401(k) · DOL Form 5500 · 2024
Uli Service LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 129
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $40,267
- Avg per participant Low balance/head
Official DOL plan name: Uli Service LLC 401(k) Savings Plan · Sponsored by Uli Service LLC · Wisconsin · Real Estate
$5M in assets, 129 participants
Uli Service LLC's Uli Service LLC 401(k) Savings Plan reported $5M in total assets and 129 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #2,869 in Real Estate (4,605 peers)
Coverage in Wisconsin
Uli Service LLC 401(k) Savings Plan covers 129 participants in Wisconsin, about 23% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.
- #2,869
- in Real Estate (4,605 peers)
- +13.6%
- assets growth YoY
Uli Service LLC 401(k) Savings Plan's mid-pack asset rank among Real Estate and all filers
Uli Service LLC 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,194,462 43rd percentile higher than 43% 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
Uli Service LLC 401(k) Savings 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. Uli Service LLC 401(k) Savings Plan sits mid-pack in the medium band (129 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Uli Service LLC 401(k) Savings Plan reported net income fell from $994K in the plan year 2023 filing to $623K in the plan year 2024 filing.
- Uli Service LLC 401(k) Savings Plan reported participants rose from 108 in the plan year 2023 filing to 129 in the plan year 2024 filing.
- Uli Service LLC 401(k) Savings Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 201116134 · Uli Service LLC PY 2024 · 401(k)
Uli Service LLC 401(k) Savings Plan · $5M · 129 · 43rd
- BOY $5M
- SCH 129
- EBSA 43rd
- PART 401(k)
- TYPE near Lumite, Inc. 401(k) Savings Plan
- NET ind #2869
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 Real Estate retirement plans → · Plans in Wisconsin →
Uli Service LLC 401(k) Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $623K |
| Employer EIN | 201116134 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Uli Service LLC)
Sponsor-wide plan assets over time
All Uli Service LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 45.20958611121439% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 116 | $4M |
| 2023 | 1 | 108 | $5M |
| 2024 | 1 | 129 | $5M |
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
Uli Service LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Lumite, Inc. 401(k) Savings Plan in GA ($5M); by covered participants it is Howard's Appliances 401(k) Plan in CA (129 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Lumite, Inc. 401(k) Savings Plan (GA) $5M · 125
- Azbil North America, Inc. 401(k) Plan (AZ) $5M · 56
- The Master's Academy 401(k) Plan (FL) $5M · 136
- Hammond and Shinners, P.C. 401(k) Plan (MO) $5M · 18
Similar participant headcount
Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.
- Howard's Appliances 401(k) Plan (CA) 129 · 0 off
- Wellframe 401(k) Plan (MA) 129 · 0 off
- Prkk, LLC Retirement Trust (NM) 129 · 0 off
- Lake Doctors Inc. 401(k) Profit Sharing Plan & Trust (FL) 129 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.