Other · DOL Form 5500 · 2024

Ub Foundation Activities, Inc. Retirement Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
430
Participants Below avg headcount
91st
Percentile by assets National rank
$266,498
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ub Foundation Activities, Inc. Retirement Plan · Sponsored by Ub Foundation Activities, Inc. · New York · Educational Services

$115M in assets, 430 participants

Ub Foundation Activities, Inc.'s Ub Foundation Activities, Inc. Retirement Plan reported $115M in total assets and 430 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,090 in Educational Services (3,638 peers)

Where Ub Foundation Activities, Inc. Retirement Plan sits by assets

Ub Foundation Activities, Inc. Retirement Plan sits in the top 10% of all filed plans by assets, $115M for 430 participants (~$266,498/participant), up 9.2% in 2024.

#3,090
in Educational Services (3,638 peers)
+9.2%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Ub Foundation Activities, Inc. Retirement Plan's outsized position by total assets

Ub Foundation Activities, Inc. Retirement Plan vs every filed plan by assets

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

$114,594,196 Top 9% higher than 91% 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

Ub Foundation Activities, Inc. Retirement Plan 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. Ub Foundation Activities, Inc. Retirement Plan sits mid-pack in the medium band (430 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ub Foundation Activities, Inc. Retirement Plan reported net income fell from $12M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Ub Foundation Activities, Inc. Retirement Plan end-of-year assets rose from $105M in the plan year 2023 filing to $115M in the plan year 2024 filing.
  • Ub Foundation Activities, Inc. Retirement Plan reported participants rose from 408 in the plan year 2023 filing to 430 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 161372561 · Ub Foundation Activities, Inc. PY 2024 · Other

Ub Foundation Activities, Inc. Retirement Plan · $115M · 430 · 91st

  • EBSA $115M
  • EBSA 430
  • EBSA 91st
  • EBSA Other
  • EBSA near Augustana College Retirement Plan
  • EBSA ind #3090

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 Educational Services retirement plans → · Plans in New York →

Ub Foundation Activities, Inc. Retirement Plan in the asset neighbourhood

Calverthealth 403 (B) Plan$115MAugustana College Retirement PlanAugustana College Retirement…$115MUb Foundation Activities, Inc. Retirement PlanUb Foundation Activities, In…$115MThe Johns Hopkins University Income Deferral 403(b) Plan for Residents, Interns and Postdoctoral FellowsThe Johns Hopkins University…$114MFranklin University Defined Contribution Retirement PlanFranklin University Defined …$114M
End-of-year total assets ($M) among Ub Foundation Activities, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$115M
Net Income$10M
Employer EIN161372561
Plan Effective Date1962-06-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Ub Foundation Activities, Inc.)

Sponsor-wide plan assets over time

All Ub Foundation Activities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$115M 23.38766868586565% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $92.9M $115M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 584 $93M
2023 1 408 $105M
2024 1 430 $115M

Nearby Other Plans in New York

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

Ub Foundation Activities, Inc. Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Ub Foundation Activities, Inc. Retirement Plan, Total assets ($B): 0.114594196 · Participants: 430Ub Foundation Activities, Inc. Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Ub Foundation Activities, Inc. Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Ub Foundation Activities, Inc. Retirement Plan side-by-side with 3 peers →

Ub Foundation Activities, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Augustana College Retirement Plan in IL ($115M); by covered participants it is Hopewest 403(b) Plan in CO (430 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (430 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 Ub Foundation Activities, Inc. Retirement Plan assets move in 2024? ▼
Ub Foundation Activities, Inc. Retirement Plan grew at a solid clip - up 9.2% during 2024, from $105M to $115M. Reported net income was $10M.
How have Ub Foundation Activities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ub Foundation Activities, Inc.'s sponsor-wide assets grew 23.4%, from $93M to $115M.
Where does Ub Foundation Activities, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Ub Foundation Activities, Inc. Retirement Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Ub Foundation Activities, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Augustana College Retirement Plan in IL ($115M, 560 participants).
Which Other plans cover a similar participant headcount to Ub Foundation Activities, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hopewest 403(b) Plan in CO (430 participants, $21M 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 161372561.

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.