401(k) · DOL Form 5500 · 2023

Ubiquiti, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
145
Participants Small participant base
69th
Percentile by assets National rank
$115,830
Avg per participant Below avg balance/head
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Official DOL plan name: Ubiquiti Inc 401(k) Profit Sharing Plan and Trust · Sponsored by Ubiquiti, Inc. · Illinois · Manufacturing

$17M in assets, 145 participants

Ubiquiti, Inc.'s Ubiquiti Inc 401(k) Profit Sharing Plan and Trust reported $17M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,941 in Manufacturing (18,722 peers)

Coverage in Illinois

Ubiquiti Inc 401(k) Profit Sharing Plan and Trust covers 145 participants in Illinois, about 19% of the average Illinois filer (state average ~779 per filing). Assets: $17M.

#10,941
in Manufacturing (18,722 peers)
+23.2%
assets growth YoY

Ubiquiti Inc 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Ubiquiti Inc 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$16,795,381 Top 31% higher than 69% 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

Ubiquiti Inc 401(k) Profit Sharing Plan and Trust 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. Ubiquiti Inc 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ubiquiti Inc 401(k) Profit Sharing Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ubiquiti Inc 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 320097377 · Ubiquiti, Inc. PY 2023 · 401(k)

Ubiquiti Inc 401(k) Profit Sharing Plan and Trust · $17M · 145 · 69th

  • EBSA $17M
  • PART 145
  • TYPE 69th
  • NET 401(k)
  • BOOK near South Shore Orthopedics Retirement Plan
  • VS-ST ind #10941

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 Manufacturing retirement plans → · Plans in Illinois →

Ubiquiti Inc 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Ubiquiti Inc 401(k) Profit Sharing Plan and TrustUbiquiti Inc 401(k) Profit S…$17MSouth Shore Orthopedics Retirement PlanSouth Shore Orthopedics Reti…$17MInnovative Therapy Concepts, LLC 401(k) PlanInnovative Therapy Concepts,…$17MTidel Engineering, LP 401(k) PlanTidel Engineering, LP 401(k)…$17MFaulconer Construction Co., Inc. 401(k) PlanFaulconer Construction Co., …$17M
End-of-year total assets ($M) among Ubiquiti Inc 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN320097377
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ubiquiti, Inc.)

Sponsor-wide plan assets over time

All Ubiquiti, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 37.78412990321494% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.6M $18.8M ▲ +37.8%
Year Plans Participants Total Assets
2022 1 144 $14M
2023 1 145 $17M
2024 1 158 $19M

Nearby 401(k) Plans in Illinois

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

Ubiquiti Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Ubiquiti Inc 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.016795381 · Participants: 145Ubiquiti Inc 401(k) Profit Sharing Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Ubiquiti Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Ubiquiti Inc 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Ubiquiti Inc 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is South Shore Orthopedics Retirement Plan in MA ($17M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Ubiquiti Inc 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Ubiquiti Inc 401(k) Profit Sharing Plan and Trust grew sharply - up 23.2% during 2023, from $14M to $17M. Reported net income was $3M.
How have Ubiquiti, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ubiquiti, Inc.'s sponsor-wide assets grew 37.8%, from $14M to $19M.
Which 401(k) plans are similar in size to Ubiquiti Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is South Shore Orthopedics Retirement Plan in MA ($17M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Ubiquiti Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 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 320097377.

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.