ESOP · DOL Form 5500 · 2024

Ultara Holdings, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
69
Participants Small participant base
55th
Percentile by assets National rank
$136,942
Avg per participant Near avg balance/head
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Official DOL plan name: Ultara Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Ultara Holdings, Inc. · Texas · Retail Trade

$9M in assets, 69 participants

Ultara Holdings, Inc.'s Ultara Holdings, Inc. Employee Stock Ownership Plan reported $9M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,234 in Retail Trade (8,048 peers)

Ultara Holdings, Inc. multi-year trail

Ultara Holdings, Inc.'s plans moved -50.3% in assets from 2022 to 2024; this filing shows Ultara Holdings, Inc. Employee Stock Ownership Plan at $9M / 69 participants.

#5,234
in Retail Trade (8,048 peers)
+1.0%
assets growth YoY

Ultara Holdings, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Ultara Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,448,999 Top 45% higher than 55% 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

Ultara Holdings, Inc. Employee Stock Ownership 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. Ultara Holdings, Inc. Employee Stock Ownership Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ultara Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2023 filing to $942K in the plan year 2024 filing.
  • Ultara Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 67 in the plan year 2023 filing to 69 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 200129314 · Ultara Holdings, Inc. PY 2024 · ESOP

Ultara Holdings, Inc. Employee Stock Ownership Plan · $9M · 69 · 55th

  • BOOK $9M
  • BOOK 69
  • BOOK 55th
  • BOOK ESOP
  • BOOK near Branchpattern, Inc. Employee Stock Ownership Plan
  • BOOK ind #5234

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 What is an ESOP? → · Plans in Texas →

Ultara Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Branchpattern, Inc. Employee Stock Ownership PlanBranchpattern, Inc. Employee…$9MUltara Holdings, Inc. Employee Stock Ownership PlanUltara Holdings, Inc. Employ…$9MGenetics & Ivf Institute Employee Stock Ownership PlanGenetics & Ivf Institute Emp…$9MFiore & Sons, Inc. Employee Stock Ownership PlanFiore & Sons, Inc. Employee …$9MNatural Beauty Growers Employee Stock Ownership PlanNatural Beauty Growers Emplo…$9M
End-of-year total assets ($M) among Ultara Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Ultara Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ultara Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 50.34049793523347% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $19M $9.45M ▼ -50.3%
Year Plans Participants Total Assets
2022 2 78 $19M
2023 1 67 $9M
2024 1 69 $9M

Ultara Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)-$36M
Net Income$942K
Employer EIN200129314
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

Peer ESOP plans, same state, same plan type, ranked by total assets.

Ultara Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Ultara Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.009448999 · Participants: 69Ultara Holdings, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Ultara Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Ultara Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Ultara Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Branchpattern, Inc. Employee Stock Ownership Plan in NE ($9M); by covered participants it is R. C. Lurie Company, Inc. Employee Stock Ownership Plan in AZ (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Ultara Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Ultara Holdings, Inc. Employee Stock Ownership Plan held essentially flat - up 1.0% during 2024, from $9M to $9M. Reported net income was $942K.
How have Ultara Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ultara Holdings, Inc.'s sponsor-wide assets declined 50.3%, from $19M to $9M.
Which ESOP plans are similar in size to Ultara Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Branchpattern, Inc. Employee Stock Ownership Plan in NE ($9M, 104 participants).
Which ESOP plans cover a similar participant headcount to Ultara Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is R. C. Lurie Company, Inc. Employee Stock Ownership Plan in AZ (69 participants, $103M 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 200129314.

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.