401(k)
2024 plan-year 401(k) DOL Form 5500

THE UNITED COLLECTION BUREAU, INC. SAVINGS PLAN AND TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNITED COLLECTION BUREAU, INC. AND SUBSIDIARIES

This 401(k) plan holds $7M in total assets and serves 413 participants as of 2024. It is sponsored by UNITED COLLECTION BUREAU, INC. AND SUBSIDIARIES in Ohio. The plan reported a net loss of $2M for the year.

Total Assets (2023)
$7M
Participants
413
State
Industry
Administrative & Support Services

What the Filing Says About THE UNITED COLLECTION BUREAU, INC. SAVINGS PLAN AND TRUST

THE UNITED COLLECTION BUREAU, INC. SAVINGS PLAN AND TRUST is a 401(k) retirement plan sponsored by UNITED COLLECTION BUREAU, INC. AND SUBSIDIARIES, headquartered in Ohio. As of the 2024 Form 5500 filing, the plan reports $7M in total end-of-year assets and covers 413 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 344479789, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2024 to $7M at year-end — a decline of 19.7%. Net assets (after liabilities) closed the year at $7M, with reported net income of $-1,681,274 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$9M
Total Assets (End of Year)$7M
Net Assets (End of Year)$7M
Net Income$-1,681,274
Plan Type401(k)
Employer EIN344479789
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UNITED COLLECTION BUREAU, INC. AND SUBSIDIARIES)

Year Plans Participants Total Assets
2022 1 447 $7M
2023 1 536 $9M
2024 1 413 $7M

Nearby 401(k) Plans in Ohio

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Frequently Asked Questions

How much money is in the THE UNITED COLLECTION BUREAU, INC. SAVINGS PLAN AND TRUST?
As of the 2024 Form 5500 filing, THE UNITED COLLECTION BUREAU, INC. SAVINGS PLAN AND TRUST holds $7M in total assets with 413 participants. It is sponsored by UNITED COLLECTION BUREAU, INC. AND SUBSIDIARIES.
What type of plan is THE UNITED COLLECTION BUREAU, INC. SAVINGS PLAN AND TRUST?
THE UNITED COLLECTION BUREAU, INC. SAVINGS PLAN AND TRUST is a 401(k) plan. It has been effective since 1995-01-01. The plan is filed with the U.S. Department of Labor under EIN 344479789.
Who sponsors the THE UNITED COLLECTION BUREAU, INC. SAVINGS PLAN AND TRUST?
THE UNITED COLLECTION BUREAU, INC. SAVINGS PLAN AND TRUST is sponsored by UNITED COLLECTION BUREAU, INC. AND SUBSIDIARIES, located in Ohio. The sponsor's EIN is 344479789 and the plan operates in the Administrative & Support Services industry.
How did THE UNITED COLLECTION BUREAU, INC. SAVINGS PLAN AND TRUST perform in 2024?
THE UNITED COLLECTION BUREAU, INC. SAVINGS PLAN AND TRUST declined by 19.7% during 2024, moving from $9M to $7M in total assets. Net income was $-1,681,274.
Where can I find official filings for THE UNITED COLLECTION BUREAU, INC. SAVINGS PLAN AND TRUST?
Official Form 5500 filings for THE UNITED COLLECTION BUREAU, INC. SAVINGS PLAN AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 344479789 or plan name at efast.dol.gov.
How does THE UNITED COLLECTION BUREAU, INC. SAVINGS PLAN AND TRUST compare to other plans?
You can compare THE UNITED COLLECTION BUREAU, INC. SAVINGS PLAN AND TRUST against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 344479789.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.