Money Purchase · DOL Form 5500 · 2022
Trustees of the Florida Ubc Supplemental Pension Plan Money Purchase Plan
Data updated 2026-08-25
- $76M
- Total assets Below avg plan size
- 5,942
- Participants Above avg headcount
- 91st
- Percentile by assets National rank
- $12,762
- Avg per participant Low balance/head
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.
- #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.
- #7,928
- in Finance & Insurance (9,261 peers)
- -12.2%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
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.
Florida Ubc Supplemental Pension Plan's outsized position by total assets
Florida Ubc Supplemental Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$75,830,605 Top 9% higher than 91% 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
Florida Ubc Supplemental 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. Florida Ubc Supplemental Pension Plan lands in the large band (5,942 participants).
Form 5500 schedule snapshot
Filing strip 582437220 · Trustees of the Florida Ubc Supplemental Pension Plan PY 2022 · Money Purchase
Florida Ubc Supplemental Pension Plan · $76M · 5,942 · 91st
- PART $76M
- TYPE 5,942
- NET 91st
- BOOK Money Purchase
- VS-ST near IBEW Local No. 82 Defined Contribution Plan
- BOY ind #7928
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 Tennessee →
Florida Ubc Supplemental Pension Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Trustees of the Florida Ubc Supplemental Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| 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.
- 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 |
Florida Ubc Supplemental Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Tennessee, the nearest Money Purchase by assets is IBEW Local No. 82 Defined Contribution Plan in PA ($76M); by covered participants it is Local 338 Annuity Fund in NY (5,950 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($76M here).
Similar participant headcount
Nearest other-state filings by covered participants (5,942 participants); asset peers above are excluded.
- Local 338 Annuity Fund (NY) 5,950 · 8 off
- The Children's Mercy Hospital Retirement Plan (MO) 5,977 · 35 off
- Southern New Hampshire University Retirement Plan and Trust (NH) 5,881 · 61 off
- Stationary Engineers Local 39 Annuity Trust Fund (CA) 6,023 · 81 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.