Other · DOL Form 5500 · 2022

Ub Foundation Activities, Inc Retirement Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
584
Participants Below avg headcount
92nd
Percentile by assets National rank
$159,030
Avg per participant Above avg balance/head
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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.

  • #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.

#3,470
in Educational Services (4,024 peers)
-17.0%
assets change YoY
0.9×
vs typical plan assets (national mean)

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's outsized position by total assets

Ub Foundation Activities, Inc Retirement Plan vs every filed plan by assets

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

$92,873,297 Top 8% higher than 92% 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 Foundation Activities, Inc Retirement Plan 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. Ub Foundation Activities, Inc Retirement Plan sits mid-pack in the medium band (584 participants).

Form 5500 schedule snapshot

Filing strip 161372561 · Ub Foundation Activities, Inc PY 2022 · Other

Ub Foundation Activities, Inc Retirement Plan · $93M · 584 · 92nd

  • ASSETS $93M
  • ASSETS 584
  • ASSETS 92nd
  • ASSETS Other
  • ASSETS near Texas Association of School Boards, Inc. Retirement Plan
  • ASSETS ind #3470

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 Educational Services retirement plans → · Plans in New York →

Ub Foundation Activities, Inc Retirement Plan in the asset neighbourhood

Brunswick School Defined Contribution Retirement PlanBrunswick School Defined Con…$93MUb Foundation Activities, Inc Retirement PlanUb Foundation Activities, In…$93MTexas Association of School Boards, Inc. Retirement PlanTexas Association of School …$93MCenterstone of America, Inc. 403(b) Retirement PlanCenterstone of America, Inc.…$93MSauk Prairie Healthcare, Inc. Tax Deferred Annuity PlanSauk Prairie Healthcare, Inc…$93M
End-of-year total assets ($M) among Ub Foundation Activities, Inc Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$93M
Net Income-$19M
Employer EIN161372561
Plan Effective Date1962-06-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Ub Foundation Activities, Inc)

Sponsor-wide plan assets over time

All Ub Foundation Activities, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$115M 23.38766868586565% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $92.9M $115M ▲ +23.4%
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 Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Ub Foundation Activities, Inc Retirement Plan, Total assets ($B): 0.092873297 · Participants: 584Ub Foundation Activities, Inc Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Ub Foundation Activities, Inc Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Ub Foundation Activities, Inc Retirement Plan side-by-side with 3 peers →

Ub Foundation Activities, Inc Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Texas Association of School Boards, Inc. Retirement Plan in TX ($93M); by covered participants it is Seattle Symphony Savings Plan in WA (584 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (584 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 Foundation Activities, Inc Retirement Plan assets move in 2022? ▼
Ub Foundation Activities, Inc Retirement Plan declined sharply - down 17.0% during 2022, from $112M to $93M. Reported net income was -$19M.
How have Ub Foundation Activities, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ub Foundation Activities, Inc's sponsor-wide assets grew 23.4%, from $93M to $115M.
Where does Ub Foundation Activities, Inc Retirement Plan rank by assets among Form 5500 filers? ▼
Ub Foundation Activities, Inc Retirement Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Ub Foundation Activities, Inc Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Texas Association of School Boards, Inc. Retirement Plan in TX ($93M, 467 participants).
Which Other plans cover a similar participant headcount to Ub Foundation Activities, Inc Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Seattle Symphony Savings Plan in WA (584 participants, $37M 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 161372561.

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.