Defined Benefit (Pension) · DOL Form 5500 · 2022

Ubs Ag Pension Plan

Data updated 2026-08-25

$392M
Total assets Above avg plan size
332
Participants Below avg headcount
97th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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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.

  • #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.

#8,831
in Finance & Insurance (9,261 peers)
-12.6%
assets change YoY
3.9×
vs typical plan assets (national mean)

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.

Ubs Pension Plan's outsized position by total assets

Ubs Pension Plan vs every filed plan by assets

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

$392,295,688 Top 3% higher than 97% 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

Ubs Pension 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. Ubs Pension Plan sits mid-pack in the medium band (332 participants).

DOL schedule card

Filing strip 980186363 · Ubs Ag PY 2022 · Defined Benefit (Pension)

Ubs Pension Plan · $392M · 332 · 97th

  • RANK $392M
  • RANK 332
  • RANK 97th
  • RANK Defined Benefit (Pension)
  • RANK near 21st Century Fox America Retirement Plan
  • RANK ind #8831

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Ubs Pension Plan in the asset neighbourhood

Williams Inactive Employees Pension PlanWilliams Inactive Employees …$393MMoog Inc. Employees' Retirement PlanMoog Inc. Employees' Retirem…$393MUbs Pension Plan$392M21st Century Fox America Retirement Plan21st Century Fox America Ret…$392MRetirement Income Plan for Employees of Armstrong World Industries IncRetirement Income Plan for E…$392M
End-of-year total assets ($M) among Ubs Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$449M
Net Assets (End of Year)$392M
Net Income-$56M
Employer EIN980186363
Plan Effective Date1969-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ubs Ag)

Sponsor-wide plan assets over time

All Ubs Ag plans reported in each filing year

Latest sponsor-wide plan assets
$10.6B 35.111487894865604% vs 2022
2024 filing year
$7B$8B$9B$10B$11B 202220232024 $7.84B $10.6B ▲ +35.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Ubs Pension Plan, Total assets ($B): 0.392295688 · Participants: 332Ubs Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan for Associates
Ubs Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Ubs Pension Plan side-by-side with 3 peers →

Ubs Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is 21st Century Fox America Retirement Plan in NY ($392M); by covered participants it is Amcor Rigid Packaging Pension Plan in MI (332 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (332 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 Ubs Pension Plan assets move in 2022? ▼
Ubs Pension Plan pulled back noticeably - down 12.6% during 2022, from $449M to $392M. Reported net income was -$56M.
How have Ubs Ag plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ubs Ag's sponsor-wide assets grew 35.1%, from $7.8B to $10.6B.
Where does Ubs Pension Plan rank by assets among Form 5500 filers? ▼
Ubs Pension Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ubs Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is 21st Century Fox America Retirement Plan in NY ($392M, 337 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ubs Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Amcor Rigid Packaging Pension Plan in MI (332 participants, $50M 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 980186363.

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.