401(k) · DOL Form 5500 · 2024

Ulbrich Stainless Steels & Special Metals, Inc. 401(k) Plan

Data updated 2026-08-25

$131M
Total assets Near avg plan size
594
Participants Below avg headcount
92nd
Percentile by assets National rank
$221,091
Avg per participant Above avg balance/head
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Official DOL plan name: Ulbrich Plus Savings and Retirement Plan · Sponsored by Ulbrich Stainless Steels & Special Metals, Inc. · Connecticut · Manufacturing

$131M in assets, 594 participants

Ulbrich Stainless Steels & Special Metals, Inc.'s Ulbrich Plus Savings and Retirement Plan reported $131M in total assets and 594 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #15,708 in Manufacturing (17,777 peers)

Where Ulbrich Plus Savings and Retirement Plan sits by assets

Ulbrich Plus Savings and Retirement Plan sits in the top 10% of all filed plans by assets, $131M for 594 participants (~$221,091/participant), up 8.7% in 2024.

#15,708
in Manufacturing (17,777 peers)
+8.7%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Ulbrich Plus Savings and Retirement Plan's outsized position by total assets

Ulbrich Plus Savings and Retirement Plan vs every filed plan by assets

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

$131,327,853 Top 8% higher than 92% 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

Ulbrich Plus Savings and Retirement 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. Ulbrich Plus Savings and Retirement Plan sits mid-pack in the medium band (594 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ulbrich Plus Savings and Retirement Plan reported net income fell from $17M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Ulbrich Plus Savings and Retirement Plan end-of-year assets rose from $121M in the plan year 2023 filing to $131M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 060706390 · Ulbrich Stainless Steels & Special Metals, Inc. PY 2024 · 401(k)

Ulbrich Plus Savings and Retirement Plan · $131M · 594 · 92nd

  • VS-ST $131M
  • VS-ST 594
  • VS-ST 92nd
  • VS-ST 401(k)
  • VS-ST near Tuv Sud America, Inc. 401(k) Savings Plan
  • VS-ST ind #15708

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 Manufacturing retirement plans → · Plans in Connecticut →

Ulbrich Plus Savings and Retirement Plan in the asset neighbourhood

South Point Hotel and Casino 401(k) PlanSouth Point Hotel and Casino…$131MYcs&t Retirement Plan$131MTuv Sud America, Inc. 401(k) Savings PlanTuv Sud America, Inc. 401(k)…$131MUlbrich Plus Savings and Retirement PlanUlbrich Plus Savings and Ret…$131MFujifilm Dimatix, Inc. 401(k) PlanFujifilm Dimatix, Inc. 401(k…$131M
End-of-year total assets ($M) among Ulbrich Plus Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$131M
Net Income$11M
Employer EIN060706390
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ulbrich Stainless Steels & Special Metals, Inc.)

Sponsor-wide plan assets over time

All Ulbrich Stainless Steels & Special Metals, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$131M 26.96816366992699% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $103M $131M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 546 $103M
2023 1 593 $121M
2024 1 594 $131M

Nearby 401(k) Plans in Connecticut

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

Ulbrich Plus Savings and Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Ulbrich Plus Savings and Retirement Plan, Total assets ($B): 0.131327853 · Participants: 594Ulbrich Plus Savings and Retirement PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Ulbrich Plus Savings and Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Ulbrich Plus Savings and Retirement Plan side-by-side with 3 peers →

Ulbrich Plus Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Tuv Sud America, Inc. 401(k) Savings Plan in MA ($131M); by covered participants it is Vacation Rental Pros Property Management LLC in FL (594 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($131M here).

Similar participant headcount

Nearest other-state filings by covered participants (594 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 Ulbrich Plus Savings and Retirement Plan assets move in 2024? ▼
Ulbrich Plus Savings and Retirement Plan grew at a solid clip - up 8.7% during 2024, from $121M to $131M. Reported net income was $11M.
How have Ulbrich Stainless Steels & Special Metals, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ulbrich Stainless Steels & Special Metals, Inc.'s sponsor-wide assets grew 27.0%, from $103M to $131M.
Where does Ulbrich Plus Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Ulbrich Plus Savings and Retirement Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ulbrich Plus Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tuv Sud America, Inc. 401(k) Savings Plan in MA ($131M, 592 participants).
Which 401(k) plans cover a similar participant headcount to Ulbrich Plus Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vacation Rental Pros Property Management LLC in FL (594 participants, $5M 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 060706390.

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.