ESOP · DOL Form 5500 · 2022
Ufics, Inc. ESOP
Data updated 2026-08-25
- $172K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $57,326
- Avg per participant Low balance/head
Official DOL plan name: Ufics Retirement Plan Trust · Sponsored by Ufics, Inc. · Oregon · Real Estate
$172K in assets, 3 participants
Ufics, Inc.'s Ufics Retirement Plan Trust reported $172K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.
- #723 in Real Estate (5,057 peers)
2022 asset change
Ufics Retirement Plan Trust contracted severely 45.0% in 2022 ($313K → $172K) for 3 participants.
- #723
- in Real Estate (5,057 peers)
- -45.0%
- assets change YoY
The plan reported a net loss of $141K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ufics Retirement Plan Trust among the smaller filed plans by assets
Ufics Retirement Plan Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$171,979 9th percentile higher than 9% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ufics Retirement Plan Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ufics Retirement Plan Trust is a micro filing (3 participants), the leftmost band.
DOL schedule card
Filing strip 270906127 · Ufics, Inc. PY 2022 · ESOP
Ufics Retirement Plan Trust · $172K · 3 · 9th
- 5500 $172K
- ASSETS 3
- PCT 9th
- EIN ESOP
- RANK near Xl Industrial Services, Inc. Employee Stock Ownership Plan
- PHOTO ind #723
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 Oregon →
Ufics Retirement Plan Trust in the asset neighbourhood
Ufics, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Ufics, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $178K 3.557411079259677% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $172K |
| 2023 | 1 | 2 | $177K |
| 2024 | 1 | 2 | $178K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $313K |
|---|---|
| Net Assets (End of Year) | $172K |
| Net Income | -$141K |
| Employer EIN | 270906127 |
| Plan Effective Date | 2009-09-03 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Oregon
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Bi-Mart Corporation Employee Stock Ownership Plan $259M · 1,947
- Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan $222M · 561
- Pacific Industrial Corp. Employee Stock Ownership Plan $127M · 57
- Key Knife, Inc. Employee Stock Ownership Plan $112M · 68
- Northwest Pump & Equipment Co. Employee Stock Ownership Plan $85M · 204
Ufics Retirement Plan Trust's out-of-state ESOP peers by assets and headcount
Outside Oregon, the nearest ESOP by assets is Xl Industrial Services, Inc. Employee Stock Ownership Plan in IN ($172K); by covered participants it is Holman Aviation Company Employee Stock Ownership Plan in MT (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($172K here).
- Xl Industrial Services, Inc. Employee Stock Ownership Plan (IN) $172K · 46
- Alaska Litho, Inc Employee Stock Ownership Plan (AK) $171K · 11
- Marine Gears, Inc. Marine Gears Employee Stock Ownership Plan (MS) $170K · 17
- Tag Management, Inc. Employee Stock Ownership Plan and Trust Agreement (CA) $174K · 4
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.