertson & Olson Construction, Inc Employee Stock Ownership PlanRobertson & Olson Constructi…$1MSc Solutions, Inc. Employee Stock Ownership PlanSc Solutions, Inc. Employee …$1MThe Galt Group, Inc. Employee Stock Ownership Plan and TrustThe Galt Group, Inc. Employe…$1MVenuworks, Inc. Employee Stock Ownership PlanVenuworks, Inc. Employee Sto…$1M
End-of-year total assets ($M) among Ulrich, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ulrich, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ulrich, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 40.60193866676995% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.8M $1.13M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 18 $800K
2023 1 20 $1M
2024 1 24 $1M

Ulrich, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$65K
Employer EIN221453297
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

Peer ESOP plans, same state, same plan type, ranked by total assets.

Ulrich, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Ulrich, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.125444 · Participants: 24Ulrich, Inc. Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 446.25 · Participants: 1176Okonite Company Employees Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 302.820247 · Participants: 1275Conair LLC Savings and Investment PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 280.534757 · Participants: 1740Mathematica Group Holding Inc. Employee Stock Ownership PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 105.2481 · Participants: 199Amboy Bancorporation Employee Stock Ownership PlanRailroad Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 87.816327 · Participants: 144Railroad Construction Company, Inc. Employee Stock Ownership Plan
Ulrich, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Ulrich, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Ulrich, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Robertson & Olson Construction, Inc Employee Stock Ownership Plan in WA ($1M); by covered participants it is Southern Rubber Company, Inc. Employee Stock Ownership Plan in NC (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Ulrich, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Ulrich, Inc. Employee Stock Ownership Plan pulled back noticeably - down 6.2% during 2024, from $1M to $1M. Reported net income was -$65K.
How have Ulrich, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ulrich, Inc.'s sponsor-wide assets grew 40.6%, from $800K to $1M.
Where does Ulrich, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ulrich, Inc. Employee Stock Ownership Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Ulrich, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Robertson & Olson Construction, Inc Employee Stock Ownership Plan in WA ($1M, 60 participants).
Which ESOP plans cover a similar participant headcount to Ulrich, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Southern Rubber Company, Inc. Employee Stock Ownership Plan in NC (24 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 221453297.

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.