401(k) · DOL Form 5500 · 2023

Cubesmart, L.P. 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
2,327
Participants Above avg headcount
85th
Percentile by assets National rank
$20,313
Avg per participant Low balance/head
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Official DOL plan name: Cubesmart, L.P. 401(k) Plan · Sponsored by Cubesmart, L.P. · Pennsylvania · Real Estate

$47M in assets, 2,327 participants

Cubesmart, L.P.'s Cubesmart, L.P. 401(k) Plan reported $47M in total assets and 2,327 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #4,451 in Real Estate (4,727 peers)

Coverage in Pennsylvania

Cubesmart, L.P. 401(k) Plan covers 2,327 participants in Pennsylvania, 2.8x the typical Pennsylvania plan (state average ~822 per filing). Assets: $47M.

#4,451
in Real Estate (4,727 peers)
+25.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Cubesmart, L.P. 401(k) Plan's outsized position by total assets

Cubesmart, L.P. 401(k) Plan vs every filed plan by assets

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

$47,267,545 Top 15% higher than 85% 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

Cubesmart, L.P. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cubesmart, L.P. 401(k) Plan lands in the large band (2,327 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cubesmart, L.P. 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Cubesmart, L.P. 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Cubesmart, L.P. 401(k) Plan reported participants fell from 2,363 in the plan year 2022 filing to 2,327 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341837021 · Cubesmart, L.P. PY 2023 · 401(k)

Cubesmart, L.P. 401(k) Plan · $47M · 2,327 · 85th

  • IND $47M
  • EOY 2,327
  • 5500 85th
  • ASSETS 401(k)
  • PCT near Campbell Companies Bargaining Unit 401(k) Plan
  • EIN ind #4451

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 Real Estate retirement plans → · Plans in Pennsylvania →

Cubesmart, L.P. 401(k) Plan in the asset neighbourhood

Cubesmart, L.P. 401(k) Plan$47MCampbell Companies Bargaining Unit 401(k) PlanCampbell Companies Bargainin…$47MSan Jose Medical Group, Inc. 401(k) PlanSan Jose Medical Group, Inc.…$47MPpfa Retirement Plan$47MHba Health Systems, LLC 401(k) Retirement Savings PlanHba Health Systems, LLC 401(…$47M
End-of-year total assets ($M) among Cubesmart, L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$47M
Net Income$10M
Employer EIN341837021
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cubesmart, L.P.)

Sponsor-wide plan assets over time

All Cubesmart, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$60M 58.170498171536636% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $37.8M $59.7M ▲ +58.2%
Year Plans Participants Total Assets
2022 1 2,363 $38M
2023 1 2,327 $47M
2024 1 2,495 $60M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cubesmart, L.P. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Cubesmart, L.P. 401(k) Plan, Total assets ($B): 0.047267545 · Participants: 2327Cubesmart, L.P. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Cubesmart, L.P. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Cubesmart, L.P. 401(k) Plan side-by-side with 3 peers →

Cubesmart, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Campbell Companies Bargaining Unit 401(k) Plan in UT ($47M); by covered participants it is International Education Corporation 401(k) Plan in CA (2,327 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,327 participants); asset peers above are excluded.

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 Cubesmart, L.P. 401(k) Plan assets move in 2023? ▼
Cubesmart, L.P. 401(k) Plan grew sharply - up 25.2% during 2023, from $38M to $47M. Reported net income was $10M.
How have Cubesmart, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cubesmart, L.P.'s sponsor-wide assets grew 58.2%, from $38M to $60M.
Where does Cubesmart, L.P. 401(k) Plan rank by assets among Form 5500 filers? ▼
Cubesmart, L.P. 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cubesmart, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Campbell Companies Bargaining Unit 401(k) Plan in UT ($47M, 598 participants).
Which 401(k) plans cover a similar participant headcount to Cubesmart, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is International Education Corporation 401(k) Plan in CA (2,327 participants, $32M 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 341837021.

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.