Other · DOL Form 5500 · 2022
Ub Foundation Activities, Inc Retirement Plan
Data updated 2026-08-11
- $93M
- Total assets
- 584
- Participants
- 92nd
- Percentile by assets
- $159,030
- Avg per participant
Official DOL plan name: Ub Foundation Activities, Inc Retirement Plan · Sponsored by Ub Foundation Activities, Inc · New York · Educational Services
$93M in assets, 584 participants
Ub Foundation Activities, Inc's Ub Foundation Activities, Inc Retirement Plan reported $93M in total assets and 584 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #3,470 in Educational Services (4,024 peers)
Where Ub Foundation Activities, Inc Retirement Plan sits by assets
Ub Foundation Activities, Inc Retirement Plan sits in the top 10% of all filed plans by assets, $93M for 584 participants (~$159,030/participant), down 17.0% in 2022.
- $93M
- total plan assets (2022 EOY)
- 584
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $159,030
- avg assets per participant
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ub Foundation Activities, Inc Retirement Plan vs the 2022 asset distribution
By assets, Ub Foundation Activities, Inc Retirement Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $112M |
|---|---|
| Net Assets (End of Year) | $93M |
| Net Income | -$19M |
| Employer EIN | 161372561 |
| Plan Effective Date | 1962-06-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ub Foundation Activities, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 584 | $93M |
| 2023 | 1 | 408 | $105M |
| 2024 | 1 | 430 | $115M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
Ub Foundation Activities, Inc Retirement Plan vs. nearby Other plans in New York, assets vs. participants
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Similar-Sized Other Plans Nationally
Other plans in other states closest to Ub Foundation Activities, Inc Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Ub Foundation Activities, Inc Retirement Plan assets move in 2022? ▼
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Next read for Ub Foundation Activities, Inc Retirement…
Scale reading
Ways to act on Ub Foundation Activities, Inc Retirement Plan's numbers.
- By total assets, Ub Foundation Activities, Inc Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Ub Foundation Activities, Inc's sponsor-wide assets have grown 23.4% since 2022 across 3 plan years on file. More Educational Services plans