401(k) · DOL Form 5500 · 2023

United Business Bank 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
360
Participants Below avg headcount
78th
Percentile by assets National rank
$78,155
Avg per participant Below avg balance/head
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Official DOL plan name: United Business Bank 401(k) Plan · Sponsored by United Business Bank · California · Finance & Insurance

$28M in assets, 360 participants

United Business Bank's United Business Bank 401(k) Plan reported $28M in total assets and 360 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,923 in Finance & Insurance (8,869 peers)

Where United Business Bank 401(k) Plan sits by assets

United Business Bank 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 360 participants (~$78,155/participant), up 25.5% in 2023.

#5,923
in Finance & Insurance (8,869 peers)
+25.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

United Business Bank 401(k) Plan's outsized position by total assets

United Business Bank 401(k) Plan vs every filed plan by assets

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

$28,135,635 Top 22% higher than 78% 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

United Business Bank 401(k) 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. United Business Bank 401(k) Plan sits mid-pack in the medium band (360 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Business Bank 401(k) Plan reported net income rose from $75K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • United Business Bank 401(k) Plan reported participants rose from 276 in the plan year 2022 filing to 360 in the plan year 2023 filing.
  • United Business Bank 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 200910111 · United Business Bank PY 2023 · 401(k)

United Business Bank 401(k) Plan · $28M · 360 · 78th

  • EBSA $28M
  • EBSA 360
  • EBSA 78th
  • EBSA 401(k)
  • EBSA near Maintech 401(k) Retirement Plan and Trust
  • EBSA ind #5923

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 California →

United Business Bank 401(k) Plan in the asset neighbourhood

United Business Bank 401(k) PlanUnited Business Bank 401(k) …$28MMaintech 401(k) Retirement Plan and TrustMaintech 401(k) Retirement P…$28MCloeren Incorporated 401(k) PlanCloeren Incorporated 401(k) …$28MThe Satilla Rural Electric Membership Corporation 401(k) Savings PlanThe Satilla Rural Electric M…$28MUniversity Psychiatric Practice, Inc. Section 403(b) PlanUniversity Psychiatric Pract…$28M
End-of-year total assets ($M) among United Business Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$28M
Net Income$6M
Employer EIN200910111
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Business Bank)

Sponsor-wide plan assets over time

All United Business Bank plans reported in each filing year

Latest sponsor-wide plan assets
$31M 36.2028392073558% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.4M $30.5M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 276 $22M
2023 1 360 $28M
2024 1 349 $31M

Nearby 401(k) Plans in California

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

United Business Bank 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants United Business Bank 401(k) Plan, Total assets ($B): 0.028135635 · Participants: 360United Business Bank 401(k) 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
United Business Bank 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

United Business Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Maintech 401(k) Retirement Plan and Trust in NJ ($28M); by covered participants it is Iq Credit Union 401(k) Plan in WA (360 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (360 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 United Business Bank 401(k) Plan assets move in 2023?
United Business Bank 401(k) Plan grew sharply - up 25.5% during 2023, from $22M to $28M. Reported net income was $6M.
How have United Business Bank plan assets changed over time?
Across 3 plan years on file (2022-2024), United Business Bank's sponsor-wide assets grew 36.2%, from $22M to $31M.
Where does United Business Bank 401(k) Plan rank by assets among Form 5500 filers?
United Business Bank 401(k) Plan ranks in the 78th 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 United Business Bank 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Maintech 401(k) Retirement Plan and Trust in NJ ($28M, 479 participants).
Which 401(k) plans cover a similar participant headcount to United Business Bank 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Iq Credit Union 401(k) Plan in WA (360 participants, $30M in assets).