401(k) · DOL Form 5500 · 2024

Ursus Equity Inc. 401(k) Plan

Data updated 2026-08-25

$243K
Total assets Small plan by assets
1
Participants Small participant base
12th
Percentile by assets National rank
$243,371
Avg per participant Above avg balance/head
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Official DOL plan name: Ursus Equity Inc. 401(k) Plan · Sponsored by Ursus Equity Inc. · Montana · Real Estate

$243K in assets, 1 participants

Ursus Equity Inc.'s Ursus Equity Inc. 401(k) Plan reported $243K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • #865 in Real Estate (4,605 peers)

Ursus Equity Inc. multi-year trail

Ursus Equity Inc.'s plans moved -28.1% in assets from 2022 to 2024; this filing shows Ursus Equity Inc. 401(k) Plan at $243K / 1 participant.

#865
in Real Estate (4,605 peers)
-58.6%
assets change YoY

The plan reported a net loss of $345K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ursus Equity Inc. 401(k) Plan among the smaller filed plans by assets

Ursus Equity Inc. 401(k) Plan vs every filed plan by assets

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

$243,371 12th percentile higher than 12% 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

Ursus Equity Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ursus Equity Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ursus Equity Inc. 401(k) Plan reported net income fell from $250K in the plan year 2023 filing to -$345K in the plan year 2024 filing.
  • Ursus Equity Inc. 401(k) Plan end-of-year assets fell from $588K in the plan year 2023 filing to $243K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 853431670 · Ursus Equity Inc. PY 2024 · 401(k)

Ursus Equity Inc. 401(k) Plan · $243K · 1 · 12th

  • 5500 $243K
  • ASSETS 1
  • PCT 12th
  • EIN 401(k)
  • RANK near Pack Cgi Corp. 401(k) Profit Sharing Plan
  • PHOTO ind #865

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 Montana →

Ursus Equity Inc. 401(k) Plan in the asset neighbourhood

Ursus Equity Inc. 401(k) Plan$243KPack Cgi Corp. 401(k) Profit Sharing PlanPack Cgi Corp. 401(k) Profit…$243KMoon Mountain Inc. 401(k) PlanMoon Mountain Inc. 401(k) Pl…$243KHausman Law Group, PC Salary Deferral Profit Sharing PlanHausman Law Group, PC Salary…$243KCardier, Inc. 401(k) Plan$243K
End-of-year total assets ($M) among Ursus Equity Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ursus Equity Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ursus Equity Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$243K 28.069952474404747% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M 202220232024 $0.34M $0.24M ▼ -29.4%
Year Plans Participants Total Assets
2022 1 1 $338K
2023 1 1 $588K
2024 1 1 $243K

Ursus Equity Inc. filing trail (2024)

Total Assets (Beginning of Year)$588K
Net Assets (End of Year)$243K
Net Income-$345K
Employer EIN853431670
Plan Effective Date2020-10-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Ursus Equity Inc. 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600800 Total assets ($M) Participants Ursus Equity Inc. 401(k) Plan, Total assets ($M): 0.243371 · Participants: 1Ursus Equity Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
Ursus Equity Inc. 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Ursus Equity Inc. 401(k) Plan side-by-side with 3 peers →

Ursus Equity Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Pack Cgi Corp. 401(k) Profit Sharing Plan in TX ($243K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($243K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Ursus Equity Inc. 401(k) Plan assets move in 2024? ▼
Ursus Equity Inc. 401(k) Plan contracted severely - down 58.6% during 2024, from $588K to $243K. Reported net income was -$345K.
How have Ursus Equity Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ursus Equity Inc.'s sponsor-wide assets declined 28.1%, from $338K to $243K.
Where does Ursus Equity Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Ursus Equity Inc. 401(k) Plan ranks in the 12th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Ursus Equity Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pack Cgi Corp. 401(k) Profit Sharing Plan in TX ($243K, 25 participants).
Which 401(k) plans cover a similar participant headcount to Ursus Equity Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 853431670.

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.