401(k) · DOL Form 5500 · 2024

Ulse Inc. 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
376
Participants Below avg headcount
87th
Percentile by assets National rank
$168,926
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ulse and Ulri Financial Security Plan · Sponsored by Ulse Inc. · Illinois · Professional & Technical Services

$64M in assets, 376 participants

Ulse Inc.'s Ulse and Ulri Financial Security Plan reported $64M in total assets and 376 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,686 in Professional & Technical Services (20,173 peers)

Coverage in Illinois

Ulse and Ulri Financial Security Plan covers 376 participants in Illinois, about 48% of the average Illinois filer (state average ~779 per filing). Assets: $64M.

#17,686
in Professional & Technical Services (20,173 peers)
+22.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Ulse and Ulri Financial Security Plan's outsized position by total assets

Ulse and Ulri Financial Security Plan vs every filed plan by assets

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

$63,516,115 Top 13% higher than 87% 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

Ulse and Ulri Financial Security 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. Ulse and Ulri Financial Security Plan sits mid-pack in the medium band (376 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ulse and Ulri Financial Security Plan reported participants rose from 199 in the plan year 2023 filing to 376 in the plan year 2024 filing.
  • Ulse and Ulri Financial Security Plan reported net income fell from $15M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Ulse and Ulri Financial Security Plan end-of-year assets rose from $52M in the plan year 2023 filing to $64M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 301211139 · Ulse Inc. PY 2024 · 401(k)

Ulse and Ulri Financial Security Plan · $64M · 376 · 87th

  • TYPE $64M
  • NET 376
  • BOOK 87th
  • VS-ST 401(k)
  • BOY near Routeone 401(k) Plan
  • SCH ind #17686

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Ulse and Ulri Financial Security Plan in the asset neighbourhood

Ulse and Ulri Financial Security PlanUlse and Ulri Financial Secu…$64MRouteone 401(k) Plan$64MCielo, Inc. 401(k) Plan$64MAopa Employees' 401(k) Retirement PlanAopa Employees' 401(k) Retir…$64MKind, Inc. Retirement Savings PlanKind, Inc. Retirement Saving…$64M
End-of-year total assets ($M) among Ulse and Ulri Financial Security Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$64M
Net Income$12M
Employer EIN301211139
Plan Effective Date2022-10-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Ulse Inc.)

Sponsor-wide plan assets over time

All Ulse Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 75.28667416353724% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $36.2M $63.5M ▲ +75.3%
Year Plans Participants Total Assets
2022 1 196 $36M
2023 1 199 $52M
2024 1 376 $64M

Nearby 401(k) Plans in Illinois

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

Ulse and Ulri Financial Security Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Ulse and Ulri Financial Security Plan, Total assets ($B): 0.063516115 · Participants: 376Ulse and Ulri Financial Security PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Ulse and Ulri Financial Security Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Ulse and Ulri Financial Security Plan side-by-side with 3 peers →

Ulse and Ulri Financial Security Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Routeone 401(k) Plan in MI ($64M); by covered participants it is Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan in MN (376 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($64M here).

Similar participant headcount

Nearest other-state filings by covered participants (376 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 Ulse and Ulri Financial Security Plan assets move in 2024? ▼
Ulse and Ulri Financial Security Plan grew sharply - up 22.9% during 2024, from $52M to $64M. Reported net income was $12M.
How have Ulse Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ulse Inc.'s sponsor-wide assets grew 75.3%, from $36M to $64M.
Where does Ulse and Ulri Financial Security Plan rank by assets among Form 5500 filers? ▼
Ulse and Ulri Financial Security Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ulse and Ulri Financial Security Plan? ▼
Among 401(k) plans in other states, the closest by assets is Routeone 401(k) Plan in MI ($64M, 392 participants).
Which 401(k) plans cover a similar participant headcount to Ulse and Ulri Financial Security Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan in MN (376 participants, $72M 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 301211139.

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.