Defined Benefit (Pension) · DOL Form 5500 · 2022
Ubs Ag Pension Plan
Data updated 2026-08-11
- $392M
- Total assets
- 332
- Participants
- 97th
- Percentile by assets
- $1.2M
- Avg per participant
Official DOL plan name: Ubs Pension Plan · Sponsored by Ubs Ag · New Jersey · Finance & Insurance
$392M in assets, 332 participants
Ubs Ag's Ubs Pension Plan reported $392M in total assets and 332 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #8,831 in Finance & Insurance (9,261 peers)
Coverage in New Jersey
Ubs Pension Plan covers 332 participants in New Jersey, about 39% of the average New Jersey filer (state average ~844 per filing). Assets: $392M.
- $392M
- total plan assets (2022 EOY)
- 332
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $1.2M
- avg assets per participant
The plan reported a net loss of $56M 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 844 participants across 4,145 plans. Ubs Pension Plan reports 332 participants - about 39% of that state average ($392M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $449M |
|---|---|
| Net Assets (End of Year) | $392M |
| Net Income | -$56M |
| Employer EIN | 980186363 |
| Plan Effective Date | 1969-07-01 |
| 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 Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Ubs Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
- Retirement Plan of Johnson and Johnson $19.8B · 38,100
- JPMorgan Chase Retirement Plan $14.8B · 102,340
- Nokia Retirement Income Plan $14.5B · 7,413
- The Prudential Merged Retirement Plan $12.3B · 17,538
- Verizon Pension Plan for Associates $10.9B · 25,746
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Ubs Pension Plan by total assets, not by location.
- 21st Century Fox America Retirement Plan (NY) $392M · 337
- Moog Inc. Employees' Retirement Plan (NY) $393M · 1,574
- Retirement Income Plan for Employees of Armstrong World Industries Inc (PA) $392M · 751
- Williams Inactive Employees Pension Plan (OK) $393M · N/A
Frequently Asked Questions
How did Ubs Pension Plan assets move in 2022? ▼
How have Ubs Ag plan assets changed over time? ▼
Where does Ubs Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Ubs Pension Plan? ▼
Next read for Ubs Pension Plan
Filing takeaways
Ways to act on Ubs Pension Plan's numbers.
- By total assets, Ubs Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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