Defined Benefit (Pension) · DOL Form 5500 · 2024

Ubs Ag Pension Plan

Data updated 2026-08-25

$380M
Total assets Above avg plan size
273
Participants Below avg headcount
96th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Ubs Pension Plan · Sponsored by Ubs Ag · New Jersey · Finance & Insurance

$380M in assets, 273 participants

Ubs Ag's Ubs Pension Plan reported $380M in total assets and 273 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,037 in Finance & Insurance (8,549 peers)

Coverage in New Jersey

Ubs Pension Plan covers 273 participants in New Jersey, about 32% of the average New Jersey filer (state average ~844 per filing). Assets: $380M.

#8,037
in Finance & Insurance (8,549 peers)
-5.0%
assets change YoY
3.8×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ubs Pension Plan's outsized position by total assets

Ubs Pension Plan vs every filed plan by assets

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

$380,408,910 Top 4% higher than 96% 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

Ubs Pension 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. Ubs Pension Plan sits mid-pack in the medium band (273 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ubs Pension Plan reported net income fell from $205K in the plan year 2023 filing to -$12M in the plan year 2024 filing.
  • Ubs Pension Plan reported participants fell from 299 in the plan year 2023 filing to 273 in the plan year 2024 filing.
  • Ubs Pension Plan end-of-year assets fell from $401M in the plan year 2023 filing to $380M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 980186363 · Ubs Ag PY 2024 · Defined Benefit (Pension)

Ubs Pension Plan · $380M · 273 · 96th

  • PART $380M
  • PART 273
  • PART 96th
  • PART Defined Benefit (Pension)
  • PART near Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan
  • PART ind #8037

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 New Jersey →

Ubs Pension Plan in the asset neighbourhood

Nalc Annuity Trust Fund$382MPlumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension PlanPlumbers Pipe Fitters & Mech…$381MUbs Pension Plan$380MPnm Resources Inc. Employees' Retirement PlanPnm Resources Inc. Employees…$380MThe Restated Ag Processing Inc Retirement PlanThe Restated Ag Processing I…$379M
End-of-year total assets ($M) among Ubs Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$401M
Net Assets (End of Year)$380M
Net Income-$12M
Employer EIN980186363
Plan Effective Date1969-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ubs Ag)

Sponsor-wide plan assets over time

All Ubs Ag plans reported in each filing year

Latest sponsor-wide plan assets
$10.6B 35.111487894865604% vs 2022
2024 filing year
$7B$8B$9B$10B$11B 202220232024 $7.84B $10.6B ▲ +35.1%
Year Plans Participants Total Assets
2022 2 21,378 $7.8B
2023 2 21,878 $9.4B
2024 2 21,623 $10.6B

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ubs Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Ubs Pension Plan, Total assets ($B): 0.38040891 · Participants: 273Ubs Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.095569114 · Participants: 37882Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.066557714 · Participants: 83812JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 12.855309 · Participants: 7280Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.025028912 · Participants: 16233The Prudential Merged Retirement PlanMerck US Pension Plan, Total assets ($B): 10.090083286 · Participants: 26843Merck US Pension Plan
Ubs Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Ubs Pension Plan side-by-side with 3 peers →

Ubs Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan in OH ($381M); by covered participants it is Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah in PA (273 participants). Same-state nearby plans are listed separately above.

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 Ubs Pension Plan assets move in 2024? ▼
Ubs Pension Plan pulled back noticeably - down 5.0% during 2024, from $401M to $380M. Reported net income was -$12M.
How have Ubs Ag plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ubs Ag's sponsor-wide assets grew 35.1%, from $7.8B to $10.6B.
Where does Ubs Pension Plan rank by assets among Form 5500 filers? ▼
Ubs Pension Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ubs Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan in OH ($381M, 1,545 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ubs Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah in PA (273 participants, $148M 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 980186363.

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.