401(k) · DOL Form 5500 · 2024

UBANK 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
91
Participants Small participant base
42nd
Percentile by assets National rank
$53,836
Avg per participant Low balance/head
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Official DOL plan name: Ubank 401(k) Plan · Sponsored by UBANK · Texas · Finance & Insurance

$5M in assets, 91 participants

UBANK's Ubank 401(k) Plan reported $5M in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,390 in Finance & Insurance (8,549 peers)

UBANK multi-year trail

UBANK's plans moved +27.9% in assets from 2023 to 2024; this filing shows Ubank 401(k) Plan at $5M / 91 participants.

#2,390
in Finance & Insurance (8,549 peers)
+27.9%
assets growth YoY

Ubank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Ubank 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,899,034 42nd percentile higher than 42% of 123,620 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 2024

Ubank 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ubank 401(k) Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ubank 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Ubank 401(k) Plan reported participants rose from 79 in the plan year 2023 filing to 91 in the plan year 2024 filing.
  • Ubank 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 751058562 · UBANK PY 2024 · 401(k)

Ubank 401(k) Plan · $5M · 91 · 42nd

  • ASSETS $5M
  • ASSETS 91
  • ASSETS 42nd
  • ASSETS 401(k)
  • ASSETS near 401(k) Profit Sharing Plan for Employees of Living in Fulfilling Environments (L.I.F.E.), Inc.
  • ASSETS ind #2390

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 Texas →

Ubank 401(k) Plan in the asset neighbourhood

Ubank 401(k) Plan$5M401(k) Profit Sharing Plan for Employees of Living in Fulfilling Environments (L.I.F.E.), Inc.401(k) Profit Sharing Plan f…$5MOhio Chest Physicians, Ltd. 401(k) Profit Sharing PlanOhio Chest Physicians, Ltd. …$5MNatural Delights 401(k) Plan$5MCenter for Social Dynamics 401(k) PlanCenter for Social Dynamics 4…$5M
End-of-year total assets ($M) among Ubank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

UBANK multi-year asset trail

Sponsor-wide plan assets over time

All UBANK plans reported in each filing year

Latest sponsor-wide plan assets
$5M 27.932323513244263% vs 2023
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 20232024 $3.83M $4.9M ▲ +27.9%
Year Plans Participants Total Assets
2023 1 79 $4M
2024 1 91 $5M

UBANK filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN751058562
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Ubank 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ubank 401(k) Plan, Total assets ($B): 0.004899034 · Participants: 91Ubank 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Ubank 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ubank 401(k) Plan side-by-side with 3 peers →

Ubank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is 401(k) Profit Sharing Plan for Employees of Living in Fulfilling Environments (L.I.F.E.), Inc. in RI ($5M); by covered participants it is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ubank 401(k) Plan assets move in 2024? ▼
Ubank 401(k) Plan grew sharply - up 27.9% during 2024, from $4M to $5M. Reported net income was $1M.
How have UBANK plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), UBANK's sponsor-wide assets grew 27.9%, from $4M to $5M.
Which 401(k) plans are similar in size to Ubank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Employees of Living in Fulfilling Environments (L.I.F.E.), Inc. in RI ($5M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Ubank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 751058562.

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.