Defined Benefit (Pension) · DOL Form 5500 · 2022
Ubs Financial Services Inc. Pension Plan
Data updated 2026-08-11
- $644M
- Total assets
- 1,230
- Participants
- 98th
- Percentile by assets
- $523,800
- Avg per participant
Official DOL plan name: Ubs Financial Services Inc. Pension Plan · Sponsored by Ubs Financial Services Inc. · New Jersey · Finance & Insurance
$644M in assets, 1,230 participants
Ubs Financial Services Inc.'s Ubs Financial Services Inc. Pension Plan reported $644M in total assets and 1,230 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #8,962 in Finance & Insurance (9,261 peers)
Where Ubs Financial Services Inc. Pension Plan sits by assets
Ubs Financial Services Inc. Pension Plan sits in the top 5% of all filed plans by assets, $644M for 1,230 participants (~$523,800/participant), down 26.9% in 2022.
- $644M
- total plan assets (2022 EOY)
- 1,230
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $523,800
- avg assets per participant
The plan reported a net loss of $238M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Ubs Financial Services Inc. Pension Plan sits by total assets
Ubs Financial Services Inc. Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$644,273,568 Top 2% higher than 98% 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
Ubs Financial Services Inc. Pension Plan vs the 2022 asset distribution
By assets, Ubs Financial Services Inc. Pension Plan outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 6.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $881M |
|---|---|
| Net Assets (End of Year) | $641M |
| Net Income | -$238M |
| Employer EIN | 132638166 |
| Plan Effective Date | 1975-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ubs Financial Services Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,389 | $690M |
| 2023 | 2 | 1,279 | $684M |
| 2024 | 2 | 1,122 | $636M |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Ubs Financial Services Inc. 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 Financial Services Inc. Pension Plan by total assets, not by location.
- Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust (MI) $644M · 527
- National Integrated Group Pension Plan (PA) $646M · 2,515
- Iron Workers Locals 40, 361 & 417 Pension Fund (NY) $642M · 2,251
- Medstar Health, Inc. Cash Balance Retirement Plan (MD) $641M · 2,467
Frequently Asked Questions
How did Ubs Financial Services Inc. Pension Plan assets move in 2022? ▼
How have Ubs Financial Services Inc. plan assets changed over time? ▼
Where does Ubs Financial Services Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Ubs Financial Services Inc. Pension Plan? ▼
Next read for Ubs Financial Services Inc. Pension Plan
Scale reading
Ways to act on Ubs Financial Services Inc. Pension Plan's numbers.
- By total assets, Ubs Financial Services Inc. 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 Financial Services Inc.'s sponsor-wide assets have declined 7.8% since 2022 across 3 plan years on file. More Finance & Insurance plans