Ubeo West Region 401(k) Profit Sharing Plan

401(k) · DOL Form 5500 · 2024

What the Filing Says About Ubeo West Region 401(k) Profit Sharing Plan

Ubeo West Region 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Ubeo West Region LLC, headquartered in California. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $523K in total end-of-year assets and covers 461 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 941461160, and the plan has been effective since 1968-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets contracted severely from $25M at the beginning of 2024 to $523K at year-end - down 97.9%. Net assets (after liabilities) closed the year at $523K, with reported net income of $290K 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.

Across the 3 plan years Ubeo West Region LLC has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $19M to $523K, a decline of 97.3%, while reported participants moved from 419 to 461 (+10.0%). The strongest year on file by total sponsor assets was 2023 at $25M; the softest was 2024 at $523K. Year-by-year, sponsor-wide filings show: 2022 - $19M in assets across 1 plan covering 419 participants; 2023 - $25M in assets across 1 plan covering 398 participants; 2024 - $523K in assets across 1 plan covering 461 participants.

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.

How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Ubeo West Region 401(k) Profit Sharing Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.