401(k) · DOL Form 5500 · 2024

Ub Greensfelder LLP 401(k) Plan

Data updated 2026-08-25

$191M
Total assets Near avg plan size
296
Participants Below avg headcount
94th
Percentile by assets National rank
$646,611
Avg per participant High balance/head
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Official DOL plan name: Ub Greensfelder LLP Retirement/401(k) Plan · Sponsored by Ub Greensfelder LLP · Ohio · Professional & Technical Services

$191M in assets, 296 participants

Ub Greensfelder LLP's Ub Greensfelder LLP Retirement/401(k) Plan reported $191M in total assets and 296 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,215 in Professional & Technical Services (20,173 peers)

Coverage in Ohio

Ub Greensfelder LLP Retirement/401(k) Plan covers 296 participants in Ohio, about 39% of the average Ohio filer (state average ~765 per filing). Assets: $191M.

#19,215
in Professional & Technical Services (20,173 peers)
+8.1%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Ub Greensfelder LLP Retirement/401(k) Plan's outsized position by total assets

Ub Greensfelder LLP Retirement/401(k) Plan vs every filed plan by assets

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

$191,396,924 Top 6% higher than 94% 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 Greensfelder LLP Retirement/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. Ub Greensfelder LLP Retirement/401(k) Plan sits mid-pack in the medium band (296 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ub Greensfelder LLP Retirement/401(k) Plan reported net income rose from -$1M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Ub Greensfelder LLP Retirement/401(k) Plan reported participants fell from 324 in the plan year 2023 filing to 296 in the plan year 2024 filing.
  • Ub Greensfelder LLP Retirement/401(k) Plan end-of-year assets rose from $177M in the plan year 2023 filing to $191M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 340756436 · Ub Greensfelder LLP PY 2024 · 401(k)

Ub Greensfelder LLP Retirement/401(k) Plan · $191M · 296 · 94th

  • BOOK $191M
  • BOOK 296
  • BOOK 94th
  • BOOK 401(k)
  • BOOK near The Philadelphia Inquirer, Pbc 401(k) Retirement Plan
  • BOOK ind #19215

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Ub Greensfelder LLP Retirement/401(k) Plan in the asset neighbourhood

Goto Technologies USA, LLC 401(k) PlanGoto Technologies USA, LLC 4…$192MThe Philadelphia Inquirer, Pbc 401(k) Retirement PlanThe Philadelphia Inquirer, P…$191MUb Greensfelder LLP Retirement/401(k) PlanUb Greensfelder LLP Retireme…$191MK-Va-T 401(k) Plan$191MSi Group, Inc. Retirement and Savings PlanSi Group, Inc. Retirement an…$191M
End-of-year total assets ($M) among Ub Greensfelder LLP Retirement/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$177M
Net Assets (End of Year)$191M
Net Income$14M
Employer EIN340756436
Plan Effective Date1969-01-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Ub Greensfelder LLP)

Sponsor-wide plan assets over time

All Ub Greensfelder LLP plans reported in each filing year

Latest sponsor-wide plan assets
$191M 7.436264418547473% vs 2022
2024 filing year
$175M$180M$185M$190M$195M 202220232024 $178M $191M ▲ +7.4%
Year Plans Participants Total Assets
2022 1 326 $178M
2023 1 324 $177M
2024 1 296 $191M

Nearby 401(k) Plans in Ohio

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

Ub Greensfelder LLP Retirement/401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Ub Greensfelder LLP Retirement/401(k) Plan, Total assets ($B): 0.191396924 · Participants: 296Ub Greensfelder LLP Retirement/401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Ub Greensfelder LLP Retirement/401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Ub Greensfelder LLP Retirement/401(k) Plan side-by-side with 3 peers →

Ub Greensfelder LLP Retirement/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is The Philadelphia Inquirer, Pbc 401(k) Retirement Plan in PA ($191M); by covered participants it is Bonhams & Butterfields 401(k) Plan in NY (296 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($191M here).

Similar participant headcount

Nearest other-state filings by covered participants (296 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 Greensfelder LLP Retirement/401(k) Plan assets move in 2024? ▼
Ub Greensfelder LLP Retirement/401(k) Plan grew at a solid clip - up 8.1% during 2024, from $177M to $191M. Reported net income was $14M.
How have Ub Greensfelder LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ub Greensfelder LLP's sponsor-wide assets grew 7.4%, from $178M to $191M.
Where does Ub Greensfelder LLP Retirement/401(k) Plan rank by assets among Form 5500 filers? ▼
Ub Greensfelder LLP Retirement/401(k) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ub Greensfelder LLP Retirement/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Philadelphia Inquirer, Pbc 401(k) Retirement Plan in PA ($191M, 578 participants).
Which 401(k) plans cover a similar participant headcount to Ub Greensfelder LLP Retirement/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bonhams & Butterfields 401(k) Plan in NY (296 participants, $35M 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 340756436.

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.