Plan Ledger DOL Form 5500 · updated monthly

Uline, Inc.401(k)

ULINE, INC. PROFIT SHARING PLAN AND TRUST · PLEASANT PRAIRIE, WI · plan year 2024

Reported admin expense ratio · 2024
0.06%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Uline, Inc. reported $526,689 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $4,983 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.07% to 0.06%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other wholesale trade employers. By assets it is the 35th-largest of 1,936 plans among Wisconsin employers on file, and the 53rd of 4,246 in wholesale trade. In 2024, employees put in $1.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$968,278,425
Participants with balances9,677
Active participants8,509
Employer contributions$42,401,030
Employee contributions$60,660,995
Employer contribution per active participant$4,983
Average account balance$100,060
Benefits paid to participants$45,662,574
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$968.3M · 9,677 accts · $42.4M emplr
2023$770.8M · 9,516 accts · $34.1M emplr
2022$590.8M · 9,115 accts · $31.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$526,689
Total administrative$526,689
The Uline, Inc. 401(k) match · 2024
Employer contribution per active participant$4,983
Median for plans this size$4,294
2024$4,983 per active participant
2023$4,124 per active participant
2022$3,968 per active participant

Uline, Inc.'s 2024 employer contribution ran above the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$526,688

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$526,689 · 0.06%
2023$533,928 · 0.08%
2022$452,838 · 0.07%
Same employer
Similar plansWholesale Trade · Wisconsin
Mercedes-Benz USA, LLC GA$1.1B · 0.10%
Owens & Minor, Inc. VA$993.5M · 0.15%
Rexel USA, Inc. TX$972.5M · 0.07%
Daiichi Sankyo, Inc. NJ$963.6M · 0.05%
Cemex, Inc. TX$942.3M · 0.11%
Bunzl USA, LLC MO$942.3M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363684738 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.