Defined Benefit (Pension) · DOL Form 5500 · 2023

Ubs Ag Pension Plan

Data updated 2026-08-25

$401M
Total assets Above avg plan size
299
Participants Below avg headcount
97th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Ubs Pension Plan · Sponsored by Ubs Ag · New Jersey · Finance & Insurance

$401M in assets, 299 participants

Ubs Ag's Ubs Pension Plan reported $401M in total assets and 299 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,405 in Finance & Insurance (8,869 peers)

Coverage in New Jersey

Ubs Pension Plan covers 299 participants in New Jersey, about 35% of the average New Jersey filer (state average ~844 per filing). Assets: $401M.

#8,405
in Finance & Insurance (8,869 peers)
+2.1%
assets growth YoY
4.0×
vs typical plan assets (national mean)

Ubs Pension Plan's outsized position by total assets

Ubs Pension Plan vs every filed plan by assets

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

$400,562,182 Top 3% higher than 97% 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

Ubs Pension 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. Ubs Pension Plan sits mid-pack in the medium band (299 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ubs Pension Plan reported net income rose from -$56M in the plan year 2022 filing to $205K in the plan year 2023 filing.
  • Ubs Pension Plan reported participants fell from 332 in the plan year 2022 filing to 299 in the plan year 2023 filing.
  • Ubs Pension Plan end-of-year assets rose from $392M in the plan year 2022 filing to $401M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 980186363 · Ubs Ag PY 2023 · Defined Benefit (Pension)

Ubs Pension Plan · $401M · 299 · 97th

  • ASSETS $401M
  • PCT 299
  • EIN 97th
  • RANK Defined Benefit (Pension)
  • PHOTO near Sw Oh Regional Council of Carpenters Pension Plan
  • IND ind #8405

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 New Jersey →

Ubs Pension Plan in the asset neighbourhood

Silgan Closed Pension Plan$402MSw Oh Regional Council of Carpenters Pension PlanSw Oh Regional Council of Ca…$401MUbs Pension Plan$401MThe Hospital for Special Surgery Retirement PlanThe Hospital for Special Sur…$400MIron Workers Local No. 5 & Iwea Employees Pension Trust FundIron Workers Local No. 5 & I…$400M
End-of-year total assets ($M) among Ubs Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$392M
Net Assets (End of Year)$393M
Net Income$205K
Employer EIN980186363
Plan Effective Date1969-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ubs Ag)

Sponsor-wide plan assets over time

All Ubs Ag plans reported in each filing year

Latest sponsor-wide plan assets
$10.6B 35.111487894865604% vs 2022
2024 filing year
$7B$8B$9B$10B$11B 202220232024 $7.84B $10.6B ▲ +35.1%
Year Plans Participants Total Assets
2022 2 21,378 $7.8B
2023 2 21,878 $9.4B
2024 2 21,623 $10.6B

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ubs Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Ubs Pension Plan, Total assets ($B): 0.400562182 · Participants: 299Ubs Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Ubs Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Ubs Pension Plan side-by-side with 3 peers →

Ubs Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Sw Oh Regional Council of Carpenters Pension Plan in MI ($401M); by covered participants it is Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah in PA (299 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (299 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 Ubs Pension Plan assets move in 2023? ▼
Ubs Pension Plan edged up modestly - up 2.1% during 2023, from $392M to $401M. Reported net income was $205K.
How have Ubs Ag plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ubs Ag's sponsor-wide assets grew 35.1%, from $7.8B to $10.6B.
Where does Ubs Pension Plan rank by assets among Form 5500 filers? ▼
Ubs Pension Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ubs Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sw Oh Regional Council of Carpenters Pension Plan in MI ($401M, 1,610 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ubs Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah in PA (299 participants, $154M 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 980186363.

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.