Money Purchase · DOL Form 5500 · 2022
Trustees of the Florida Ubc Supplemental Pension Plan Money Purchase Plan
Data updated 2026-08-11
- $76M
- Total assets
- 5,942
- Participants
- 91st
- Percentile by assets
- $12,762
- Avg per participant
Official DOL plan name: Florida Ubc Supplemental Pension Plan · Sponsored by Trustees of the Florida Ubc Supplemental Pension Plan · Tennessee · Finance & Insurance
$76M in assets, 5,942 participants
Trustees of the Florida Ubc Supplemental Pension Plan's Florida Ubc Supplemental Pension Plan reported $76M in total assets and 5,942 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 139,126 plans)
- #7,928 in Finance & Insurance (9,261 peers)
Coverage in Tennessee
Florida Ubc Supplemental Pension Plan covers 5,942 participants in Tennessee, 5.3x the typical Tennessee plan (state average ~1,126 per filing). Assets: $76M.
- $76M
- total plan assets (2022 EOY)
- 5,942
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $12,762
- avg assets per participant
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Florida Ubc Supplemental Pension Plan reports 5,942 participants - 5.3x that state average ($76M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | -$10M |
| Employer EIN | 582437220 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Florida Ubc Supplemental Pension Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,942 | $76M |
| 2023 | 1 | 6,111 | $83M |
| 2024 | 1 | 6,292 | N/A |
Nearby Money Purchase Plans in Tennessee
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Florida Ubc Supplemental Pension Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants
- Southern Electrical Retirement Fund $1.7B · 10,582
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan $331M · 1,999
- U.a. Local Union No. 614 Pension Plan $166M · 1,308
- Midwest Pipe Trades Retirement Plan $159M · 1,481
- Millwright & Machinery Erectors Local 1192 Defined Contribution Pension Plan $98M · 853
Scale composition for Florida Ubc Supplemental Pension Plan
Florida Ubc Supplemental Pension Plan reports $76M in end-of-year assets across 5,942 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $12,762 per participant (9% of the national average assets-per-participant) . Net income for plan year 2022 was -$10M.
This plan identity (EIN 582437220, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 while covered participants moved from 5,942 to 6,292 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,942 | $76M | This page |
| 2023 | 6,111 | $83M | Open filing |
| 2024 | 6,292 | N/A | Open filing |
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Florida Ubc Supplemental Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Florida Ubc Supplemental Pension Plan assets move in 2022? ▼
Where does Florida Ubc Supplemental Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Florida Ubc Supplemental Pension Plan? ▼
Next read for Florida Ubc Supplemental Pension Plan
Filing takeaways
Ways to act on Florida Ubc Supplemental Pension Plan's numbers.
- By total assets, Florida Ubc Supplemental Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Tennessee. Compare plans