401(k) · DOL Form 5500 · 2023
UBANK 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 79
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $48,473
- Avg per participant Low balance/head
Official DOL plan name: Ubank 401(k) Plan · Sponsored by UBANK · Texas · Finance & Insurance
$4M in assets, 79 participants
UBANK's Ubank 401(k) Plan reported $4M in total assets and 79 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #2,464 in Finance & Insurance (8,869 peers)
UBANK multi-year trail
UBANK's plans moved +27.9% in assets from 2023 to 2024; this filing shows Ubank 401(k) Plan at $4M / 79 participants.
- #2,464
- in Finance & Insurance (8,869 peers)
- +44.9%
- assets growth YoY
Ubank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Ubank 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,829,395 40th percentile higher than 40% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ubank 401(k) 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. Ubank 401(k) Plan is a small filing (79 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 751058562 · UBANK PY 2023 · 401(k)
Ubank 401(k) Plan · $4M · 79 · 40th
- SCH $4M
- SCH 79
- SCH 40th
- SCH 401(k)
- SCH near Oppenhuizen Orthodontics PC Profit Sharing 401(k) Plan
- SCH ind #2464
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 Finance & Insurance retirement plans → · Plans in Texas →
Ubank 401(k) Plan in the asset neighbourhood
UBANK multi-year asset trail
Sponsor-wide plan assets over time
All UBANK plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 27.932323513244263% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 79 | $4M |
| 2024 | 1 | 91 | $5M |
UBANK filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $1M |
| Employer EIN | 751058562 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Ubank 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Oppenhuizen Orthodontics PC Profit Sharing 401(k) Plan in MI ($4M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (79 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.
- Heart of America Beverage Company, LLC 401(k) Plan (MO) 79 · 0 off
- Findaway 401(k) (OH) 79 · 0 off
- Dignified Home Loans LLC 401(k) Profit Sharing Plan (CA) 79 · 0 off
- Palmetto State Bank Profit Sharing Plan (SC) 79 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.