Defined Benefit (Pension) · DOL Form 5500 · 2024
Ul LLC Pension Plan
Data updated 2026-08-25
- $262M
- Total assets Near avg plan size
- 739
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $354,157
- Avg per participant High balance/head
Official DOL plan name: The Retirement Income Plan for Employees of Ul LLC · Sponsored by Ul LLC · Illinois · Professional & Technical Services
$262M in assets, 739 participants
Ul LLC's The Retirement Income Plan for Employees of Ul LLC reported $262M in total assets and 739 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #19,448 in Professional & Technical Services (20,173 peers)
Where The Retirement Income Plan for Employees of Ul LLC sits by assets
The Retirement Income Plan for Employees of Ul LLC sits in the top 5% of all filed plans by assets, $262M for 739 participants (~$354,157/participant), up 21.2% in 2024.
- #19,448
- in Professional & Technical Services (20,173 peers)
- +21.2%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
The Retirement Income Plan for Employees of Ul LLC's outsized position by total assets
The Retirement Income Plan for Employees of Ul LLC vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$261,722,000 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Retirement Income Plan for Employees of Ul LLC 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. The Retirement Income Plan for Employees of Ul LLC sits mid-pack in the medium band (739 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Retirement Income Plan for Employees of Ul LLC reported net income rose from $4M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- The Retirement Income Plan for Employees of Ul LLC end-of-year assets rose from $216M in the plan year 2023 filing to $262M in the plan year 2024 filing.
- The Retirement Income Plan for Employees of Ul LLC reported participants fell from 783 in the plan year 2023 filing to 739 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 943282454 · Ul LLC PY 2024 · Defined Benefit (Pension)
The Retirement Income Plan for Employees of Ul LLC · $262M · 739 · 95th
- EBSA $262M
- PART 739
- TYPE 95th
- NET Defined Benefit (Pension)
- BOOK near Springleaf Financial Services Retirement Plan
- VS-ST ind #19448
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 →
The Retirement Income Plan for Employees of Ul LLC in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $216M |
|---|---|
| Net Assets (End of Year) | $262M |
| Net Income | $46M |
| Employer EIN | 943282454 |
| Plan Effective Date | 1936-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ul LLC)
Sponsor-wide plan assets over time
All Ul LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.2B 33.854341436319636% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,496 | $1.7B |
| 2023 | 2 | 6,453 | $1.9B |
| 2024 | 2 | 6,123 | $2.2B |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
The Retirement Income Plan for Employees of Ul LLC's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Springleaf Financial Services Retirement Plan in IN ($262M); by covered participants it is Mo-Kan Iron Workers Pension Fund in MO (739 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($262M here).
- Springleaf Financial Services Retirement Plan (IN) $262M · 1,019
- Deaconess Health System, Inc. Retirement Plan (IN) $262M · 1,598
- Jeld-Wen, Inc. Restated Pension Plan (NC) $262M · 862
- Emory Healthcare, Inc. Retirement Plan (GA) $261M · 3,235
Similar participant headcount
Nearest other-state filings by covered participants (739 participants); asset peers above are excluded.
- Mo-Kan Iron Workers Pension Fund (MO) 739 · 0 off
- Sparrow Health System Associate Pension Plan A2 (MI) 740 · 1 off
- Union Carbide Employees' Pension Plan (MI) 738 · 1 off
- Vulcan Materials Company Pension Plan (AL) 740 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.