Other · DOL Form 5500 · 2023

Ub Foundation Activities, Inc. Retirement Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size
408
Participants Below avg headcount
92nd
Percentile by assets National rank
$257,268
Avg per participant Above avg balance/head
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Official DOL plan name: Ub Foundation Activities, Inc. Retirement Plan · Sponsored by Ub Foundation Activities, Inc. · New York · Educational Services

$105M in assets, 408 participants

Ub Foundation Activities, Inc.'s Ub Foundation Activities, Inc. Retirement Plan reported $105M in total assets and 408 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,190 in Educational Services (3,735 peers)

Where Ub Foundation Activities, Inc. Retirement Plan sits by assets

Ub Foundation Activities, Inc. Retirement Plan sits in the top 10% of all filed plans by assets, $105M for 408 participants (~$257,268/participant), up 13.0% in 2023.

#3,190
in Educational Services (3,735 peers)
+13.0%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Ub Foundation Activities, Inc. Retirement Plan's outsized position by total assets

Ub Foundation Activities, Inc. Retirement Plan vs every filed plan by assets

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

$104,965,532 Top 8% higher than 92% 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

Ub Foundation Activities, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ub Foundation Activities, Inc. Retirement Plan sits mid-pack in the medium band (408 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ub Foundation Activities, Inc. Retirement Plan reported net income rose from -$19M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Ub Foundation Activities, Inc. Retirement Plan reported participants fell from 584 in the plan year 2022 filing to 408 in the plan year 2023 filing.
  • Ub Foundation Activities, Inc. Retirement Plan end-of-year assets rose from $93M in the plan year 2022 filing to $105M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 161372561 · Ub Foundation Activities, Inc. PY 2023 · Other

Ub Foundation Activities, Inc. Retirement Plan · $105M · 408 · 92nd

  • ASSETS $105M
  • PCT 408
  • EIN 92nd
  • RANK Other
  • PHOTO near Sauk Prairie Healthcare, Inc. Tax Deferred Annuity Plan
  • IND ind #3190

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 Educational Services retirement plans → · Plans in New York →

Ub Foundation Activities, Inc. Retirement Plan in the asset neighbourhood

Collegiate School 403(b) Retirement PlanCollegiate School 403(b) Ret…$105MCentre College Retirement PlanCentre College Retirement Pl…$105MUb Foundation Activities, Inc. Retirement PlanUb Foundation Activities, In…$105MSauk Prairie Healthcare, Inc. Tax Deferred Annuity PlanSauk Prairie Healthcare, Inc…$105MBreck School Retirement Plan$105M
End-of-year total assets ($M) among Ub Foundation Activities, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$105M
Net Income$12M
Employer EIN161372561
Plan Effective Date1962-06-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Ub Foundation Activities, Inc.)

Sponsor-wide plan assets over time

All Ub Foundation Activities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$115M 23.38766868586565% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $92.9M $115M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 584 $93M
2023 1 408 $105M
2024 1 430 $115M

Nearby Other Plans in New York

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

Ub Foundation Activities, Inc. Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Ub Foundation Activities, Inc. Retirement Plan, Total assets ($B): 0.104965532 · Participants: 408Ub Foundation Activities, Inc. Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Ub Foundation Activities, Inc. Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Ub Foundation Activities, Inc. Retirement Plan side-by-side with 3 peers →

Ub Foundation Activities, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Sauk Prairie Healthcare, Inc. Tax Deferred Annuity Plan in WI ($105M); by covered participants it is Wesley Homes 403(b) Thrift Plan in WA (408 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($105M here).

Similar participant headcount

Nearest other-state filings by covered participants (408 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 Ub Foundation Activities, Inc. Retirement Plan assets move in 2023? ▼
Ub Foundation Activities, Inc. Retirement Plan grew at a solid clip - up 13.0% during 2023, from $93M to $105M. Reported net income was $12M.
How have Ub Foundation Activities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ub Foundation Activities, Inc.'s sponsor-wide assets grew 23.4%, from $93M to $115M.
Where does Ub Foundation Activities, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Ub Foundation Activities, Inc. Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Ub Foundation Activities, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Sauk Prairie Healthcare, Inc. Tax Deferred Annuity Plan in WI ($105M, 668 participants).
Which Other plans cover a similar participant headcount to Ub Foundation Activities, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Wesley Homes 403(b) Thrift Plan in WA (408 participants, $18M 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 161372561.

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.