401(k) · DOL Form 5500 · 2024
Uhlmann Holding Company 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 250
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $52,664
- Avg per participant Low balance/head
Official DOL plan name: Uhlmann Holding Company 401(k) Plan · Sponsored by Uhlmann Holding Company · Washington · Retail Trade
$13M in assets, 250 participants
Uhlmann Holding Company's Uhlmann Holding Company 401(k) Plan reported $13M in total assets and 250 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #5,858 in Retail Trade (8,048 peers)
Coverage in Washington
Uhlmann Holding Company 401(k) Plan covers 250 participants in Washington, about 17% of the average Washington filer (state average ~1,476 per filing). Assets: $13M.
- #5,858
- in Retail Trade (8,048 peers)
- +21.3%
- assets growth YoY
Uhlmann Holding Company 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Uhlmann Holding Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,165,960 Top 38% higher than 62% 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
Uhlmann Holding Company 401(k) 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. Uhlmann Holding Company 401(k) Plan sits mid-pack in the medium band (250 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Uhlmann Holding Company 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Uhlmann Holding Company 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Uhlmann Holding Company 401(k) Plan reported participants rose from 213 in the plan year 2023 filing to 250 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 911285648 · Uhlmann Holding Company PY 2024 · 401(k)
Uhlmann Holding Company 401(k) Plan · $13M · 250 · 62nd
- ASSETS $13M
- PCT 250
- EIN 62nd
- RANK 401(k)
- PHOTO near A-V Services, Incorporated 401(k) Profit Sharing Plan
- IND ind #5858
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 Retail Trade retirement plans → · Plans in Washington →
Uhlmann Holding Company 401(k) Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 911285648 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Uhlmann Holding Company)
Sponsor-wide plan assets over time
All Uhlmann Holding Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 65.20430009302966% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 192 | $8M |
| 2023 | 1 | 213 | $11M |
| 2024 | 1 | 250 | $13M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $73.9B · 139,394
- Microsoft Corporation Savings Plus 401(k) Plan $65.6B · 118,818
- Costco 401(k) Retirement Plan $41.0B · 202,468
- Amazon 401(k) Plan $34.6B · 1,209,303
- 401(k) Savings Plan $10.1B · 86,668
Uhlmann Holding Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is A-V Services, Incorporated 401(k) Profit Sharing Plan in NJ ($13M); by covered participants it is Grand Care Health Services, LLC 401(k) Plan in CA (250 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- A-V Services, Incorporated 401(k) Profit Sharing Plan (NJ) $13M · 291
- Alliance Materials, Inc. 401(k) and Profit Sharing Plan (TX) $13M · 85
- Physicians 401(k) Solutions (FL) $13M · 184
- The Pts, Icx, Kil 401(k) Plan (CA) $13M · 223
Similar participant headcount
Nearest other-state filings by covered participants (250 participants); asset peers above are excluded.
- Grand Care Health Services, LLC 401(k) Plan (CA) 250 · 0 off
- Foley Holdings, LLC 401(k) Profit Sharing Plan (CT) 250 · 0 off
- Rpm International Inc. Union 401(k) Trust and Plan (OH) 250 · 0 off
- Dunham & Jones Attorneys at Law 401(k) Plan (TX) 250 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.