401(k) · DOL Form 5500 · 2022

Ub Family Medicine Inc 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
94
Participants Small participant base
75th
Percentile by assets National rank
$185,303
Avg per participant Above avg balance/head
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Official DOL plan name: Ub Family Medicine Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Ub Family Medicine Inc · New York · Healthcare & Social Assistance

$17M in assets, 94 participants

Ub Family Medicine Inc's Ub Family Medicine Inc 401(k) Profit Sharing Plan & Trust reported $17M in total assets and 94 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,900 in Healthcare & Social Assistance (20,060 peers)

Where Ub Family Medicine Inc 401(k) Profit Sharing Plan & Trust sits by assets

Ub Family Medicine Inc 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $17M for 94 participants (~$185,303/participant), down 21.6% in 2022.

#15,900
in Healthcare & Social Assistance (20,060 peers)
-21.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ub Family Medicine Inc 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Ub Family Medicine Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$17,418,473 Top 25% higher than 75% 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

Ub Family Medicine Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ub Family Medicine Inc 401(k) Profit Sharing Plan & Trust is a small filing (94 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 161280696 · Ub Family Medicine Inc PY 2022 · 401(k)

Ub Family Medicine Inc 401(k) Profit Sharing Plan & Trust · $17M · 94 · 75th

  • VS-ST $17M
  • VS-ST 94
  • VS-ST 75th
  • VS-ST 401(k)
  • VS-ST near At&f 401(k) Plan
  • VS-ST ind #15900

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Ub Family Medicine Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Ub Family Medicine Inc 401(k) Profit Sharing Plan & TrustUb Family Medicine Inc 401(k…$17MAt&f 401(k) Plan$17MDirect Technology 401(k) Profit Sharing PlanDirect Technology 401(k) Pro…$17MCarparts.Com, Inc. 401(k) PlanCarparts.Com, Inc. 401(k) Pl…$17MValluzzo Companies, LLC 401(k) Retirement PlanValluzzo Companies, LLC 401(…$17M
End-of-year total assets ($M) among Ub Family Medicine Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$17M
Net Income-$5M
Employer EIN161280696
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ub Family Medicine Inc)

Sponsor-wide plan assets over time

All Ub Family Medicine Inc plans reported in each filing year

Latest sponsor-wide plan assets
$22M 26.196934714081998% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.4M $22M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 94 $17M
2023 1 88 $19M
2024 1 92 $22M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ub Family Medicine Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ub Family Medicine Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.017418473 · Participants: 94Ub Family Medicine Inc 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Ub Family Medicine Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ub Family Medicine Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Ub Family Medicine Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is At&f 401(k) Plan in OH ($17M); by covered participants it is Coforge Bpm, Inc. 401(k) Plan in ID (94 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Ub Family Medicine Inc 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Ub Family Medicine Inc 401(k) Profit Sharing Plan & Trust declined sharply - down 21.6% during 2022, from $22M to $17M. Reported net income was -$5M.
How have Ub Family Medicine Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ub Family Medicine Inc's sponsor-wide assets grew 26.2%, from $17M to $22M.
Where does Ub Family Medicine Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Ub Family Medicine Inc 401(k) Profit Sharing Plan & Trust ranks in the 75th 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 401(k) plans are similar in size to Ub Family Medicine Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is At&f 401(k) Plan in OH ($17M, 241 participants).
Which 401(k) plans cover a similar participant headcount to Ub Family Medicine Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Coforge Bpm, Inc. 401(k) Plan in ID (94 participants, N/A 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 161280696.

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.