401(k) · DOL Form 5500 · 2024

Ulrey Foods, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
100
Participants Small participant base
37th
Percentile by assets National rank
$36,759
Avg per participant Low balance/head
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Official DOL plan name: Ulrey Foods, Inc. Profit Sharing Plan · Sponsored by Ulrey Foods, Inc. · Ohio · Food Services & Accommodation

$4M in assets, 100 participants

Ulrey Foods, Inc.'s Ulrey Foods, Inc. Profit Sharing Plan reported $4M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,659 in Food Services & Accommodation (3,672 peers)

Coverage in Ohio

Ulrey Foods, Inc. Profit Sharing Plan covers 100 participants in Ohio, about 13% of the average Ohio filer (state average ~765 per filing). Assets: $4M.

#2,659
in Food Services & Accommodation (3,672 peers)
+24.5%
assets growth YoY

Ulrey Foods, Inc. Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Ulrey Foods, Inc. Profit Sharing Plan vs every filed plan by assets

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

$3,675,854 37th percentile higher than 37% 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

Ulrey Foods, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ulrey Foods, Inc. Profit Sharing Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ulrey Foods, Inc. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Ulrey Foods, Inc. Profit Sharing Plan reported participants fell from 102 in the plan year 2023 filing to 100 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 311027563 · Ulrey Foods, Inc. PY 2024 · 401(k)

Ulrey Foods, Inc. Profit Sharing Plan · $4M · 100 · 37th

  • RANK $4M
  • RANK 100
  • RANK 37th
  • RANK 401(k)
  • RANK near Saratoga Medical Center, Inc. 401(k) Plan
  • RANK ind #2659

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 Food Services & Accommodation retirement plans → · Plans in Ohio →

Ulrey Foods, Inc. Profit Sharing Plan in the asset neighbourhood

Ulrey Foods, Inc. Profit Sharing PlanUlrey Foods, Inc. Profit Sha…$4MSaratoga Medical Center, Inc. 401(k) PlanSaratoga Medical Center, Inc…$4MAdvocates Incorporated 401(k) Profit Sharing Plan and TrustAdvocates Incorporated 401(k…$4MGsp Components, Inc. 401(k) PlanGsp Components, Inc. 401(k) …$4MCentral Bag Company 401(k) PlanCentral Bag Company 401(k) P…$4M
End-of-year total assets ($M) among Ulrey Foods, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$723K
Employer EIN311027563
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ulrey Foods, Inc.)

Sponsor-wide plan assets over time

All Ulrey Foods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 30.173516122864697% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.1M $14.5M ▲ +30.2%
Year Plans Participants Total Assets
2022 2 201 $11M
2023 2 212 $12M
2024 2 219 $14M

Nearby 401(k) Plans in Ohio

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

Ulrey Foods, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Ulrey Foods, Inc. Profit Sharing Plan, Total assets ($B): 0.003675854 · Participants: 100Ulrey Foods, Inc. Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Ulrey Foods, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Ulrey Foods, Inc. Profit Sharing Plan side-by-side with 3 peers →

Ulrey Foods, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Saratoga Medical Center, Inc. 401(k) Plan in VA ($4M); by covered participants it is Controltek 401(k) Profit Sharing Plan in WA (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Ulrey Foods, Inc. Profit Sharing Plan assets move in 2024? ▼
Ulrey Foods, Inc. Profit Sharing Plan grew sharply - up 24.5% during 2024, from $3M to $4M. Reported net income was $723K.
How have Ulrey Foods, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ulrey Foods, Inc.'s sponsor-wide assets grew 30.2%, from $11M to $14M.
Which 401(k) plans are similar in size to Ulrey Foods, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Saratoga Medical Center, Inc. 401(k) Plan in VA ($4M, 247 participants).
Which 401(k) plans cover a similar participant headcount to Ulrey Foods, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Controltek 401(k) Profit Sharing Plan in WA (100 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 311027563.

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.