401(k) · DOL Form 5500 · 2024
Ub Family Medicine Inc 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 92
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $238,930
- Avg per participant Above avg balance/head
Official DOL plan name: Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust · Sponsored by Ub Family Medicine Inc · New York · Healthcare & Social Assistance
$22M in assets, 92 participants
Ub Family Medicine Inc's Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust reported $22M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #12,910 in Healthcare & Social Assistance (16,916 peers)
Ub Family Medicine Inc multi-year trail
Ub Family Medicine Inc's plans moved +26.2% in assets from 2022 to 2024; this filing shows Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust at $22M / 92 participants.
- #12,910
- in Healthcare & Social Assistance (16,916 peers)
- +12.7%
- assets growth YoY
Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,981,579 Top 28% higher than 72% 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
Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust is a small filing (92 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust reported participants rose from 88 in the plan year 2023 filing to 92 in the plan year 2024 filing.
DOL schedule card
Filing strip 161280696 · Ub Family Medicine Inc PY 2024 · 401(k)
Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust · $22M · 92 · 72nd
- NET $22M
- BOOK 92
- VS-ST 72nd
- BOY 401(k)
- SCH near Linemaster 401(k) Plan
- EBSA ind #12910
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Ub Family Medicine Inc multi-year asset trail
Sponsor-wide plan assets over time
All Ub Family Medicine Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 26.196934714081998% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 94 | $17M |
| 2023 | 1 | 88 | $19M |
| 2024 | 1 | 92 | $22M |
Ub Family Medicine Inc filing trail (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 161280696 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Ub Family Medicine Inc 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Linemaster 401(k) Plan in CT ($22M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Linemaster 401(k) Plan (CT) $22M · 152
- Computer World Services Corp. 401(k) Plan (VA) $22M · 253
- Titan Tire Corporation Savings Plan (IL) $22M · 708
- League of Conservation Voters, Inc. 401(k) Plan (DC) $22M · 224
Similar participant headcount
Nearest other-state filings by covered participants (92 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.