401(k) · DOL Form 5500 · 2023

Ubeo West Region LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
398
Participants Below avg headcount
76th
Percentile by assets National rank
$62,482
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ubeo West Region 401(k) Profit Sharing Plan · Sponsored by Ubeo West Region LLC · California · Professional & Technical Services

$25M in assets, 398 participants

Ubeo West Region LLC's Ubeo West Region 401(k) Profit Sharing Plan reported $25M in total assets and 398 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,577 in Professional & Technical Services (20,321 peers)

Where Ubeo West Region 401(k) Profit Sharing Plan sits by assets

Ubeo West Region 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $25M for 398 participants (~$62,482/participant), up 29.6% in 2023.

#15,577
in Professional & Technical Services (20,321 peers)
+29.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Ubeo West Region 401(k) Profit Sharing Plan's outsized position by total assets

Ubeo West Region 401(k) Profit Sharing Plan vs every filed plan by assets

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

$24,867,810 Top 24% higher than 76% 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 West Region 401(k) Profit Sharing 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 West Region 401(k) Profit Sharing Plan sits mid-pack in the medium band (398 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ubeo West Region 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Ubeo West Region 401(k) Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Ubeo West Region 401(k) Profit Sharing Plan reported participants fell from 419 in the plan year 2022 filing to 398 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941461160 · Ubeo West Region LLC PY 2023 · 401(k)

Ubeo West Region 401(k) Profit Sharing Plan · $25M · 398 · 76th

  • ASSETS $25M
  • PCT 398
  • EIN 76th
  • RANK 401(k)
  • PHOTO near Oneworld 401(k) Plan
  • IND ind #15577

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 Professional & Technical Services retirement plans → · Plans in California →

Ubeo West Region 401(k) Profit Sharing Plan in the asset neighbourhood

Ubeo West Region 401(k) Profit Sharing PlanUbeo West Region 401(k) Prof…$25MOneworld 401(k) Plan$25ME.C. Styberg Engineering Company 401(k) PlanE.C. Styberg Engineering Com…$25MAsm/Metro/Aetna 401(k) Plan$25MAtlantic American Corporation 401(k) Retirement Savings PlanAtlantic American Corporatio…$25M
End-of-year total assets ($M) among Ubeo West Region 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$25M
Net Income$6M
Employer EIN941461160
Plan Effective Date1968-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ubeo West Region LLC)

Sponsor-wide plan assets over time

All Ubeo West Region LLC plans reported in each filing year

Latest sponsor-wide plan assets
$523K 97.27583082695362% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $19.2M $0.52M ▼ -97.3%
Year Plans Participants Total Assets
2022 1 419 $19M
2023 1 398 $25M
2024 1 461 $523K

Nearby 401(k) Plans in California

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

Ubeo West Region 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ubeo West Region 401(k) Profit Sharing Plan, Total assets ($B): 0.02486781 · Participants: 398Ubeo West Region 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Ubeo West Region 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ubeo West Region 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ubeo West Region 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Oneworld 401(k) Plan in NE ($25M); by covered participants it is Verbal Beginnings LLC 401(k) Plan in MD (398 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (398 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 West Region 401(k) Profit Sharing Plan assets move in 2023? ▼
Ubeo West Region 401(k) Profit Sharing Plan grew sharply - up 29.6% during 2023, from $19M to $25M. Reported net income was $6M.
How have Ubeo West Region LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ubeo West Region LLC's sponsor-wide assets declined 97.3%, from $19M to $523K.
Where does Ubeo West Region 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ubeo West Region 401(k) Profit Sharing Plan ranks in the 76th 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 West Region 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oneworld 401(k) Plan in NE ($25M, 610 participants).
Which 401(k) plans cover a similar participant headcount to Ubeo West Region 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Verbal Beginnings LLC 401(k) Plan in MD (398 participants, $3M 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 941461160.

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.