401(k) · DOL Form 5500 · 2022

Ubt Bankshares, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
89
Participants Small participant base
65th
Percentile by assets National rank
$110,727
Avg per participant Below avg balance/head
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Official DOL plan name: Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust · Sponsored by Ubt Bankshares, Inc. · Kansas · Management of Enterprises

$10M in assets, 89 participants

Ubt Bankshares, Inc.'s Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust reported $10M in total assets and 89 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #509 in Management of Enterprises (1,193 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust ranks #509 of 1,193 2022 filers by assets (3608% of the sector average)-$10M for 89 participants.

#509
in Management of Enterprises (1,193 peers)
-15.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust's mid-pack asset rank among Management of Enterprises and all filers

Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust vs every filed plan by assets

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

$9,854,678 Top 35% higher than 65% 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

Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust is a small filing (89 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 731684072 · Ubt Bankshares, Inc. PY 2022 · 401(k)

Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust · $10M · 89 · 65th

  • IND $10M
  • EOY 89
  • 5500 65th
  • ASSETS 401(k)
  • PCT near Hazen Memorial Hospital Association 401(k) Retirement Plan
  • EIN ind #509

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 Management of Enterprises retirement plans → · Plans in Kansas →

Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust in the asset neighbourhood

Standard International Management, LLC 401(k) PlanStandard International Manag…$10MUap 401(k) Plan & Trust$10MUbt Bancshares, Inc. Profit Sharing/401(k) Plan and TrustUbt Bancshares, Inc. Profit …$10MHazen Memorial Hospital Association 401(k) Retirement PlanHazen Memorial Hospital Asso…$10MDraco Spring Manufacturing Company Employees Savings and ReDraco Spring Manufacturing C…$10M
End-of-year total assets ($M) among Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN731684072
Plan Effective Date2004-02-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Ubt Bankshares, Inc.)

Sponsor-wide plan assets over time

All Ubt Bankshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 14.485590537989074% vs 2022
2024 filing year
$21M$22M$23M$24M$25M$26M 202220232024 $22.1M $25.4M ▲ +14.5%
Year Plans Participants Total Assets
2022 2 169 $22M
2023 2 182 $24M
2024 2 186 $25M

Nearby 401(k) Plans in Kansas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust, Total assets ($B): 0.009854678 · Participants: 89Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and TrustKoch Industries Inc Employees' Savings Plan, Total assets ($B): 3.432760938 · Participants: 11970Koch Industries Inc Employees' Savings PlanBlack & Veatch Retirement Program, Total assets ($B): 2.293186819 · Participants: 6182Black & Veatch Retirement ProgramPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 1.891438135 · Participants: 1231Performance Contracting Group, Inc. ESOP/401(k) PlanGarmin International, Inc. Retirement Plan, Total assets ($B): 1.415069651 · Participants: 6273Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.065726181 · Participants: 7558Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust side-by-side with 3 peers →

Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Hazen Memorial Hospital Association 401(k) Retirement Plan in ND ($10M); by covered participants it is Timberline Hospitalities, LLC Pension Plan in WY (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust assets move in 2022? ▼
Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust declined sharply - down 15.7% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Ubt Bankshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ubt Bankshares, Inc.'s sponsor-wide assets grew 14.5%, from $22M to $25M.
Which 401(k) plans are similar in size to Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hazen Memorial Hospital Association 401(k) Retirement Plan in ND ($10M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Timberline Hospitalities, LLC Pension Plan in WY (89 participants, N/A 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 731684072.

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.