401(k) · DOL Form 5500 · 2024
Board of Trustees of the Southern District Ubc Defined Contribution F 401(k) Plan
Data updated 2026-08-11
- $1.2B
- Total assets
- 15,271
- Participants
- 99th
- Percentile by assets
- $81,187
- Avg per participant
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.
- 99th percentile by assets (of 123,622 plans)
- #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.
- $1.2B
- total plan assets (2024 EOY)
- 15,271
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $81,187
- avg assets per participant
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.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Southern District Ubc Defined Contribution Fund reports 15,271 participants - 14x that state average ($1.2B EOY assets).
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)
| 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.
Southern District Ubc Defined Contribution Fund vs. nearby 401(k) plans in Tennessee, assets vs. participants
- 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 |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Southern District Ubc Defined Contribution Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Southern District Ubc Defined Contribution Fund assets move in 2024? ▼
How have Board of Trustees of the Southern District Ubc Defined Contribution F plan assets changed over time? ▼
Where does Southern District Ubc Defined Contribution Fund rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Southern District Ubc Defined Contribution Fund? ▼
Next read for Southern District Ubc Defined Contributi…
Filing takeaways
Ways to act on Southern District Ubc Defined Contribution Fund's numbers.
- By total assets, Southern District Ubc Defined Contribution Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Tennessee. Compare plans
- Board of Trustees of the Southern District Ubc Defined Contribution F's sponsor-wide assets have grown 566.2% since 2022 across 3 plan years on file. More Finance & Insurance plans