ESOP · DOL Form 5500 · 2024
Ufics, Inc. ESOP
Data updated 2026-08-25
- $178K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $89,049
- Avg per participant Below avg balance/head
Official DOL plan name: Ufics Retirement Plan Trust · Sponsored by Ufics, Inc. · Oregon · Real Estate
$178K in assets, 2 participants
Ufics, Inc.'s Ufics Retirement Plan Trust reported $178K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.
- #649 in Real Estate (4,605 peers)
What the 2024 filing shows
Ufics Retirement Plan Trust holds $178K for 2 participants - about $89,049 per participant, among the smaller plans by assets on file.
- #649
- in Real Estate (4,605 peers)
- +0.7%
- assets growth YoY
Ufics Retirement Plan Trust among the smaller filed plans by assets
Ufics Retirement Plan Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$178,097 10th percentile higher than 10% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Ufics Retirement Plan Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ufics Retirement Plan Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ufics Retirement Plan Trust reported net income fell from $5K in the plan year 2023 filing to $1K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 270906127 · Ufics, Inc. PY 2024 · ESOP
Ufics Retirement Plan Trust · $178K · 2 · 10th
- IND $178K
- IND 2
- IND 10th
- IND ESOP
- IND near Credit Bureau Services, Inc. Employee Stock Ownership Plan
- IND ind #649
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 What is an ESOP? → · Plans in Oregon →
Ufics Retirement Plan Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $177K |
|---|---|
| Net Assets (End of Year) | $178K |
| Net Income | $1K |
| Employer EIN | 270906127 |
| Plan Effective Date | 2009-09-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ufics, Inc.)
Sponsor-wide plan assets over time
All Ufics, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $178K 3.557411079259677% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $172K |
| 2023 | 1 | 2 | $177K |
| 2024 | 1 | 2 | $178K |
Nearby ESOP Plans in Oregon
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan $315M · 547
- Pacific Industrial Corp. Employee Stock Ownership Plan $251M · 73
- Bi-Mart Corporation Employee Stock Ownership Plan $141M · 2,070
- Northwest Pump & Equipment Co. Employee Stock Ownership Plan $102M · 209
- Northwest Pump & Equipment Co. Employee Stock Ownership Plan $99M · 195
Ufics Retirement Plan Trust's out-of-state ESOP peers by assets and headcount
Outside Oregon, the nearest ESOP by assets is Credit Bureau Services, Inc. Employee Stock Ownership Plan in NE ($177K); by covered participants it is Pose Group, Inc. Employee Stock Ownership Plan in AL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($178K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.