401(k) · DOL Form 5500 · 2024

Utilitra LLC 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
342
Participants Below avg headcount
80th
Percentile by assets National rank
$103,687
Avg per participant Below avg balance/head
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Official DOL plan name: Fms 401(k) Profit Sharing Plan and Trust · Sponsored by Utilitra LLC · Illinois · Professional & Technical Services

$35M in assets, 342 participants

Utilitra LLC's Fms 401(k) Profit Sharing Plan and Trust reported $35M in total assets and 342 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,169 in Professional & Technical Services (20,173 peers)

Coverage in Illinois

Fms 401(k) Profit Sharing Plan and Trust covers 342 participants in Illinois, about 44% of the average Illinois filer (state average ~779 per filing). Assets: $35M.

#16,169
in Professional & Technical Services (20,173 peers)
+22.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Fms 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Fms 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$35,460,967 Top 20% higher than 80% 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

Fms 401(k) Profit Sharing Plan and Trust 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. Fms 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (342 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fms 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $29M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Fms 401(k) Profit Sharing Plan and Trust reported participants rose from 323 in the plan year 2023 filing to 342 in the plan year 2024 filing.
  • Fms 401(k) Profit Sharing Plan and Trust reported net income rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 371381653 · Utilitra LLC PY 2024 · 401(k)

Fms 401(k) Profit Sharing Plan and Trust · $35M · 342 · 80th

  • RANK $35M
  • PHOTO 342
  • IND 80th
  • EOY 401(k)
  • 5500 near Gbbn Architects, Inc. 401(k) Savings Plan
  • ASSETS ind #16169

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 Illinois →

Fms 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Fms 401(k) Profit Sharing Plan and TrustFms 401(k) Profit Sharing Pl…$35MGbbn Architects, Inc. 401(k) Savings PlanGbbn Architects, Inc. 401(k)…$35MBachman's 401(k) Retirement Savings PlanBachman's 401(k) Retirement …$35MPark Industries, Inc. 401(k) PlanPark Industries, Inc. 401(k)…$35MKetel Thorstenson, LLP 401(k) Profit Sharing PlanKetel Thorstenson, LLP 401(k…$35M
End-of-year total assets ($M) among Fms 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$35M
Net Income$6M
Employer EIN371381653
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Utilitra LLC)

Sponsor-wide plan assets over time

All Utilitra LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 55.278603861847856% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.8M $35.5M ▲ +55.3%
Year Plans Participants Total Assets
2022 1 302 $23M
2023 1 323 $29M
2024 1 342 $35M

Nearby 401(k) Plans in Illinois

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

Fms 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Fms 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.035460967 · Participants: 342Fms 401(k) Profit Sharing Plan and TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Fms 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Fms 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Fms 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Gbbn Architects, Inc. 401(k) Savings Plan in OH ($35M); by covered participants it is C. Stein, Inc. Retirement Plan in WA (342 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (342 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 Fms 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Fms 401(k) Profit Sharing Plan and Trust grew sharply - up 22.3% during 2024, from $29M to $35M. Reported net income was $6M.
How have Utilitra LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utilitra LLC's sponsor-wide assets grew 55.3%, from $23M to $35M.
Where does Fms 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Fms 401(k) Profit Sharing Plan and Trust ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fms 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gbbn Architects, Inc. 401(k) Savings Plan in OH ($35M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Fms 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is C. Stein, Inc. Retirement Plan in WA (342 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 371381653.

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.