401(k) · DOL Form 5500 · 2022
Ubeo West Region LLC 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 419
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $45,788
- Avg per participant Low balance/head
Official DOL plan name: Ubeo West Region 401(k) Profit Sharing Plan · Sponsored by Ubeo West Region LLC · California · Professional & Technical Services
$19M in assets, 419 participants
Ubeo West Region LLC's Ubeo West Region 401(k) Profit Sharing Plan reported $19M in total assets and 419 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #16,571 in Professional & Technical Services (21,562 peers)
Where Ubeo West Region 401(k) Profit Sharing Plan sits by assets
Ubeo West Region 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $19M for 419 participants (~$45,788/participant), down 16.0% in 2022.
- #16,571
- in Professional & Technical Services (21,562 peers)
- -16.0%
- 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.
Ubeo West Region 401(k) Profit Sharing Plan's outsized position by total assets
Ubeo West Region 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,185,042 Top 23% higher than 77% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ubeo West Region 401(k) Profit Sharing 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. Ubeo West Region 401(k) Profit Sharing Plan sits mid-pack in the medium band (419 participants).
EBSA filing schedule strip
Filing strip 941461160 · Ubeo West Region LLC PY 2022 · 401(k)
Ubeo West Region 401(k) Profit Sharing Plan · $19M · 419 · 77th
- BOY $19M
- SCH 419
- EBSA 77th
- PART 401(k)
- TYPE near Cheyenne 401(k) Plan
- NET ind #16571
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 Professional & Technical Services retirement plans → · Plans in California →
Ubeo West Region 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$4M |
| Employer EIN | 941461160 |
| Plan Effective Date | 1968-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ubeo West Region LLC)
Sponsor-wide plan assets over time
All Ubeo West Region LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $523K 97.27583082695362% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 419 | $19M |
| 2023 | 1 | 398 | $25M |
| 2024 | 1 | 461 | $523K |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Ubeo West Region 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Cheyenne 401(k) Plan in OK ($19M); by covered participants it is Electro-Mechanical Retirement Plan in VA (419 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Cheyenne 401(k) Plan (OK) $19M · 88
- Abc Technologies Retirement Savings Plan () $19M · 1,520
- Communication Federal Credit Union 401(k) Plan (OK) $19M · 232
- Hammes Company LLC 401(k) Savings Plan (WI) $19M · 117
Similar participant headcount
Nearest other-state filings by covered participants (419 participants); asset peers above are excluded.
- Electro-Mechanical Retirement Plan (VA) 419 · 0 off
- Sunflower Electric Power Corporation 401(k) Plan (KS) 419 · 0 off
- Mpowerhealth 401(k) Plan (TX) 419 · 0 off
- Liggett Vector Brands Savings Plan (NC) 419 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.