Defined Benefit (Pension) · DOL Form 5500 · 2022
Ubs Financial Services Inc. Pension Plan
Data updated 2026-08-25
- $644M
- Total assets Above avg plan size
- 1,230
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $523,800
- Avg per participant High balance/head
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.
- #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.
- #8,962
- in Finance & Insurance (9,261 peers)
- -26.9%
- assets change YoY
- 6.5×
- vs typical plan assets (national mean)
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.
Ubs Financial Services Inc. Pension Plan's outsized position 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's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ubs Financial Services Inc. Pension Plan lands in the large band (1,230 participants).
Form 5500 schedule snapshot
Filing strip 132638166 · Ubs Financial Services Inc. PY 2022 · Defined Benefit (Pension)
Ubs Financial Services Inc. Pension Plan · $644M · 1,230 · 98th
- 5500 $644M
- 5500 1,230
- 5500 98th
- 5500 Defined Benefit (Pension)
- 5500 near Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust
- 5500 ind #8962
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 Financial Services Inc. Pension Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Ubs Financial Services Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $636M 7.833911740210367% vs 2022
- 2024 filing year
| 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.
- 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
Ubs Financial Services Inc. 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 Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust in MI ($644M); by covered participants it is Bemis Retirement Plan in WI (1,230 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($644M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,230 participants); asset peers above are excluded.
- Bemis Retirement Plan (WI) 1,230 · 0 off
- Springleaf Financial Services Retirement Plan (IN) 1,229 · 1 off
- Mccormick Pension Plan (MD) 1,228 · 2 off
- Structural Iw Local #1 Pension Plan (IL) 1,233 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.