401(k) · DOL Form 5500 · 2024

Ubt Bancshares, Inc 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
104
Participants Small participant base
59th
Percentile by assets National rank
$109,774
Avg per participant Below avg balance/head
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Official DOL plan name: Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust · Sponsored by Ubt Bancshares, Inc · Kansas · Management of Enterprises

$11M in assets, 104 participants

Ubt Bancshares, Inc's Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust reported $11M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #473 in Management of Enterprises (1,133 peers)

Coverage in Kansas

Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust covers 104 participants in Kansas, about 29% of the average Kansas filer (state average ~360 per filing). Assets: $11M.

#473
in Management of Enterprises (1,133 peers)
+4.0%
assets growth YoY

Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust's mid-pack asset rank among Management of Enterprises and all filers

Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust vs every filed plan by assets

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

$11,416,504 Top 41% higher than 59% 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

Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust 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. Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust reported net income fell from $1M in the plan year 2023 filing to $438K in the plan year 2024 filing.
  • Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust reported participants rose from 99 in the plan year 2023 filing to 104 in the plan year 2024 filing.
  • Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust end-of-year assets rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 731684072 · Ubt Bancshares, Inc PY 2024 · 401(k)

Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust · $11M · 104 · 59th

  • PCT $11M
  • EIN 104
  • RANK 59th
  • PHOTO 401(k)
  • IND near Shickel Corporation Retirement Savings Plan
  • EOY ind #473

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 Management of Enterprises retirement plans → · Plans in Kansas →

Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust in the asset neighbourhood

Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and TrustUbt Bancshares, Inc. Profit …$11MShickel Corporation Retirement Savings PlanShickel Corporation Retireme…$11MBlack Diamond Electric 401(k) PlanBlack Diamond Electric 401(k…$11MThe It Works! Global 401(k) Retirement & Profit Sharing PlanThe It Works! Global 401(k) …$11MHeli-One (U.S.) Inc. and Affiliates Retirement PlanHeli-One (U.S.) Inc. and Aff…$11M
End-of-year total assets ($M) among Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kansas filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$438K
Employer EIN731684072
Plan Effective Date2004-02-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Ubt Bancshares, Inc)

Sponsor-wide plan assets over time

All Ubt Bancshares, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$25M 14.485590537989074% vs 2022
2024 filing year
$21M$22M$23M$24M$25M$26M 202220232024 $22.1M $25.4M ▲ +14.5%
Year Plans Participants Total Assets
2022 2 169 $22M
2023 2 182 $24M
2024 2 186 $25M

Nearby 401(k) Plans in Kansas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust, Total assets ($B): 0.011416504 · Participants: 104Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and TrustKoch Employees' Savings Plan, Total assets ($B): 4.337744163 · Participants: 11423Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 3.582245863 · Participants: 1315Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 3.040446983 · Participants: 7438Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 2.173466604 · Participants: 7082Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.224530411 · Participants: 7736Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust side-by-side with 3 peers →

Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Shickel Corporation Retirement Savings Plan in VA ($11M); by covered participants it is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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.

Frequently Asked Questions

How did Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust assets move in 2024? ▼
Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust edged up modestly - up 4.0% during 2024, from $11M to $11M. Reported net income was $438K.
How have Ubt Bancshares, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ubt Bancshares, Inc's sponsor-wide assets grew 14.5%, from $22M to $25M.
Which 401(k) plans are similar in size to Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Shickel Corporation Retirement Savings Plan in VA ($11M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Ubt Bancshares, Inc. Profit Sharing/401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants, N/A 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 731684072.

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.