401(k) · DOL Form 5500 · 2024

United Business Bank 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
349
Participants Below avg headcount
78th
Percentile by assets National rank
$87,516
Avg per participant Below avg balance/head
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Official DOL plan name: United Business Bank 401(k) Plan · Sponsored by United Business Bank · California · Finance & Insurance

$31M in assets, 349 participants

United Business Bank's United Business Bank 401(k) Plan reported $31M in total assets and 349 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,566 in Finance & Insurance (8,549 peers)

Where United Business Bank 401(k) Plan sits by assets

United Business Bank 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 349 participants (~$87,516/participant), up 8.6% in 2024.

#5,566
in Finance & Insurance (8,549 peers)
+8.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

United Business Bank 401(k) Plan's outsized position by total assets

United Business Bank 401(k) Plan vs every filed plan by assets

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

$30,542,995 Top 22% higher than 78% 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

United Business Bank 401(k) 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. United Business Bank 401(k) Plan sits mid-pack in the medium band (349 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Business Bank 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • United Business Bank 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • United Business Bank 401(k) Plan reported participants fell from 360 in the plan year 2023 filing to 349 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 200910111 · United Business Bank PY 2024 · 401(k)

United Business Bank 401(k) Plan · $31M · 349 · 78th

  • VS-ST $31M
  • BOY 349
  • SCH 78th
  • EBSA 401(k)
  • PART near Mntn 401(k) Profit Sharing Plan & Trust
  • TYPE ind #5566

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 California →

United Business Bank 401(k) Plan in the asset neighbourhood

United Business Bank 401(k) PlanUnited Business Bank 401(k) …$31MMntn 401(k) Profit Sharing Plan & TrustMntn 401(k) Profit Sharing P…$31MGoosehead Insurance 401(k) PlanGoosehead Insurance 401(k) P…$31MStafford Rosenbaum LLP Retirement Savings PlanStafford Rosenbaum LLP Retir…$31MTmi 401(k) Profit Sharing TrustTmi 401(k) Profit Sharing Tr…$31M
End-of-year total assets ($M) among United Business Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$31M
Net Income$2M
Employer EIN200910111
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Business Bank)

Sponsor-wide plan assets over time

All United Business Bank plans reported in each filing year

Latest sponsor-wide plan assets
$31M 36.2028392073558% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.4M $30.5M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 276 $22M
2023 1 360 $28M
2024 1 349 $31M

Nearby 401(k) Plans in California

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

United Business Bank 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants United Business Bank 401(k) Plan, Total assets ($B): 0.030542995 · Participants: 349United Business Bank 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
United Business Bank 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare United Business Bank 401(k) Plan side-by-side with 3 peers →

United Business Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mntn 401(k) Profit Sharing Plan & Trust in TX ($31M); by covered participants it is Comprehensive Energy Services 401(k) Plan in FL (349 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (349 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 United Business Bank 401(k) Plan assets move in 2024? ▼
United Business Bank 401(k) Plan grew at a solid clip - up 8.6% during 2024, from $28M to $31M. Reported net income was $2M.
How have United Business Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Business Bank's sponsor-wide assets grew 36.2%, from $22M to $31M.
Where does United Business Bank 401(k) Plan rank by assets among Form 5500 filers? ▼
United Business Bank 401(k) Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to United Business Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mntn 401(k) Profit Sharing Plan & Trust in TX ($31M, 478 participants).
Which 401(k) plans cover a similar participant headcount to United Business Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Comprehensive Energy Services 401(k) Plan in FL (349 participants, $5M 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 200910111.

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.