ESOP · DOL Form 5500 · 2023

Ufics, Inc. ESOP

Data updated 2026-08-25

$177K
Total assets Small plan by assets
2
Participants Small participant base
10th
Percentile by assets National rank
$88,462
Avg per participant Below avg balance/head
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Official DOL plan name: Ufics Retirement Plan Trust · Sponsored by Ufics, Inc. · Oregon · Real Estate

$177K in assets, 2 participants

Ufics, Inc.'s Ufics Retirement Plan Trust reported $177K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #678 in Real Estate (4,727 peers)

What the 2023 filing shows

Ufics Retirement Plan Trust holds $177K for 2 participants - about $88,462 per participant, among the smaller plans by assets on file.

#678
in Real Estate (4,727 peers)
+2.9%
assets growth YoY

Ufics Retirement Plan Trust among the smaller filed plans by assets

Ufics Retirement Plan Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$176,923 10th percentile higher than 10% of 127,068 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 2023

Ufics Retirement Plan Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ufics Retirement Plan Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ufics Retirement Plan Trust reported net income rose from -$141K in the plan year 2022 filing to $5K in the plan year 2023 filing.
  • Ufics Retirement Plan Trust reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Ufics Retirement Plan Trust end-of-year assets rose from $172K in the plan year 2022 filing to $177K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 270906127 · Ufics, Inc. PY 2023 · ESOP

Ufics Retirement Plan Trust · $177K · 2 · 10th

  • PHOTO $177K
  • PHOTO 2
  • PHOTO 10th
  • PHOTO ESOP
  • PHOTO near Graphicast, Inc. Employee Stock Ownership Plan
  • PHOTO ind #678

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 What is an ESOP? → · Plans in Oregon →

Ufics Retirement Plan Trust in the asset neighbourhood

Ufics Retirement Plan Trust$177KGraphicast, Inc. Employee Stock Ownership PlanGraphicast, Inc. Employee St…$177KGuzzardo School of Music & Store, Inc. Employee Stock Ownership PlanGuzzardo School of Music & S…$177KCardinal Claim Service, Inc. Employees Stock Ownership PlanCardinal Claim Service, Inc.…$178KGreyhawk Employee Stock Ownership PlanGreyhawk Employee Stock Owne…$179K
End-of-year total assets ($M) among Ufics Retirement Plan Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$172K
Net Assets (End of Year)$177K
Net Income$5K
Employer EIN270906127
Plan Effective Date2009-09-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Ufics, Inc.)

Sponsor-wide plan assets over time

All Ufics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$178K 3.557411079259677% vs 2022
2024 filing year
$0.17M$0.17M$0.18M$0.18M$0.19M 202220232024 $0.17M $0.18M ▲ +5.9%
Year Plans Participants Total Assets
2022 1 3 $172K
2023 1 2 $177K
2024 1 2 $178K

Nearby ESOP Plans in Oregon

Peer ESOP plans, same state, same plan type, ranked by total assets.

Ufics Retirement Plan Trust vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300 Total assets ($M) Participants Ufics Retirement Plan Trust, Total assets ($M): 0.176923 · Participants: 2Ufics Retirement Plan TrustBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Ufics Retirement Plan Trust vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Ufics Retirement Plan Trust side-by-side with 3 peers →

Ufics Retirement Plan Trust's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Graphicast, Inc. Employee Stock Ownership Plan in NH ($177K); by covered participants it is Watts Enterprises, Inc. Employee Stock Ownership Plan in UT (2 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ufics Retirement Plan Trust assets move in 2023? ▼
Ufics Retirement Plan Trust edged up modestly - up 2.9% during 2023, from $172K to $177K. Reported net income was $5K.
How have Ufics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ufics, Inc.'s sponsor-wide assets grew 3.6%, from $172K to $178K.
Where does Ufics Retirement Plan Trust rank by assets among Form 5500 filers? ▼
Ufics Retirement Plan Trust ranks in the 10th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Ufics Retirement Plan Trust? ▼
Among ESOP plans in other states, the closest by assets is Graphicast, Inc. Employee Stock Ownership Plan in NH ($177K, 24 participants).
Which ESOP plans cover a similar participant headcount to Ufics Retirement Plan Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Watts Enterprises, Inc. Employee Stock Ownership Plan in UT (2 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270906127.

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.