401(k) · DOL Form 5500 · 2023

Ubeo, LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
745
Participants Near avg headcount
83rd
Percentile by assets National rank
$53,875
Avg per participant Low balance/head
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Official DOL plan name: Ubeo LLC 401(k) Retirement Plan · Sponsored by Ubeo, LLC · Texas · Retail Trade

$40M in assets, 745 participants

Ubeo, LLC's Ubeo LLC 401(k) Retirement Plan reported $40M in total assets and 745 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,608 in Retail Trade (8,414 peers)

Where Ubeo LLC 401(k) Retirement Plan sits by assets

Ubeo LLC 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $40M for 745 participants (~$53,875/participant), up 31.6% in 2023.

#7,608
in Retail Trade (8,414 peers)
+31.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ubeo LLC 401(k) Retirement Plan's outsized position by total assets

Ubeo LLC 401(k) Retirement Plan vs every filed plan by assets

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

$40,137,200 Top 17% higher than 83% 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

Ubeo LLC 401(k) 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. Ubeo LLC 401(k) Retirement Plan sits mid-pack in the medium band (745 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ubeo LLC 401(k) Retirement Plan reported participants rose from 429 in the plan year 2022 filing to 745 in the plan year 2023 filing.
  • Ubeo LLC 401(k) Retirement Plan end-of-year assets rose from $31M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Ubeo LLC 401(k) Retirement Plan reported net income rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 815293028 · Ubeo, LLC PY 2023 · 401(k)

Ubeo LLC 401(k) Retirement Plan · $40M · 745 · 83rd

  • ASSETS $40M
  • ASSETS 745
  • ASSETS 83rd
  • ASSETS 401(k)
  • ASSETS near Newmeyer & Dillion Employee 401(k) Savings Plan
  • ASSETS ind #7608

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 Retail Trade retirement plans → · Plans in Texas →

Ubeo LLC 401(k) Retirement Plan in the asset neighbourhood

Ubeo LLC 401(k) Retirement PlanUbeo LLC 401(k) Retirement P…$40MNewmeyer & Dillion Employee 401(k) Savings PlanNewmeyer & Dillion Employee …$40MBradley Media Holdings, Inc 401(k) PlanBradley Media Holdings, Inc …$40MThe De Moya Group, Inc. Profit Sharing Plan & TrustThe De Moya Group, Inc. Prof…$40MAdvantage Capital 401(k) Plan$40M
End-of-year total assets ($M) among Ubeo LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$40M
Net Income$10M
Employer EIN815293028
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ubeo, LLC)

Sponsor-wide plan assets over time

All Ubeo, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$79M 159.1828392391482% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $30.5M $79.1M ▲ +159.2%
Year Plans Participants Total Assets
2022 1 429 $31M
2023 1 745 $40M
2024 1 859 $79M

Nearby 401(k) Plans in Texas

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

Ubeo LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ubeo LLC 401(k) Retirement Plan, Total assets ($B): 0.0401372 · Participants: 745Ubeo LLC 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Ubeo LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ubeo LLC 401(k) Retirement Plan side-by-side with 3 peers →

Ubeo LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Newmeyer & Dillion Employee 401(k) Savings Plan in CA ($40M); by covered participants it is Buckeye Corrugated, Inc. 401(k) Plan and Trust in OH (745 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (745 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 Ubeo LLC 401(k) Retirement Plan assets move in 2023? ▼
Ubeo LLC 401(k) Retirement Plan surged - up 31.6% during 2023, from $31M to $40M. Reported net income was $10M.
How have Ubeo, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ubeo, LLC's sponsor-wide assets grew 159.2%, from $31M to $79M.
Where does Ubeo LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Ubeo LLC 401(k) Retirement Plan ranks in the 83rd 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 Ubeo LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Newmeyer & Dillion Employee 401(k) Savings Plan in CA ($40M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Ubeo LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Buckeye Corrugated, Inc. 401(k) Plan and Trust in OH (745 participants, $49M 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 815293028.

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.