Money Purchase · DOL Form 5500 · 2023

Trustees of the Florida Ubc Supplemental Pension Plan Money Purchase Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
6,111
Participants Above avg headcount
90th
Percentile by assets National rank
$13,570
Avg per participant Low balance/head
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Official DOL plan name: Florida Ubc Supplemental Pension Plan · Sponsored by Trustees of the Florida Ubc Supplemental Pension Plan · Tennessee · Finance & Insurance

$83M in assets, 6,111 participants

Trustees of the Florida Ubc Supplemental Pension Plan's Florida Ubc Supplemental Pension Plan reported $83M in total assets and 6,111 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,499 in Finance & Insurance (8,869 peers)

Coverage in Tennessee

Florida Ubc Supplemental Pension Plan covers 6,111 participants in Tennessee, 5.4x the typical Tennessee plan (state average ~1,126 per filing). Assets: $83M.

#7,499
in Finance & Insurance (8,869 peers)
+9.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Florida Ubc Supplemental Pension Plan's outsized position by total assets

Florida Ubc Supplemental Pension Plan vs every filed plan by assets

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

$82,927,730 Top 10% higher than 90% 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

Florida Ubc Supplemental Pension Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Florida Ubc Supplemental Pension Plan lands in the large band (6,111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Florida Ubc Supplemental Pension Plan reported net income rose from -$10M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Florida Ubc Supplemental Pension Plan end-of-year assets rose from $76M in the plan year 2022 filing to $83M in the plan year 2023 filing.
  • Florida Ubc Supplemental Pension Plan reported participants rose from 5,942 in the plan year 2022 filing to 6,111 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 582437220 · Trustees of the Florida Ubc Supplemental Pension Plan PY 2023 · Money Purchase

Florida Ubc Supplemental Pension Plan · $83M · 6,111 · 90th

  • PCT $83M
  • PCT 6,111
  • PCT 90th
  • PCT Money Purchase
  • PCT near Institute for Advanced Study Defined Contribution Retirement Plan
  • PCT ind #7499

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 Tennessee →

Florida Ubc Supplemental Pension Plan in the asset neighbourhood

Roosevelt University 401(a) University Retirement Plan for Faculty and AdministratorsRoosevelt University 401(a) …$84MBaker College Employees' Pension TrustBaker College Employees' Pen…$84MInstitute for Advanced Study Defined Contribution Retirement PlanInstitute for Advanced Study…$83MFlorida Ubc Supplemental Pension PlanFlorida Ubc Supplemental Pen…$83MIBEW Local #972 Pension Plan and TrustIBEW Local #972 Pension Plan…$82M
End-of-year total assets ($M) among Florida Ubc Supplemental Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$82M
Net Income$7M
Employer EIN582437220
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the Florida Ubc Supplemental Pension Plan)

Sponsor-wide plan assets over time

All Trustees of the Florida Ubc Supplemental Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$50M$100M 202220232024 $75.8M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 5,942 $76M
2023 1 6,111 $83M
2024 1 6,292 N/A

Nearby Money Purchase Plans in Tennessee

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Florida Ubc Supplemental Pension Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050001000015000 -0.500.511.52 Total assets ($B) Participants Florida Ubc Supplemental Pension Plan, Total assets ($B): 0.08292773 · Participants: 6111Florida Ubc Supplemental Pension PlanSouthern Electrical Retirement Fund, Total assets ($B): 1.903808868 · Participants: 11228Southern Electrical Retirement FundIBEW Local 16, AFL-CIO & Multi- Employer Pension Plan, Total assets ($B): 0.378665018 · Participants: 2004IBEW Local 16, AFL-CIO & Multi- Employer Pension PlanU. a. Local Union No. 614 Pension Plan, Total assets ($B): 0.19563667 · Participants: 1248U. a. Local Union No. 614 Pension PlanMidwest Pipe Trades Retirement Plan, Total assets ($B): 0.190004018 · Participants: 1501Midwest Pipe Trades Retirement PlanIBEW Local Union No. 915 Pension-Annuity Fund, Total assets ($B): 0.098137251 · Participants: 1819IBEW Local Union No. 915 Pension-Annuity Fund
Florida Ubc Supplemental Pension Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare Florida Ubc Supplemental Pension Plan side-by-side with 3 peers →

Scale composition for Florida Ubc Supplemental Pension Plan

Florida Ubc Supplemental Pension Plan reports $83M in end-of-year assets across 6,111 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $13,570 per participant (10% of the national average assets-per-participant) . Net income for plan year 2023 was $7M.

This plan identity (EIN 582437220, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 while covered participants moved from 5,942 to 6,292 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,942 $76M Open filing
2023 6,111 $83M This page
2024 6,292 N/A Open filing

Florida Ubc Supplemental Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Tennessee, the nearest Money Purchase by assets is Institute for Advanced Study Defined Contribution Retirement Plan in NJ ($83M); by covered participants it is Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg in CA (6,073 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,111 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 Florida Ubc Supplemental Pension Plan assets move in 2023? ▼
Florida Ubc Supplemental Pension Plan grew at a solid clip - up 9.4% during 2023, from $76M to $83M. Reported net income was $7M.
Where does Florida Ubc Supplemental Pension Plan rank by assets among Form 5500 filers? ▼
Florida Ubc Supplemental Pension Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Florida Ubc Supplemental Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Institute for Advanced Study Defined Contribution Retirement Plan in NJ ($83M, 200 participants).
Which Money Purchase plans cover a similar participant headcount to Florida Ubc Supplemental Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg in CA (6,073 participants, $803M 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 582437220.

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.