401(k) · DOL Form 5500 · 2023

Ub Family Medicine Inc 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
88
Participants Small participant base
72nd
Percentile by assets National rank
$221,585
Avg per participant Above avg balance/head
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Official DOL plan name: Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust · Sponsored by Ub Family Medicine Inc · New York · Healthcare & Social Assistance

$19M in assets, 88 participants

Ub Family Medicine Inc's Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust reported $19M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #13,548 in Healthcare & Social Assistance (17,684 peers)

Ub Family Medicine Inc multi-year trail

Ub Family Medicine Inc's plans moved +26.2% in assets from 2022 to 2024; this filing shows Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust at $19M / 88 participants.

#13,548
in Healthcare & Social Assistance (17,684 peers)
+11.9%
assets growth YoY

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

Ub Family Medicine 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

$19,499,447 Top 28% higher than 72% 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 Family Medicine Inc 401(k) Profit Sharing 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. Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust reported participants fell from 94 in the plan year 2022 filing to 88 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 161280696 · Ub Family Medicine Inc PY 2023 · 401(k)

Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust · $19M · 88 · 72nd

  • PCT $19M
  • EIN 88
  • RANK 72nd
  • PHOTO 401(k)
  • IND near Roman Manufacturing, Inc. Employees' Investment Plan
  • EOY ind #13548

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Ub Family Medicine Inc 401(k) Profit Sharing Plan and TrustUb Family Medicine Inc 401(k…$19MRoman Manufacturing, Inc. Employees' Investment PlanRoman Manufacturing, Inc. Em…$19M403(b) Thrift Plan for Employees of Ki Bois Community Action Foundation, Inc.403(b) Thrift Plan for Emplo…$20MThe Honest Company, Inc. 401(k) Profit Sharing PlanThe Honest Company, Inc. 401…$20MDigital.Ai 401(k) Savings & Investment PlanDigital.Ai 401(k) Savings & …$20M
End-of-year total assets ($M) among Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ub Family Medicine Inc multi-year asset trail

Sponsor-wide plan assets over time

All Ub Family Medicine Inc plans reported in each filing year

Latest sponsor-wide plan assets
$22M 26.196934714081998% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.4M $22M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 94 $17M
2023 1 88 $19M
2024 1 92 $22M

Ub Family Medicine Inc filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN161280696
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.019499447 · Participants: 88Ub Family Medicine Inc 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Roman Manufacturing, Inc. Employees' Investment Plan in MI ($19M); by covered participants it is Martines Palmeiro Construction 401(k) Plan in CO (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Family Medicine Inc 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 11.9% during 2023, from $17M to $19M. Reported net income was $2M.
How have Ub Family Medicine Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ub Family Medicine Inc's sponsor-wide assets grew 26.2%, from $17M to $22M.
Which 401(k) plans are similar in size to Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Roman Manufacturing, Inc. Employees' Investment Plan in MI ($19M, 199 participants).
Which 401(k) plans cover a similar participant headcount to Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Martines Palmeiro Construction 401(k) Plan in CO (88 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 161280696.

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.