Profit Sharing · DOL Form 5500 · 2022

Universal Bearings LLC Profit Sharing Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
269
Participants Below avg headcount
79th
Percentile by assets National rank
$82,604
Avg per participant Below avg balance/head
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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.

  • #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.

#14,454
in Manufacturing (20,602 peers)
-15.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Universal Bearings LLC Profit Sharing Plan and Trust's outsized position by total assets

Universal Bearings LLC Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$22,220,511 Top 21% higher than 79% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Universal Bearings LLC Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Universal Bearings LLC Profit Sharing Plan and Trust sits mid-pack in the medium band (269 participants).

DOL schedule card

Filing strip 260762205 · Universal Bearings LLC PY 2022 · Profit Sharing

Universal Bearings LLC Profit Sharing Plan and Trust · $22M · 269 · 79th

  • TYPE $22M
  • NET 269
  • BOOK 79th
  • VS-ST Profit Sharing
  • BOY near Construction and General Laborers Local 190 Annuity Plan
  • SCH ind #14454

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 Manufacturing retirement plans → · Plans in Indiana →

Universal Bearings LLC Profit Sharing Plan and Trust in the asset neighbourhood

Midwest Irrigation Company Profit Sharing PlanMidwest Irrigation Company P…$22MConstruction and General Laborers Local 190 Annuity PlanConstruction and General Lab…$22MUniversal Bearings LLC Profit Sharing Plan and TrustUniversal Bearings LLC Profi…$22MFrancis Realty Inc Profit Sharing PlanFrancis Realty Inc Profit Sh…$22MPleasantville Holding Company, Inc. Profit Sharing PlanPleasantville Holding Compan…$22M
End-of-year total assets ($M) among Universal Bearings LLC Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$22M
Net Income-$4M
Employer EIN260762205
Plan Effective Date1968-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Universal Bearings LLC)

Sponsor-wide plan assets over time

All Universal Bearings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 15.492091968542038% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $22.2M $25.7M ▲ +15.5%
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 Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.522.5 Total assets ($B) Participants Universal Bearings LLC Profit Sharing Plan and Trust, Total assets ($B): 0.022220511 · Participants: 269Universal Bearings LLC Profit Sharing Plan and TrustUniversity of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.065754511 · Participants: 9221University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Masons Pension Fund, Total assets ($B): 0.289783008 · Participants: 1035Indiana State Council of Plasterers & Cement Masons Pension FundI.B.E.W. Local Union 481 Defined Contribution Plan, Total assets ($B): 0.246324583 · Participants: 2730I.B.E.W. Local Union 481 Defined Contribution PlanCfni Retirement Plan, Total assets ($B): 0.173067443 · Participants: 6104Cfni Retirement PlanBricklayers of Indiana Retirement Plan, Total assets ($B): 0.14637494 · Participants: 1064Bricklayers of Indiana Retirement Plan
Universal Bearings LLC Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Indiana, assets vs. participants
Compare Universal Bearings LLC Profit Sharing Plan and Trust side-by-side with 3 peers →

Universal Bearings LLC Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Indiana, the nearest Profit Sharing by assets is Construction and General Laborers Local 190 Annuity Plan in NY ($22M); by covered participants it is Autogermana Bmw 1165(e) Savings Plan 1165(e) Savings Plan in PR (269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (269 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.

Frequently Asked Questions

How did Universal Bearings LLC Profit Sharing Plan and Trust assets move in 2022? ▼
Universal Bearings LLC Profit Sharing Plan and Trust declined sharply - down 15.2% during 2022, from $26M to $22M. Reported net income was -$4M.
How have Universal Bearings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Universal Bearings LLC's sponsor-wide assets grew 15.5%, from $22M to $26M.
Where does Universal Bearings LLC Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Universal Bearings LLC Profit Sharing Plan and Trust ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Universal Bearings LLC Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Construction and General Laborers Local 190 Annuity Plan in NY ($22M, 1,658 participants).
Which Profit Sharing plans cover a similar participant headcount to Universal Bearings LLC Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Autogermana Bmw 1165(e) Savings Plan 1165(e) Savings Plan in PR (269 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 260762205.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.