Defined Benefit (Pension) · DOL Form 5500 · 2023

Ub Distributors, LLC Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
121
Participants Small participant base
50th
Percentile by assets National rank
$55,920
Avg per participant Low balance/head
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Official DOL plan name: Ub Distributors, LLC Pension Plan · Sponsored by Ub Distributors, LLC · New York · Wholesale Trade

$7M in assets, 121 participants

Ub Distributors, LLC's Ub Distributors, LLC Pension Plan reported $7M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,519 in Wholesale Trade (6,309 peers)

Coverage in New York

Ub Distributors, LLC Pension Plan covers 121 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $7M.

#2,519
in Wholesale Trade (6,309 peers)
+7.8%
assets growth YoY

Ub Distributors, LLC Pension Plan's mid-pack asset rank among Wholesale Trade and all filers

Ub Distributors, LLC Pension Plan vs every filed plan by assets

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

$6,766,370 Top 50% higher than 50% 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

Ub Distributors, LLC 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. Ub Distributors, LLC Pension Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ub Distributors, LLC Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $487K in the plan year 2023 filing.
  • Ub Distributors, LLC Pension Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Ub Distributors, LLC Pension Plan reported participants fell from 123 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 113310559 · Ub Distributors, LLC PY 2023 · Defined Benefit (Pension)

Ub Distributors, LLC Pension Plan · $7M · 121 · 50th

  • ASSETS $7M
  • PCT 121
  • EIN 50th
  • RANK Defined Benefit (Pension)
  • PHOTO near Negwer Materials, Inc. Retirement Benefit Plan
  • IND ind #2519

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 Wholesale Trade retirement plans → · Plans in New York →

Ub Distributors, LLC Pension Plan in the asset neighbourhood

Pmc Pension Trust$7MDe Camp Bus Lines Pension Plan for Union EmployeesDe Camp Bus Lines Pension Pl…$7MUb Distributors, LLC Pension PlanUb Distributors, LLC Pension…$7MNegwer Materials, Inc. Retirement Benefit PlanNegwer Materials, Inc. Retir…$7MThe Johnstown Tribune Publishing Company Non-Bargaining Pension PlanThe Johnstown Tribune Publis…$7M
End-of-year total assets ($M) among Ub Distributors, LLC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$487K
Employer EIN113310559
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ub Distributors, LLC)

Sponsor-wide plan assets over time

All Ub Distributors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 19.017912695812864% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.28M $7.47M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 123 $6M
2023 1 121 $7M
2024 1 118 $7M

Nearby Defined Benefit (Pension) Plans in New York

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

Ub Distributors, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Ub Distributors, LLC Pension Plan, Total assets ($B): 0.00676637 · Participants: 121Ub Distributors, LLC Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Ub Distributors, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Ub Distributors, LLC Pension Plan side-by-side with 3 peers →

Ub Distributors, LLC Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Negwer Materials, Inc. Retirement Benefit Plan in MO ($7M); by covered participants it is The California Endowment Cash Balance Plan in CA (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Ub Distributors, LLC Pension Plan assets move in 2023? ▼
Ub Distributors, LLC Pension Plan grew at a solid clip - up 7.8% during 2023, from $6M to $7M. Reported net income was $487K.
How have Ub Distributors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ub Distributors, LLC's sponsor-wide assets grew 19.0%, from $6M to $7M.
Which Defined Benefit (Pension) plans are similar in size to Ub Distributors, LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Negwer Materials, Inc. Retirement Benefit Plan in MO ($7M, 48 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ub Distributors, LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The California Endowment Cash Balance Plan in CA (121 participants, $22M 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 113310559.

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.