401(k)
2024 plan-year 401(k) DOL Form 5500

UHLMANN HOLDING COMPANY 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UHLMANN HOLDING COMPANY

This 401(k) plan holds $13M in total assets and serves 250 participants as of 2024. It is sponsored by UHLMANN HOLDING COMPANY in Washington. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$13M
Participants
250
State
Industry
Retail Trade

What the Filing Says About UHLMANN HOLDING COMPANY 401(K) PLAN

UHLMANN HOLDING COMPANY 401(K) PLAN is a 401(k) retirement plan sponsored by UHLMANN HOLDING COMPANY, headquartered in Washington. As of the 2024 Form 5500 filing, the plan reports $13M in total end-of-year assets and covers 250 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 911285648, and the plan has been effective since 2016-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2024 to $13M at year-end — a gain of 21.3%. Net assets (after liabilities) closed the year at $13M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$11M
Total Assets (End of Year)$13M
Net Assets (End of Year)$13M
Net Income$2M
Plan Type401(k)
Employer EIN911285648
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UHLMANN HOLDING COMPANY)

Year Plans Participants Total Assets
2022 1 192 $8M
2023 1 213 $11M
2024 1 250 $13M

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Frequently Asked Questions

How much money is in the UHLMANN HOLDING COMPANY 401(K) PLAN?
As of the 2024 Form 5500 filing, UHLMANN HOLDING COMPANY 401(K) PLAN holds $13M in total assets with 250 participants. It is sponsored by UHLMANN HOLDING COMPANY.
What type of plan is UHLMANN HOLDING COMPANY 401(K) PLAN?
UHLMANN HOLDING COMPANY 401(K) PLAN is a 401(k) plan. It has been effective since 2016-01-01. The plan is filed with the U.S. Department of Labor under EIN 911285648.
Who sponsors the UHLMANN HOLDING COMPANY 401(K) PLAN?
UHLMANN HOLDING COMPANY 401(K) PLAN is sponsored by UHLMANN HOLDING COMPANY, located in Washington. The sponsor's EIN is 911285648 and the plan operates in the Retail Trade industry.
How did UHLMANN HOLDING COMPANY 401(K) PLAN perform in 2024?
UHLMANN HOLDING COMPANY 401(K) PLAN grew by 21.3% during 2024, moving from $11M to $13M in total assets. Net income was $2M.
Where can I find official filings for UHLMANN HOLDING COMPANY 401(K) PLAN?
Official Form 5500 filings for UHLMANN HOLDING COMPANY 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 911285648 or plan name at efast.dol.gov.
How does UHLMANN HOLDING COMPANY 401(K) PLAN compare to other plans?
You can compare UHLMANN HOLDING COMPANY 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in Washington on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 911285648.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.