401(k) · DOL Form 5500 · 2024

Urell, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
73
Participants Small participant base
71st
Percentile by assets National rank
$279,174
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Urell, Inc. 401(k) Plan · Sponsored by Urell, Inc. · Massachusetts · Wholesale Trade

$20M in assets, 73 participants

Urell, Inc.'s Urell, Inc. 401(k) Plan reported $20M in total assets and 73 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,064 in Wholesale Trade (6,080 peers)

Urell, Inc. multi-year trail

Urell, Inc.'s plans moved +40.0% in assets from 2022 to 2024; this filing shows Urell, Inc. 401(k) Plan at $20M / 73 participants.

#4,064
in Wholesale Trade (6,080 peers)
+18.6%
assets growth YoY

Urell, Inc. 401(k) Plan's outsized position by total assets

Urell, Inc. 401(k) Plan vs every filed plan by assets

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

$20,379,695 Top 29% higher than 71% 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

Urell, Inc. 401(k) 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. Urell, Inc. 401(k) Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Urell, Inc. 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Urell, Inc. 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 042284397 · Urell, Inc. PY 2024 · 401(k)

Urell, Inc. 401(k) Plan · $20M · 73 · 71st

  • EBSA $20M
  • PART 73
  • TYPE 71st
  • NET 401(k)
  • BOOK near Stuart Kane LLP 401(k) Profit Sharing Plan
  • VS-ST ind #4064

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Urell, Inc. 401(k) Plan in the asset neighbourhood

Urell, Inc. 401(k) Plan$20MStuart Kane LLP 401(k) Profit Sharing PlanStuart Kane LLP 401(k) Profi…$20MThe Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$20MSecurity Bank Ksop & Trust$20MFarmers National Bank Employee Profit Sharing & 401(k) PlanFarmers National Bank Employ…$20M
End-of-year total assets ($M) among Urell, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Urell, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Urell, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 40.006184271505596% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.6M $20.4M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 73 $15M
2023 1 73 $17M
2024 1 73 $20M

Urell, Inc. filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN042284397
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Urell, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Urell, Inc. 401(k) Plan, Total assets ($B): 0.020379695 · Participants: 73Urell, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Urell, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Urell, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Stuart Kane LLP 401(k) Profit Sharing Plan in CA ($20M); by covered participants it is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Urell, Inc. 401(k) Plan assets move in 2024? ▼
Urell, Inc. 401(k) Plan grew sharply - up 18.6% during 2024, from $17M to $20M. Reported net income was $3M.
How have Urell, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Urell, Inc.'s sponsor-wide assets grew 40.0%, from $15M to $20M.
Which 401(k) plans are similar in size to Urell, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stuart Kane LLP 401(k) Profit Sharing Plan in CA ($20M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Urell, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants, $15M 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 042284397.

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.