401(k) · DOL Form 5500 · 2023

U. B. C. J. of America 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
93
Participants Small participant base
80th
Percentile by assets National rank
$341,984
Avg per participant High balance/head
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Official DOL plan name: Officers and Representatives of the Ubc Savings Plan · Sponsored by U. B. C. J. of America · District of Columbia · Other Services

$32M in assets, 93 participants

U. B. C. J. of America's Officers and Representatives of the Ubc Savings Plan reported $32M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,082 in Other Services (7,857 peers)

Where Officers and Representatives of the Ubc Savings Plan sits by assets

Officers and Representatives of the Ubc Savings Plan sits in the top quartile of all filed plans by assets, $32M for 93 participants (~$341,984/participant), up 17.7% in 2023.

#7,082
in Other Services (7,857 peers)
+17.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Officers and Representatives of the Ubc Savings Plan's outsized position by total assets

Officers and Representatives of the Ubc Savings Plan vs every filed plan by assets

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

$31,804,533 Top 20% higher than 80% 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

Officers and Representatives of the Ubc Savings 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. Officers and Representatives of the Ubc Savings Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Officers and Representatives of the Ubc Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Officers and Representatives of the Ubc Savings Plan end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Officers and Representatives of the Ubc Savings Plan reported participants fell from 97 in the plan year 2022 filing to 93 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 350723065 · U. B. C. J. of America PY 2023 · 401(k)

Officers and Representatives of the Ubc Savings Plan · $32M · 93 · 80th

  • BOOK $32M
  • BOOK 93
  • BOOK 80th
  • BOOK 401(k)
  • BOOK near Automotive Services Network, Inc. Salary Deferral 401(k) Profit Sharing
  • BOOK ind #7082

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 District of Columbia →

Officers and Representatives of the Ubc Savings Plan in the asset neighbourhood

Hanna, Brophy 401(k) Plan$32MSega of America, Inc. 401(k) PlanSega of America, Inc. 401(k)…$32MOfficers and Representatives of the Ubc Savings PlanOfficers and Representatives…$32MAutomotive Services Network, Inc. Salary Deferral 401(k) Profit SharingAutomotive Services Network,…$32MOhio Valley Flooring, Inc. Retirement Savings PlanOhio Valley Flooring, Inc. R…$32M
End-of-year total assets ($M) among Officers and Representatives of the Ubc Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN350723065
Plan Effective Date1997-11-15
Filing StatusFILING RECEIVED

Sponsor Plan History (U. B. C. J. of America)

Sponsor-wide plan assets over time

All U. B. C. J. of America plans reported in each filing year

Latest sponsor-wide plan assets
$32M 18.062211848323013% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $27M $31.9M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 97 $27M
2023 1 93 $32M
2024 1 102 $32M

Nearby 401(k) Plans in District of Columbia

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

Officers and Representatives of the Ubc Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Officers and Representatives of the Ubc Savings Plan, Total assets ($B): 0.031804533 · Participants: 93Officers and Representatives of the Ubc Savings PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Officers and Representatives of the Ubc Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Officers and Representatives of the Ubc Savings Plan side-by-side with 3 peers →

Officers and Representatives of the Ubc Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Automotive Services Network, Inc. Salary Deferral 401(k) Profit Sharing in FL ($32M); by covered participants it is Bchh Inc 401(k) Profit Sharing Plan & Trust in PA (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Officers and Representatives of the Ubc Savings Plan assets move in 2023? ▼
Officers and Representatives of the Ubc Savings Plan grew sharply - up 17.7% during 2023, from $27M to $32M. Reported net income was $5M.
How have U. B. C. J. of America plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U. B. C. J. of America's sponsor-wide assets grew 18.1%, from $27M to $32M.
Where does Officers and Representatives of the Ubc Savings Plan rank by assets among Form 5500 filers? ▼
Officers and Representatives of the Ubc Savings Plan ranks in the 80th 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 Officers and Representatives of the Ubc Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Automotive Services Network, Inc. Salary Deferral 401(k) Profit Sharing in FL ($32M, 372 participants).
Which 401(k) plans cover a similar participant headcount to Officers and Representatives of the Ubc Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bchh Inc 401(k) Profit Sharing Plan & Trust in PA (93 participants, N/A 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 350723065.

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.