Retirement plan

URSCHEL LABORATORIES EMPLOYEE STOCK OWNERSHIP PLAN

Name: URSCHEL LABORATORIES, INC. - URSCHEL LABORATORIES EMPLOYEE STOCK OWNERSHIP PLAN (2017) Form 5500
Creator: URSCHEL LABORATORIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, URSCHEL LABORATORIES EMPLOYEE STOCK OWNERSHIP PLAN, URSCHEL LABORATORIES, INC.

URSCHEL LABORATORIES, INC.EIN 35-0726105Plan #003PY 2017

1200 CUTTING EDGE DRIVE - CHESTERTON, IN 46304219-464-4811LinkedIn51-200 employeesmachinery

Other plans on this EIN

2 filings

#002Retirement-$106.5M assets #001Retirement-$28.5M assets

Prospect flagsHigh assets / participant

Top hat statement on fileNQDC

Filed January 30, 2026

Plan administrator

Plan administrator name— Sign in and upgrade to view

1200 Cutting Edge Drive

Chesterton, IN 46304

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Plans declared (1)

Urschel Laboratories, Inc. NQDC Plan12 emp

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Total assets (EOY)

$174.4M

-43.8% from 2017

Total participants

406

-4.9% from 2017

Average account balance

$439,352

-41.3% from 2017

Annual return

73.21%

-120.98 pp from 2017

Benchmarks

See 2,359 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,359 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$432.44M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$860K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

503

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

99.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11.42M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.48%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2A2I2P2Q3H3I

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: EIDE BAILLY LLP
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$439,352

$69,305+533.9%

$82,312+433.8%

$69,634+530.9%

Participation rate

97.7%

80.3%+17.5pp

76.9%+20.8pp

70.7%+27.0pp

Annual return

73.21%

21.47%+51.7pp

25.88%+47.3pp

27572.26%-27499.0pp

Employer contribution / active EE

$11,802

$1,887+525.6%

$2,428+386.0%

$2,032+480.8%

Participant deferral / active EE

$3,568-100.0%

$3,706-100.0%

$3,224-100.0%

Admin fee / account holder

$97-100.0%

$5,608-100.0%

$110-100.0%

URSCHEL LABORATORIES EMPLOYEE STOCK OWNERSHIP PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

URSCHEL LABORATORIES EMPLOYEE STOCK OWNERSHIP PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion