Defined Benefit (Pension) · DOL Form 5500 · 2023

The University Financing Foundation, Inc. Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
13
Participants Small participant base
50th
Percentile by assets National rank
$518,719
Avg per participant High balance/head
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Official DOL plan name: The University Financing Foundation, Inc. Cash Balance Plan · Sponsored by The University Financing Foundation, Inc. · Georgia · Other Services

$7M in assets, 13 participants

The University Financing Foundation, Inc.'s The University Financing Foundation, Inc. Cash Balance Plan reported $7M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,531 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, The University Financing Foundation, Inc. Cash Balance Plan ranks #5,531 of 7,857 2023 filers by assets (298% of the sector average)-$7M for 13 participants.

#5,531
in Other Services (7,857 peers)
+24.3%
assets growth YoY

The University Financing Foundation, Inc. Cash Balance Plan's mid-pack asset rank among Other Services and all filers

The University Financing Foundation, Inc. Cash Balance Plan vs every filed plan by assets

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

$6,743,347 Top 50% higher than 50% 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

The University Financing Foundation, Inc. Cash Balance Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The University Financing Foundation, Inc. Cash Balance Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The University Financing Foundation, Inc. Cash Balance Plan reported net income rose from -$570K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The University Financing Foundation, Inc. Cash Balance Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The University Financing Foundation, Inc. Cash Balance Plan reported participants rose from 11 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 581505902 · The University Financing Foundation, Inc. PY 2023 · Defined Benefit (Pension)

The University Financing Foundation, Inc. Cash Balance Plan · $7M · 13 · 50th

  • ASSETS $7M
  • PCT 13
  • EIN 50th
  • RANK Defined Benefit (Pension)
  • PHOTO near Nexans Energy USA Inc. Hourly Pension Plan-Chester
  • IND ind #5531

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 Other Services retirement plans → · Plans in Georgia →

The University Financing Foundation, Inc. Cash Balance Plan in the asset neighbourhood

Nexans Energy USA Inc. Hourly Pension Plan-ChesterNexans Energy USA Inc. Hourl…$7MU.S. Silver-Idaho, Inc. Salaried Employee Retirement PlanU.S. Silver-Idaho, Inc. Sala…$7MThe Johnstown Tribune Publishing Company Non-Bargaining Pension PlanThe Johnstown Tribune Publis…$7MThe University Financing Foundation, Inc. Cash Balance PlanThe University Financing Fou…$7MThe 2017 Employees' Pension Plan of Battelle Memorial InstituteThe 2017 Employees' Pension …$7M
End-of-year total assets ($M) among The University Financing Foundation, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN581505902
Plan Effective Date2002-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The University Financing Foundation, Inc.)

Sponsor-wide plan assets over time

All The University Financing Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 37.55433209902257% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.43M $7.46M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 11 $5M
2023 1 13 $7M
2024 1 12 $7M

Nearby Defined Benefit (Pension) Plans in Georgia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The University Financing Foundation, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants The University Financing Foundation, Inc. Cash Balance Plan, Total assets ($B): 0.006743347 · Participants: 13The University Financing Foundation, Inc. Cash Balance PlanThe Southern Company Pension Plan, Total assets ($B): 15.596954837 · Participants: 25241The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.285105757 · Participants: 70241UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.733665646 · Participants: 153217UPS Pension PlanCox Enterprises, Inc. Pension Plan, Total assets ($B): 7.396009274 · Participants: 24023Cox Enterprises, Inc. Pension PlanDelta Retirement Plan, Total assets ($B): 7.309889555 · Participants: 15601Delta Retirement Plan
The University Financing Foundation, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare The University Financing Foundation, Inc. Cash Balance Plan side-by-side with 3 peers →

The University Financing Foundation, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Nexans Energy USA Inc. Hourly Pension Plan-Chester in SC ($7M); by covered participants it is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 The University Financing Foundation, Inc. Cash Balance Plan assets move in 2023? ▼
The University Financing Foundation, Inc. Cash Balance Plan grew sharply - up 24.3% during 2023, from $5M to $7M. Reported net income was $1M.
How have The University Financing Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The University Financing Foundation, Inc.'s sponsor-wide assets grew 37.6%, from $5M to $7M.
Which Defined Benefit (Pension) plans are similar in size to The University Financing Foundation, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nexans Energy USA Inc. Hourly Pension Plan-Chester in SC ($7M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The University Financing Foundation, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants, $4M 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 581505902.

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.