Department of Labor filing

ULTRA ELECTRONICS INC.

ULTRA ELECTRONICS INC. 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Jul 10, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

56filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$3,209

Reported employer contributions per active participant.

Higher than about 67% of comparable plans

#People in the filing

1,813

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$125 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 30% of comparable plans

↗Investment performance

Not available

Plan assets changed 3.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202456out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions67th percentileTypical peer $1,618 · based on 108 comparable plans

Lower reported administrative expense30th percentileTypical peer $78 · based on 113 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, ULTRA ELECTRONICS INC. reported $5,817,789 in employer contributions across the plan and 1,813 active participants. That works out to $3,209 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy67%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 9.9%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 8.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context56/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $5,817,789
Participant contributions: $13,952,894
Other contributions: $1,412,519
Employer share of reported contributions: 29.4%
Beginning assets: $286,379,155
Ending assets: $296,741,206
Ending net assets: $296,741,206
Ending liabilities: $0
Total income: $58,291,576
Total expenses: $43,233,678
Administrative expenses: $323,707
Participant loans: $2,727,503

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$3,560

2023

$4,026

2024

$3,209

Plan-paid administrative expenses per participant

2022

$135

2023

$189

2024

$125

Active participants

2022

1,921

2023

1,731

2024

1,813

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,209	1,813	296.7M	20250710115213NAL0009126288001
2023	$4,026	1,731	286.4M	20240911071555NAL0003507731001
2022	$3,560	1,921	274.9M	20231002105749NAL0017096673001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.9%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 061506005-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 25, 1996
Industry: Other services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2F2G2J2K2R2S2T2E3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250710115213NAL0009126288001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗