401(k) · DOL Form 5500 · 2023

Ubt Bankshares, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
99
Participants Small participant base
61st
Percentile by assets National rank
$110,893
Avg per participant Below avg balance/head
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Official DOL plan name: Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust · Sponsored by Ubt Bankshares, Inc. · Kansas · Management of Enterprises

$11M in assets, 99 participants

Ubt Bankshares, Inc.'s Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust reported $11M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #446 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust ranks #446 of 1,137 2023 filers by assets (3238% of the sector average)-$11M for 99 participants.

#446
in Management of Enterprises (1,137 peers)
+11.4%
assets growth YoY

Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust's mid-pack asset rank among Management of Enterprises and all filers

Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust vs every filed plan by assets

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

$10,978,386 Top 39% higher than 61% 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

Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust reported participants rose from 89 in the plan year 2022 filing to 99 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 731684072 · Ubt Bankshares, Inc. PY 2023 · 401(k)

Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust · $11M · 99 · 61st

  • RANK $11M
  • PHOTO 99
  • IND 61st
  • EOY 401(k)
  • 5500 near Jay Industries, Inc. Profit Sharing & 401(k) Plan
  • ASSETS ind #446

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 Management of Enterprises retirement plans → · Plans in Kansas →

Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust in the asset neighbourhood

Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and TrustUbt Bancshares, Inc. Profit …$11MJay Industries, Inc. Profit Sharing & 401(k) PlanJay Industries, Inc. Profit …$11MVorteq Coil Finishers, LLC Profit Sharing and Savings PlanVorteq Coil Finishers, LLC P…$11MHigher Ground Education Inc. 401(k) PlanHigher Ground Education Inc.…$11MSierra Ventures Management III LLC Deferred Savings PlanSierra Ventures Management I…$11M
End-of-year total assets ($M) among Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN731684072
Plan Effective Date2004-02-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Ubt Bankshares, Inc.)

Sponsor-wide plan assets over time

All Ubt Bankshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 14.485590537989074% vs 2022
2024 filing year
$21M$22M$23M$24M$25M$26M 202220232024 $22.1M $25.4M ▲ +14.5%
Year Plans Participants Total Assets
2022 2 169 $22M
2023 2 182 $24M
2024 2 186 $25M

Nearby 401(k) Plans in Kansas

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

Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust, Total assets ($B): 0.010978386 · Participants: 99Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and TrustKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust side-by-side with 3 peers →

Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Jay Industries, Inc. Profit Sharing & 401(k) Plan in OH ($11M); by covered participants it is Burns Pest Elimination, Inc. 401(k) Plan in AZ (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust assets move in 2023? ▼
Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust grew at a solid clip - up 11.4% during 2023, from $10M to $11M. Reported net income was $1M.
How have Ubt Bankshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ubt Bankshares, Inc.'s sponsor-wide assets grew 14.5%, from $22M to $25M.
Which 401(k) plans are similar in size to Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Jay Industries, Inc. Profit Sharing & 401(k) Plan in OH ($11M, 681 participants).
Which 401(k) plans cover a similar participant headcount to Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Burns Pest Elimination, Inc. 401(k) Plan in AZ (99 participants, $2M 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 731684072.

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.