Defined Benefit (Pension) · DOL Form 5500 · 2022
The University Financing Foundation, Inc. Pension Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $493,221
- Avg per participant High balance/head
Official DOL plan name: The University Financing Foundation, Inc. Cash Balance Plan · Sponsored by The University Financing Foundation, Inc. · Georgia · Other Services
$5M in assets, 11 participants
The University Financing Foundation, Inc.'s The University Financing Foundation, Inc. Cash Balance Plan reported $5M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #5,950 in Other Services (8,398 peers)
The University Financing Foundation, Inc. multi-year trail
The University Financing Foundation, Inc.'s plans moved +37.6% in assets from 2022 to 2024; this filing shows The University Financing Foundation, Inc. Cash Balance Plan at $5M / 11 participants.
- #5,950
- in Other Services (8,398 peers)
- -9.5%
- assets change YoY
The plan reported a net loss of $570K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The University Financing Foundation, Inc. Cash Balance Plan's mid-pack asset rank among Other Services and all filers
The University Financing Foundation, Inc. Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,425,430 Top 48% higher than 52% 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
The University Financing Foundation, Inc. Cash Balance Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The University Financing Foundation, Inc. Cash Balance Plan is a small filing (11 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 581505902 · The University Financing Foundation, Inc. PY 2022 · Defined Benefit (Pension)
The University Financing Foundation, Inc. Cash Balance Plan · $5M · 11 · 52nd
- VS-ST $5M
- BOY 11
- SCH 52nd
- EBSA Defined Benefit (Pension)
- PART near Morrell Enterprises, Inc. Defined Benefit Pension Plan
- TYPE ind #5950
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 Other Services retirement plans → · Plans in Georgia →
The University Financing Foundation, Inc. Cash Balance Plan in the asset neighbourhood
The University Financing Foundation, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The University Financing Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 37.55433209902257% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $5M |
| 2023 | 1 | 13 | $7M |
| 2024 | 1 | 12 | $7M |
The University Financing Foundation, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$570K |
| Employer EIN | 581505902 |
| Plan Effective Date | 2002-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Georgia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- UPS Retirement Plan $22.0B · 52,821
- The Southern Company Pension Plan $14.8B · 25,663
- UPS/Ibt Full-Time Employee Pension Plan $11.9B · 68,592
- UPS Pension Plan $9.6B · 151,682
- Delta Retirement Plan $7.4B · 15,951
The University Financing Foundation, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Georgia, the nearest Defined Benefit (Pension) by assets is Morrell Enterprises, Inc. Defined Benefit Pension Plan in NY ($5M); by covered participants it is Javid, LLC Defined Benefit Pension Plan in AZ (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 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.