Defined Benefit (Pension) · DOL Form 5500 · 2024
Ubs Financial Services Inc. Pension Plan
Data updated 2026-08-25
- $579M
- Total assets Above avg plan size
- 973
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $594,746
- Avg per participant High balance/head
Official DOL plan name: Ubs Financial Services Inc. Pension Plan · Sponsored by Ubs Financial Services Inc. · New Jersey · Finance & Insurance
$579M in assets, 973 participants
Ubs Financial Services Inc.'s Ubs Financial Services Inc. Pension Plan reported $579M in total assets and 973 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #8,168 in Finance & Insurance (8,549 peers)
Where Ubs Financial Services Inc. Pension Plan sits by assets
Ubs Financial Services Inc. Pension Plan sits in the top 5% of all filed plans by assets, $579M for 973 participants (~$594,746/participant), down 8.3% in 2024.
- #8,168
- in Finance & Insurance (8,549 peers)
- -8.3%
- assets change YoY
- 5.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $52M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ubs Financial Services Inc. Pension Plan's outsized position by total assets
Ubs Financial Services Inc. Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$578,688,205 Top 3% higher than 97% 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
Ubs Financial Services Inc. 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 Financial Services Inc. Pension Plan sits mid-pack in the medium band (973 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ubs Financial Services Inc. Pension Plan reported net income fell from -$12M in the plan year 2023 filing to -$52M in the plan year 2024 filing.
- Ubs Financial Services Inc. Pension Plan reported participants fell from 1,124 in the plan year 2023 filing to 973 in the plan year 2024 filing.
- Ubs Financial Services Inc. Pension Plan end-of-year assets fell from $631M in the plan year 2023 filing to $579M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 132638166 · Ubs Financial Services Inc. PY 2024 · Defined Benefit (Pension)
Ubs Financial Services Inc. Pension Plan · $579M · 973 · 97th
- EOY $579M
- 5500 973
- ASSETS 97th
- PCT Defined Benefit (Pension)
- EIN near Retirement Plan for Employees of Uja-Federation
- RANK ind #8168
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 Financial Services Inc. Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $631M |
|---|---|
| Net Assets (End of Year) | $577M |
| Net Income | -$52M |
| Employer EIN | 132638166 |
| Plan Effective Date | 1975-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ubs Financial Services Inc.)
Sponsor-wide plan assets over time
All Ubs Financial Services Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $636M 7.833911740210367% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,389 | $690M |
| 2023 | 2 | 1,279 | $684M |
| 2024 | 2 | 1,122 | $636M |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $21.1B · 37,882
- JPMorgan Chase Retirement Plan $16.1B · 83,812
- Nokia Retirement Income Plan $12.9B · 7,280
- The Prudential Merged Retirement Plan $12.0B · 16,233
- Merck US Pension Plan $10.1B · 26,843
Ubs Financial Services Inc. 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 Retirement Plan for Employees of Uja-Federation in NY ($577M); by covered participants it is Ppg Industries, Inc. Retirement Plan F in PA (973 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($579M here).
- Retirement Plan for Employees of Uja-Federation (NY) $577M · 5,496
- Atmos Energy Corporation Pension Account Plan (TX) $580M · 1,882
- Levi Strauss & Co. Pension Plan (CA) $581M · 320
- Msa Pension Plan (PA) $575M · 1,649
Similar participant headcount
Nearest other-state filings by covered participants (973 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.