401(k) · DOL Form 5500 · 2022
Ubs Ag 401(k) Plan
Data updated 2026-08-06
- $7.4B
- Total assets
- 21,046
- Participants
- 100th
- Percentile by assets
- $353,682
- Avg per participant
Official DOL plan name: Ubs 401(k) Plan Trust · Sponsored by Ubs Ag · New Jersey · Finance & Insurance
$7.4B in assets, 21,046 participants
Ubs Ag's Ubs 401(k) Plan Trust reported $7.4B in total assets and 21,046 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 139,258 plans)
- #9,240 in Finance & Insurance (9,267 peers)
Coverage in New Jersey
Ubs 401(k) Plan Trust covers 21,046 participants in New Jersey, 24x the typical New Jersey plan (state average ~865 per filing). Assets: $7.4B.
- $7.4B
- total plan assets (2022 EOY)
- 21,046
- covered participants
- 100th
- percentile by assets (of 139,258 plans)
- $353,682
- avg assets per participant
The plan reported a net loss of $1.5B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 865 participants across 3,927 plans. Ubs 401(k) Plan Trust reports 21,046 participants - 24x that state average ($7.4B EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $8.9B |
|---|---|
| Net Assets (End of Year) | $7.4B |
| Net Income | -$1.5B |
| Employer EIN | 980186363 |
| Plan Effective Date | 1983-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ubs Ag)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 21,378 | $7.8B |
| 2023 | 2 | 21,878 | $9.4B |
| 2024 | 2 | 21,623 | $10.6B |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Ubs 401(k) Plan Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Scale composition for Ubs 401(k) Plan Trust
Ubs 401(k) Plan Trust reports $7.4B in end-of-year assets across 21,046 participants (0.064% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.023% of 89,805,449 covered participants) - about $353,682 per participant (2.6x the national average assets-per-participant) . Net income for plan year 2022 was -$1.5B.
This plan identity (EIN 980186363, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $7.4B to $10.2B (+37.1%) while covered participants moved from 21,046 to 21,350 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 21,046 | $7.4B | This page |
| 2023 | 21,579 | $9.0B | Open filing |
| 2024 · index core | 21,350 | $10.2B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Ubs 401(k) Plan Trust (401(k), $10.2B, 21,350 participants)
- Ubs Pension Plan (Defined Benefit (Pension), $380M, 273 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ubs 401(k) Plan Trust by total assets, not by location.
- Hewlett Packard Enterprise 401(k)Plan (TX) $7.4B · 15,255
- United Airlines 401(k) Savings Plan (IL) $7.4B · 46,613
- Advocate Aurora Health 401(k) Plan (IL) $7.5B · 73,838
- Lowes 401(k) Plan (NC) $7.4B · 284,864
Frequently Asked Questions
How did Ubs 401(k) Plan Trust assets move in 2022? ▼
How have Ubs Ag plan assets changed over time? ▼
Where does Ubs 401(k) Plan Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Ubs 401(k) Plan Trust? ▼
Next read for Ubs 401(k) Plan Trust
Filing takeaways
Ways to act on Ubs 401(k) Plan Trust's numbers.
- By total assets, Ubs 401(k) Plan Trust ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Ubs Ag's sponsor-wide assets have grown 35.1% since 2022 across 3 plan years on file. More Finance & Insurance plans