Defined Benefit (Pension) · DOL Form 5500 · 2024

Ub Distributors, LLC Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
118
Participants Small participant base
50th
Percentile by assets National rank
$63,336
Avg per participant Low balance/head
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Official DOL plan name: Ub Distributors, LLC Pension Plan · Sponsored by Ub Distributors, LLC · New York · Wholesale Trade

$7M in assets, 118 participants

Ub Distributors, LLC's Ub Distributors, LLC Pension Plan reported $7M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,400 in Wholesale Trade (6,080 peers)

Coverage in New York

Ub Distributors, LLC Pension Plan covers 118 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $7M.

#2,400
in Wholesale Trade (6,080 peers)
+10.5%
assets growth YoY

Ub Distributors, LLC Pension Plan's mid-pack asset rank among Wholesale Trade and all filers

Ub Distributors, LLC Pension Plan vs every filed plan by assets

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

$7,473,612 Top 50% higher than 50% 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

Ub Distributors, LLC 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. Ub Distributors, LLC Pension Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ub Distributors, LLC Pension Plan reported net income rose from $487K in the plan year 2023 filing to $708K in the plan year 2024 filing.
  • Ub Distributors, LLC Pension Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Ub Distributors, LLC Pension Plan reported participants fell from 121 in the plan year 2023 filing to 118 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 113310559 · Ub Distributors, LLC PY 2024 · Defined Benefit (Pension)

Ub Distributors, LLC Pension Plan · $7M · 118 · 50th

  • TYPE $7M
  • TYPE 118
  • TYPE 50th
  • TYPE Defined Benefit (Pension)
  • TYPE near Global One Cash Balance Pension Plan
  • TYPE ind #2400

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 Wholesale Trade retirement plans → · Plans in New York →

Ub Distributors, LLC Pension Plan in the asset neighbourhood

J.H. Routh Packing Company Union Pension PlanJ.H. Routh Packing Company U…$7MUb Distributors, LLC Pension PlanUb Distributors, LLC Pension…$7MGlobal One Cash Balance Pension PlanGlobal One Cash Balance Pens…$7MThe University Financing Foundation, Inc. Cash Balance PlanThe University Financing Fou…$7MRetirement Plan for Employees of Stafford Savings BankRetirement Plan for Employee…$7M
End-of-year total assets ($M) among Ub Distributors, LLC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$708K
Employer EIN113310559
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ub Distributors, LLC)

Sponsor-wide plan assets over time

All Ub Distributors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 19.017912695812864% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.28M $7.47M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 123 $6M
2023 1 121 $7M
2024 1 118 $7M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ub Distributors, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Ub Distributors, LLC Pension Plan, Total assets ($B): 0.007473612 · Participants: 118Ub Distributors, LLC Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Ub Distributors, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Ub Distributors, LLC Pension Plan side-by-side with 3 peers →

Ub Distributors, LLC Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Global One Cash Balance Pension Plan in VA ($7M); by covered participants it is Nuclear Fuel Services, Inc. Retirement Plan for Hourly Employees in NC (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Ub Distributors, LLC Pension Plan assets move in 2024? ▼
Ub Distributors, LLC Pension Plan grew at a solid clip - up 10.5% during 2024, from $7M to $7M. Reported net income was $708K.
How have Ub Distributors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ub Distributors, LLC's sponsor-wide assets grew 19.0%, from $6M to $7M.
Which Defined Benefit (Pension) plans are similar in size to Ub Distributors, LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Global One Cash Balance Pension Plan in VA ($7M, 50 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ub Distributors, LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Nuclear Fuel Services, Inc. Retirement Plan for Hourly Employees in NC (118 participants, $30M 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 113310559.

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.