401(k) · DOL Form 5500 · 2024
Board of Trustees of the Southern District Ubc Defined Contribution F 401(k) Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 15,271
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $81,187
- Avg per participant Below avg balance/head
Official DOL plan name: Southern District Ubc Defined Contribution Fund · Sponsored by Board of Trustees of the Southern District Ubc Defined Contribution F · Tennessee · Finance & Insurance
$1.2B in assets, 15,271 participants
Board of Trustees of the Southern District Ubc Defined Contribution F's Southern District Ubc Defined Contribution Fund reported $1.2B in total assets and 15,271 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #8,342 in Finance & Insurance (8,549 peers)
Coverage in Tennessee
Southern District Ubc Defined Contribution Fund covers 15,271 participants in Tennessee, 14x the typical Tennessee plan (state average ~1,126 per filing). Assets: $1.2B.
- #8,342
- in Finance & Insurance (8,549 peers)
- +374.4%
- assets growth YoY
- 12×
- vs typical plan assets (national mean)
Southern District Ubc Defined Contribution Fund's outsized position by total assets
Southern District Ubc Defined Contribution Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,239,805,630 Top 1% higher than 99% 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
Southern District Ubc Defined Contribution Fund's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern District Ubc Defined Contribution Fund is a mega filing (15,271 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern District Ubc Defined Contribution Fund end-of-year assets rose from $261M in the plan year 2023 filing to $1.2B in the plan year 2024 filing.
- Southern District Ubc Defined Contribution Fund reported net income rose from $32M in the plan year 2023 filing to $84M in the plan year 2024 filing.
- Southern District Ubc Defined Contribution Fund reported participants fell from 16,820 in the plan year 2023 filing to 15,271 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 710851216 · Board of Trustees of the Southern District Ubc Defined Contribution F PY 2024 · 401(k)
Southern District Ubc Defined Contribution Fund · $1.2B · 15,271 · 99th
- PCT $1.2B
- EIN 15,271
- RANK 99th
- PHOTO 401(k)
- IND near Kaiser Permanente Tax Sheltered Annuity Plan
- EOY ind #8342
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 Tennessee →
Southern District Ubc Defined Contribution Fund in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $261M |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $84M |
| Employer EIN | 710851216 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Southern District Ubc Defined Contribution F)
Sponsor-wide plan assets over time
All Board of Trustees of the Southern District Ubc Defined Contribution F plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 566.2087715674909% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,694 | $186M |
| 2023 | 1 | 16,820 | $261M |
| 2024 | 1 | 15,271 | $1.2B |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Scale composition for Southern District Ubc Defined Contribution Fund
Southern District Ubc Defined Contribution Fund reports $1.2B in end-of-year assets across 15,271 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $81,187 per participant (59% of the national average assets-per-participant) . Net income for plan year 2024 was $84M.
This plan identity (EIN 710851216, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $186M to $1.2B (+566.2%) while covered participants moved from 4,694 to 15,271 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,694 | $186M | Open filing |
| 2023 | 16,820 | $261M | Open filing |
| 2024 · index core | 15,271 | $1.2B | This page |
Southern District Ubc Defined Contribution Fund's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Kaiser Permanente Tax Sheltered Annuity Plan in CA ($1.2B); by covered participants it is First-Citizens Bank & Trust Company 401(k) Plan in NC (15,251 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- Kaiser Permanente Tax Sheltered Annuity Plan (CA) $1.2B · 5,470
- Hubbell Incorporated Employee Savings & Investment Plan (CT) $1.2B · 8,548
- Fisher Investments 401(k) Plan (TX) $1.2B · 4,143
- Nuvance Health 401(k) Retirement Savings Plan (CT) $1.2B · 10,293
Similar participant headcount
Nearest other-state filings by covered participants (15,271 participants); asset peers above are excluded.
- First-Citizens Bank & Trust Company 401(k) Plan (NC) 15,251 · 20 off
- Rock Holdings & Associated Companies Savings Plan (MI) 15,298 · 27 off
- Halliburton Retirement and Savings Plan (TX) 15,306 · 35 off
- General Mills 401(k) Plan (MN) 15,321 · 50 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.