Profit Sharing · DOL Form 5500 · 2022
Universal Bearings LLC Profit Sharing Plan
Data updated 2026-08-11
- $22M
- Total assets
- 269
- Participants
- 79th
- Percentile by assets
- $82,604
- Avg per participant
Official DOL plan name: Universal Bearings LLC Profit Sharing Plan and Trust · Sponsored by Universal Bearings LLC · Indiana · Manufacturing
$22M in assets, 269 participants
Universal Bearings LLC's Universal Bearings LLC Profit Sharing Plan and Trust reported $22M in total assets and 269 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.
- 79th percentile by assets (of 139,126 plans)
- #14,454 in Manufacturing (20,602 peers)
Coverage in Indiana
Universal Bearings LLC Profit Sharing Plan and Trust covers 269 participants in Indiana, about 50% of the average Indiana filer (state average ~541 per filing). Assets: $22M.
- $22M
- total plan assets (2022 EOY)
- 269
- covered participants
- 79th
- percentile by assets (of 139,126 plans)
- $82,604
- avg assets per participant
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Universal Bearings LLC Profit Sharing Plan and Trust reports 269 participants - about 50% of that state average ($22M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$4M |
| Employer EIN | 260762205 |
| Plan Effective Date | 1968-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Universal Bearings LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 269 | $22M |
| 2023 | 1 | 283 | $25M |
| 2024 | 1 | 296 | $26M |
Nearby Profit Sharing Plans in Indiana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Universal Bearings LLC Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Indiana, assets vs. participants
- University of Notre Dame 403(b) Retirement Plan $2.1B · 9,221
- Indiana State Council of Plasterers & Cement Masons Pension Fund $290M · 1,035
- I.B.E.W. Local Union 481 Defined Contribution Plan $246M · 2,730
- Cfni Retirement Plan $173M · 6,104
- Bricklayers of Indiana Retirement Plan $146M · 1,064
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Universal Bearings LLC Profit Sharing Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Universal Bearings LLC Profit Sharing Plan and Trust's numbers.
- By total assets, Universal Bearings LLC Profit Sharing Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Indiana. Compare plans
- Universal Bearings LLC's sponsor-wide assets have grown 15.5% since 2022 across 3 plan years on file. More Manufacturing plans