401(k) · DOL Form 5500 · 2024

Ubeo, LLC 401(k) Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
859
Participants Near avg headcount
89th
Percentile by assets National rank
$92,037
Avg per participant Below avg balance/head
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Official DOL plan name: Ubeo 401(k) Retirement Plan · Sponsored by Ubeo, LLC · Texas · Retail Trade

$79M in assets, 859 participants

Ubeo, LLC's Ubeo 401(k) Retirement Plan reported $79M in total assets and 859 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,536 in Retail Trade (8,048 peers)

Where Ubeo 401(k) Retirement Plan sits by assets

Ubeo 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $79M for 859 participants (~$92,037/participant), up 97.0% in 2024.

#7,536
in Retail Trade (8,048 peers)
+97.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Ubeo 401(k) Retirement Plan's outsized position by total assets

Ubeo 401(k) Retirement Plan vs every filed plan by assets

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

$79,059,827 Top 11% higher than 89% 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

Ubeo 401(k) Retirement 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. Ubeo 401(k) Retirement Plan sits mid-pack in the medium band (859 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ubeo 401(k) Retirement Plan end-of-year assets rose from $40M in the plan year 2023 filing to $79M in the plan year 2024 filing.
  • Ubeo 401(k) Retirement Plan reported net income rose from $10M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Ubeo 401(k) Retirement Plan reported participants rose from 745 in the plan year 2023 filing to 859 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 815293028 · Ubeo, LLC PY 2024 · 401(k)

Ubeo 401(k) Retirement Plan · $79M · 859 · 89th

  • ASSETS $79M
  • PCT 859
  • EIN 89th
  • RANK 401(k)
  • PHOTO near Merchants Mutual Capital Accumulation Plan
  • IND ind #7536

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 Retail Trade retirement plans → · Plans in Texas →

Ubeo 401(k) Retirement Plan in the asset neighbourhood

Mrc 401(k) Savings Plan$79MBenevis 401(k) Retirement Savings PlanBenevis 401(k) Retirement Sa…$79MCenter for Primary Care, P.C. 401(k) PlanCenter for Primary Care, P.C…$79MMerchants Mutual Capital Accumulation PlanMerchants Mutual Capital Acc…$79MUbeo 401(k) Retirement Plan$79M
End-of-year total assets ($M) among Ubeo 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$79M
Net Income$14M
Employer EIN815293028
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ubeo, LLC)

Sponsor-wide plan assets over time

All Ubeo, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$79M 159.1828392391482% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $30.5M $79.1M ▲ +159.2%
Year Plans Participants Total Assets
2022 1 429 $31M
2023 1 745 $40M
2024 1 859 $79M

Nearby 401(k) Plans in Texas

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

Ubeo 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ubeo 401(k) Retirement Plan, Total assets ($B): 0.079059827 · Participants: 859Ubeo 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Ubeo 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ubeo 401(k) Retirement Plan side-by-side with 3 peers →

Ubeo 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Merchants Mutual Capital Accumulation Plan in NY ($79M); by covered participants it is 401(k) Profit Sharing Plan for Employees of Mcbride Orthopedic Hospital in OK (859 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($79M here).

Similar participant headcount

Nearest other-state filings by covered participants (859 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 Ubeo 401(k) Retirement Plan assets move in 2024? ▼
Ubeo 401(k) Retirement Plan surged - up 97.0% during 2024, from $40M to $79M. Reported net income was $14M.
How have Ubeo, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ubeo, LLC's sponsor-wide assets grew 159.2%, from $31M to $79M.
Where does Ubeo 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Ubeo 401(k) Retirement Plan ranks in the 89th 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 Ubeo 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Merchants Mutual Capital Accumulation Plan in NY ($79M, 335 participants).
Which 401(k) plans cover a similar participant headcount to Ubeo 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 401(k) Profit Sharing Plan for Employees of Mcbride Orthopedic Hospital in OK (859 participants, $117M 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 815293028.

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.