401(k) · DOL Form 5500 · 2023
University Book Store Inc. Employees Retirement Savings Plan & Trust
Data updated 2026-05-15
- $20M
- Total assets
- 82
- Participants
- 73rd
- Percentile by assets
- $244,224
- Avg per participant
Sponsored by University Book Store Inc · Washington · Retail Trade
What the 2023 filing shows
University Book Store Inc. Employees Retirement Savings Plan & Trust holds $20M for 82 participants - about $244,224 per participant, above the median plan by assets, down 7.8% over the 2023 plan year.
- $20M
- total plan assets (2023 EOY)
- 82
- covered participants
- 73rd
- percentile by assets (of 126,618 plans)
- $244,224
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
401(k) · DOL Form 5500 · 2023
What the Filing Says About University Book Store Inc. Employees Retirement Savings Plan & Trust
University Book Store Inc. Employees Retirement Savings Plan & Trust is a 401(k) retirement plan sponsored by University Book Store Inc, headquartered in Washington. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 82 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 910450340, and the plan has been effective since 2007-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets pulled back noticeably from $22M at the beginning of 2023 to $20M at year-end - down 7.8%. Net assets (after liabilities) closed the year at $20M, with reported net income of -$2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Across the 2 plan years University Book Store Inc has on file with PlainRetire (2022-2023), sponsor-wide plan assets have moved from $22M to $20M, a decline of 7.8%, while reported participants moved from 86 to 82 (-4.7%). Year-by-year, sponsor-wide filings show: 2022 - $22M in assets across 1 plan covering 86 participants; 2023 - $20M in assets across 1 plan covering 82 participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank University Book Store Inc. Employees Retirement Savings Plan & Trust against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Total Assets (End of Year) | $20M |
| Net Assets (End of Year) | $20M |
| Net Income | -$2M |
| Plan Type | 401(k) |
| Employer EIN | 910450340 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Book Store Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 86 | $22M |
| 2023 | 1 | 82 | $20M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
Frequently Asked Questions
How much money is in the University Book Store Inc. Employees Retirement Savings Plan & Trust? ▼
What type of plan is University Book Store Inc. Employees Retirement Savings Plan & Trust? ▼
Who sponsors the University Book Store Inc. Employees Retirement Savings Plan & Trust? ▼
How did University Book Store Inc. Employees Retirement Savings Plan & Trust perform in 2023? ▼
What this filing means
Ways to act on University Book Store Inc. Employees Retirement Savings Plan & Trust's numbers.
- By total assets, University Book Store Inc. Employees Retirement Savings Plan & Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Washington. Compare plans
- University Book Store Inc's sponsor-wide assets have declined 7.8% since 2022 across 2 plan years on file. More Retail Trade plans
- A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 910450340.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.