Profit Sharing · DOL Form 5500 · 2024
Universal Bearings, LLC Profit Sharing Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 296
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $86,699
- Avg per participant Below avg balance/head
Official DOL plan name: Universal Bearings LLC Profit Sharing Plan & Trust · Sponsored by Universal Bearings, LLC · Indiana · Manufacturing
$26M in assets, 296 participants
Universal Bearings, LLC's Universal Bearings LLC Profit Sharing Plan & Trust reported $26M in total assets and 296 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #11,615 in Manufacturing (17,777 peers)
Where Universal Bearings LLC Profit Sharing Plan & Trust sits by assets
Universal Bearings LLC Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $26M for 296 participants (~$86,699/participant), up 3.3% in 2024.
- #11,615
- in Manufacturing (17,777 peers)
- +3.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Universal Bearings LLC Profit Sharing Plan & Trust's outsized position by total assets
Universal Bearings LLC Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,662,933 Top 25% higher than 75% 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
Universal Bearings LLC Profit Sharing Plan & Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Universal Bearings LLC Profit Sharing Plan & Trust sits mid-pack in the medium band (296 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Universal Bearings LLC Profit Sharing Plan & Trust reported net income fell from $3M in the plan year 2023 filing to $819K in the plan year 2024 filing.
- Universal Bearings LLC Profit Sharing Plan & Trust reported participants rose from 283 in the plan year 2023 filing to 296 in the plan year 2024 filing.
- Universal Bearings LLC Profit Sharing Plan & Trust end-of-year assets rose from $25M in the plan year 2023 filing to $26M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 260762205 · Universal Bearings, LLC PY 2024 · Profit Sharing
Universal Bearings LLC Profit Sharing Plan & Trust · $26M · 296 · 75th
- SCH $26M
- SCH 296
- SCH 75th
- SCH Profit Sharing
- SCH near Concern for Mental Health, Inc. Retirement Plan
- SCH ind #11615
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 Manufacturing retirement plans → · Plans in Indiana →
Universal Bearings LLC Profit Sharing Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $819K |
| Employer EIN | 260762205 |
| Plan Effective Date | 1968-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Universal Bearings, LLC)
Sponsor-wide plan assets over time
All Universal Bearings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 15.492091968542038% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 269 | $22M |
| 2023 | 1 | 283 | $25M |
| 2024 | 1 | 296 | $26M |
Nearby Profit Sharing Plans in Indiana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- University of Notre Dame 403(b) Retirement Plan $2.6B · 10,920
- Indiana State Council of Plasterers & Cement Mason Pension Fund $349M · 1,910
- Cfni Retirement Plan $233M · 6,376
- Do It Best Corp. Restated Employees' Savings & Profit Sharing $219M · 2,068
- International Union of Operating Engineers Local 841 Qualified Savings Plan $161M · 4,760
Universal Bearings LLC Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Indiana, the nearest Profit Sharing by assets is Concern for Mental Health, Inc. Retirement Plan in NY ($26M); by covered participants it is 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. in MA (296 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Concern for Mental Health, Inc. Retirement Plan (NY) $26M · 363
- Melmark, Inc. Retirement Plan (PA) $26M · 858
- 403(b) Savings Plan for Employees of Vna Health Care (IL) $26M · 475
- Faith Technologies Incorporated 401(a) Plan (WI) $26M · 3,155
Similar participant headcount
Nearest other-state filings by covered participants (296 participants); asset peers above are excluded.
- 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. (MA) 296 · 0 off
- All One God Faith, Inc. Profit Sharing Plan (CA) 296 · 0 off
- Microwave Transmission Systems, Inc. Profit Sharing Plan & Trust (TX) 296 · 0 off
- Childnet Youth and Family Services, Inc. 403(b) Retirement Plan (CA) 296 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.