401(k) · DOL Form 5500 · 2022
Ubeo, LLC 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 429
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $71,104
- Avg per participant Below avg balance/head
Official DOL plan name: Ubeo LLC 401(k) Retirement Plan · Sponsored by Ubeo, LLC · Texas · Retail Trade
$31M in assets, 429 participants
Ubeo, LLC's Ubeo LLC 401(k) Retirement Plan reported $31M in total assets and 429 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #8,622 in Retail Trade (9,519 peers)
Where Ubeo LLC 401(k) Retirement Plan sits by assets
Ubeo LLC 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 429 participants (~$71,104/participant), up 31.7% in 2022.
- #8,622
- in Retail Trade (9,519 peers)
- +31.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Ubeo LLC 401(k) Retirement Plan's outsized position by total assets
Ubeo LLC 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$30,503,496 Top 17% higher than 83% 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 LLC 401(k) 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. Ubeo LLC 401(k) Retirement Plan sits mid-pack in the medium band (429 participants).
DOL schedule card
Filing strip 815293028 · Ubeo, LLC PY 2022 · 401(k)
Ubeo LLC 401(k) Retirement Plan · $31M · 429 · 83rd
- PART $31M
- PART 429
- PART 83rd
- PART 401(k)
- PART near Nu-Calgon Wholesaler, Inc. 401(k) Plan
- PART ind #8622
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 Retail Trade retirement plans → · Plans in Texas →
Ubeo LLC 401(k) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $7M |
| Employer EIN | 815293028 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ubeo, LLC)
Sponsor-wide plan assets over time
All Ubeo, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $79M 159.1828392391482% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 429 | $31M |
| 2023 | 1 | 745 | $40M |
| 2024 | 1 | 859 | $79M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Ubeo LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Nu-Calgon Wholesaler, Inc. 401(k) Plan in MO ($31M); by covered participants it is Magnate Holdings, LLC 401(k) Plan in OR (429 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (429 participants); asset peers above are excluded.
- Magnate Holdings, LLC 401(k) Plan (OR) 429 · 0 off
- First Bank and Trust Company Employee Stock Ownership and Savings Plan (VA) 429 · 0 off
- True Religion Apparel, Inc. 401(k) Plan (CA) 429 · 0 off
- Hickingbotham Group 401(k) Plan (AR) 429 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.