Civic Intelligence

UBS FINANCIAL SERVICES INC.

Plan context: Ubs Financial Services Inc. Pension Plan

EIN 13-2638166 • Weehawken, NJ • 60 filings • 10 plans

1000 Harbor Blvd.10th FlrWeehawken, NJ 07086
Current Snapshot

Latest Year

2024

2024 Participants

13,177

2024 Assets

$636,036,976

2024 Contributions

$2,626,892

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,445,273,888$1,722,636,944$0199920132024YearValue
$636,036,976Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

20,91610,4580199920122024YearValue
13,177Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024313,177$636,036,976$2,626,892$199iApproximate average salary by contribution assumption: employee only about $4,984 at 4% or $3,323 at 6%; with 50% employer match about $3,323 at 4% or $2,215 at 6%; with 100% employer match about $2,492 at 4% or $1,661 at 6%.
Ubs Financial Services Inc. Pension Plan-877$578,688,205--
Ubs Financial Services Inc of Puerto Rico Savings Plus Plan Trust-139$57,348,771$2,626,892$18,899iApproximate average salary by contribution assumption: employee only about $472,463 at 4% or $314,975 at 6%; with 50% employer match about $314,975 at 4% or $209,983 at 6%; with 100% employer match about $236,231 at 4% or $157,488 at 6%.
Ubs Financial Services Inc. Group Health and Welfare Benefits Plan-13,177---
2023313,288$684,296,220$2,597,608$195iApproximate average salary by contribution assumption: employee only about $4,887 at 4% or $3,258 at 6%; with 50% employer match about $3,258 at 4% or $2,172 at 6%; with 100% employer match about $2,444 at 4% or $1,629 at 6%.
Ubs Financial Services Inc. Pension Plan-973$630,960,210--
Ubs Financial Services Inc of Puerto Rico Savings Plus Plan Trust-149$53,336,010$2,597,608$17,434iApproximate average salary by contribution assumption: employee only about $435,840 at 4% or $290,560 at 6%; with 50% employer match about $290,560 at 4% or $193,707 at 6%; with 100% employer match about $217,920 at 4% or $145,280 at 6%.
Ubs Financial Services Inc. Group Health and Welfare Benefits Plan-13,288---
2022313,634$690,098,699$2,634,231$193iApproximate average salary by contribution assumption: employee only about $4,830 at 4% or $3,220 at 6%; with 50% employer match about $3,220 at 4% or $2,147 at 6%; with 100% employer match about $2,415 at 4% or $1,610 at 6%.
Ubs Financial Services Inc. Pension Plan-1,124$644,273,568--
Ubs Financial Services Inc of Puerto Rico Savings Plus Plan Trust-155$45,825,131$2,634,231$16,995iApproximate average salary by contribution assumption: employee only about $424,876 at 4% or $283,251 at 6%; with 50% employer match about $283,251 at 4% or $188,834 at 6%; with 100% employer match about $212,438 at 4% or $141,625 at 6%.
Ubs Financial Services Inc. Group Health and Welfare Benefits Plan-13,634---
2021313,148$935,375,492$2,646,412$201iApproximate average salary by contribution assumption: employee only about $5,032 at 4% or $3,355 at 6%; with 50% employer match about $3,355 at 4% or $2,236 at 6%; with 100% employer match about $2,516 at 4% or $1,677 at 6%.
Ubs Financial Services Inc. Pension Plan-1,230$880,817,852--
Ubs Financial Services Inc of Puerto Rico Savings Plus Plan Trust-157$54,557,640$2,646,412$16,856iApproximate average salary by contribution assumption: employee only about $421,403 at 4% or $280,935 at 6%; with 50% employer match about $280,935 at 4% or $187,290 at 6%; with 100% employer match about $210,702 at 4% or $140,468 at 6%.
Ubs Financial Services Inc. Group Health and Welfare Benefits Plan-13,148---
2020213,006$913,268,954$0-
Ubs Financial Services Inc. Pension Plan-1,194$913,268,954--
Ubs Financial Services Inc. Group Health and Welfare Benefits Plan-13,006---
2019213,059$871,153,628$0-
Ubs Financial Services Inc. Pension Plan-1,306$871,153,628--
Ubs Financial Services Inc. Group Health and Welfare Benefits Plan-13,059---
2018213,441$789,128,318$0-
Ubs Financial Services Inc. Pension Plan-1,461$789,128,318--
Ubs Financial Services Inc. Group Health and Welfare Benefits Plan-13,441---
2017213,444$889,695,561$0-
Ubs Financial Services Inc. Pension Plan-1,585$889,695,561--
Ubs Financial Services Inc. Group Health and Welfare Benefits Plan-13,444---
2016215,371$841,723,402$60,000,000$3,903iApproximate average salary by contribution assumption: employee only about $97,586 at 4% or $65,058 at 6%; with 50% employer match about $65,058 at 4% or $43,372 at 6%; with 100% employer match about $48,793 at 4% or $32,529 at 6%.
Ubs Financial Services Inc. Pension Plan-1,748$841,723,402$60,000,000$34,325iApproximate average salary by contribution assumption: employee only about $858,124 at 4% or $572,082 at 6%; with 50% employer match about $572,082 at 4% or $381,388 at 6%; with 100% employer match about $429,062 at 4% or $286,041 at 6%.
Ubs Financial Services Inc. Group Health and Welfare Benefits Plan-15,371---
2015215,369$810,189,176$182,950,000$11,904iApproximate average salary by contribution assumption: employee only about $297,596 at 4% or $198,397 at 6%; with 50% employer match about $198,397 at 4% or $132,265 at 6%; with 100% employer match about $148,798 at 4% or $99,199 at 6%.
Ubs Financial Services Inc. Pension Plan-1,915$810,189,176$182,950,000$95,535iApproximate average salary by contribution assumption: employee only about $2,388,381 at 4% or $1,592,254 at 6%; with 50% employer match about $1,592,254 at 4% or $1,061,503 at 6%; with 100% employer match about $1,194,191 at 4% or $796,127 at 6%.
Ubs Financial Services Inc. Group Health and Welfare Benefits Plan-15,369---
2014315,305$697,736,784$55,306,000$3,614iApproximate average salary by contribution assumption: employee only about $90,340 at 4% or $60,227 at 6%; with 50% employer match about $60,227 at 4% or $40,151 at 6%; with 100% employer match about $45,170 at 4% or $30,113 at 6%.
Ubs Financial Services Inc. Pension Plan-2,138$697,736,784$55,306,000$25,868iApproximate average salary by contribution assumption: employee only about $646,703 at 4% or $431,135 at 6%; with 50% employer match about $431,135 at 4% or $287,423 at 6%; with 100% employer match about $323,351 at 4% or $215,568 at 6%.
Ubs Financial Services Inc. Group Health and Welfare Benefits Plan-15,305---
Gari Hill Dansky Interior Design Profit Sharing Plan-0---
2013315,945$3,445,273,888$333,254,614$20,900iApproximate average salary by contribution assumption: employee only about $522,506 at 4% or $348,338 at 6%; with 50% employer match about $348,338 at 4% or $232,225 at 6%; with 100% employer match about $261,253 at 4% or $174,169 at 6%.
Gari Hill Dansky Interior Design Profit Sharing Plan-15,945$2,769,287,917$247,417,614$15,517iApproximate average salary by contribution assumption: employee only about $387,924 at 4% or $258,616 at 6%; with 50% employer match about $258,616 at 4% or $172,410 at 6%; with 100% employer match about $193,962 at 4% or $129,308 at 6%.
Ubs Financial Services Inc. Pension Plan-2,350$675,985,971$85,837,000$36,526iApproximate average salary by contribution assumption: employee only about $913,160 at 4% or $608,773 at 6%; with 50% employer match about $608,773 at 4% or $405,849 at 6%; with 100% employer match about $456,580 at 4% or $304,387 at 6%.
Ubs Financial Services Inc. Group Health and Welfare Benefits Plan-15,321---
2012315,848$3,078,936,879$240,320,656$15,164iApproximate average salary by contribution assumption: employee only about $379,102 at 4% or $252,735 at 6%; with 50% employer match about $252,735 at 4% or $168,490 at 6%; with 100% employer match about $189,551 at 4% or $126,367 at 6%.
Gari Hill Dansky Interior Design Profit Sharing Plan-15,848$2,276,554,156$221,445,969$13,973iApproximate average salary by contribution assumption: employee only about $349,328 at 4% or $232,885 at 6%; with 50% employer match about $232,885 at 4% or $155,257 at 6%; with 100% employer match about $174,664 at 4% or $116,443 at 6%.
Ubs Financial Services Inc. Pension Plan-2,534$802,382,723$18,874,687$7,449iApproximate average salary by contribution assumption: employee only about $186,214 at 4% or $124,143 at 6%; with 50% employer match about $124,143 at 4% or $82,762 at 6%; with 100% employer match about $93,107 at 4% or $62,071 at 6%.
Ubs Financial Services Inc. Group Health and Welfare Benefits Plan-15,324---
2011316,004$2,736,124,620$235,840,608$14,736iApproximate average salary by contribution assumption: employee only about $368,409 at 4% or $245,606 at 6%; with 50% employer match about $245,606 at 4% or $163,737 at 6%; with 100% employer match about $184,204 at 4% or $122,803 at 6%.
Gari Hill Dansky Interior Design Profit Sharing Plan-16,004$1,995,874,203$230,200,295$14,384iApproximate average salary by contribution assumption: employee only about $359,598 at 4% or $239,732 at 6%; with 50% employer match about $239,732 at 4% or $159,821 at 6%; with 100% employer match about $179,799 at 4% or $119,866 at 6%.
Ubs Financial Services Inc. Pension Plan-2,820$740,250,417$5,640,313$2,000iApproximate average salary by contribution assumption: employee only about $50,003 at 4% or $33,335 at 6%; with 50% employer match about $33,335 at 4% or $22,223 at 6%; with 100% employer match about $25,001 at 4% or $16,668 at 6%.
Ubs Financial Services Inc. Group Health and Welfare Benefits Plan-15,435---
2010316,246$2,799,465,503$228,810,337$14,084iApproximate average salary by contribution assumption: employee only about $352,103 at 4% or $234,735 at 6%; with 50% employer match about $234,735 at 4% or $156,490 at 6%; with 100% employer match about $176,051 at 4% or $117,368 at 6%.
Gari Hill Dansky Interior Design Profit Sharing Plan-16,246$2,052,258,569$222,337,594$13,686iApproximate average salary by contribution assumption: employee only about $342,142 at 4% or $228,095 at 6%; with 50% employer match about $228,095 at 4% or $152,063 at 6%; with 100% employer match about $171,071 at 4% or $114,047 at 6%.
Ubs Financial Services Inc. Pension Plan-3,105$747,206,934$6,472,743$2,085iApproximate average salary by contribution assumption: employee only about $52,115 at 4% or $34,744 at 6%; with 50% employer match about $34,744 at 4% or $23,162 at 6%; with 100% employer match about $26,058 at 4% or $17,372 at 6%.
Ubs Financial Services Inc. Group Health and Welfare Benefits Plan-15,716---
2009317,323$2,646,077,069$317,166,109$18,309iApproximate average salary by contribution assumption: employee only about $457,724 at 4% or $305,149 at 6%; with 50% employer match about $305,149 at 4% or $203,433 at 6%; with 100% employer match about $228,862 at 4% or $152,575 at 6%.
Gari Hill Dansky Interior Design Profit Sharing Plan-17,323$1,939,319,290$217,166,109$12,536iApproximate average salary by contribution assumption: employee only about $313,407 at 4% or $208,938 at 6%; with 50% employer match about $208,938 at 4% or $139,292 at 6%; with 100% employer match about $156,704 at 4% or $104,469 at 6%.
Ubs Financial Services Inc. Pension Plan-3,435$706,757,779$100,000,000$29,112iApproximate average salary by contribution assumption: employee only about $727,802 at 4% or $485,201 at 6%; with 50% employer match about $485,201 at 4% or $323,468 at 6%; with 100% employer match about $363,901 at 4% or $242,601 at 6%.
Ubs Financial Services Inc. Group Health and Welfare Benefits Plan-16,367---
2008320,880$2,312,405,325$381,990,077$18,295iApproximate average salary by contribution assumption: employee only about $457,364 at 4% or $304,909 at 6%; with 50% employer match about $304,909 at 4% or $203,273 at 6%; with 100% employer match about $228,682 at 4% or $152,455 at 6%.
Gari Hill Dansky Interior Design Profit Sharing Plan-20,880$1,735,411,777$256,990,077$12,308iApproximate average salary by contribution assumption: employee only about $307,699 at 4% or $205,133 at 6%; with 50% employer match about $205,133 at 4% or $136,755 at 6%; with 100% employer match about $153,849 at 4% or $102,566 at 6%.
Ubs Financial Services Inc. Pension Plan-4,262$576,993,548$125,000,000$29,329iApproximate average salary by contribution assumption: employee only about $733,224 at 4% or $488,816 at 6%; with 50% employer match about $488,816 at 4% or $325,877 at 6%; with 100% employer match about $366,612 at 4% or $244,408 at 6%.
Ubs Financial Services Inc. Group Health and Welfare Benefits Plan-16,992---
2007120,010$0$0-
Ubs Financial Services Inc. Group Health and Welfare Benefits Plan-20,010---
2006220,916$2,593,180,499$227,846,784$10,893iApproximate average salary by contribution assumption: employee only about $272,336 at 4% or $181,557 at 6%; with 50% employer match about $181,557 at 4% or $121,038 at 6%; with 100% employer match about $136,168 at 4% or $90,779 at 6%.
Gari Hill Dansky Interior Design Profit Sharing Plan-20,916$2,593,180,499$227,846,784$10,893iApproximate average salary by contribution assumption: employee only about $272,336 at 4% or $181,557 at 6%; with 50% employer match about $181,557 at 4% or $121,038 at 6%; with 100% employer match about $136,168 at 4% or $90,779 at 6%.
Ubs Financial Services Inc. Group Health and Welfare Benefits Plan-19,566---
2005318,451$792,136$52,997$3iApproximate average salary by contribution assumption: employee only about $72 at 4% or $48 at 6%; with 50% employer match about $48 at 4% or $32 at 6%; with 100% employer match about $36 at 4% or $24 at 6%.
Gari Hill Dansky Interior Design Profit Sharing Plan-3$508,619$25,766$8,589iApproximate average salary by contribution assumption: employee only about $214,717 at 4% or $143,144 at 6%; with 50% employer match about $143,144 at 4% or $95,430 at 6%; with 100% employer match about $107,358 at 4% or $71,572 at 6%.
Ubs Financial Services Inc. Pension Plan-3$283,517$27,231$9,077iApproximate average salary by contribution assumption: employee only about $226,925 at 4% or $151,283 at 6%; with 50% employer match about $151,283 at 4% or $100,856 at 6%; with 100% employer match about $113,463 at 4% or $75,642 at 6%.
Ubs Financial Services Inc. Group Health and Welfare Benefits Plan-18,451---
2004318,313$702,530$35,612$2iApproximate average salary by contribution assumption: employee only about $49 at 4% or $32 at 6%; with 50% employer match about $32 at 4% or $22 at 6%; with 100% employer match about $24 at 4% or $16 at 6%.
Gari Hill Dansky Interior Design Profit Sharing Plan-2$453,237$17,767$8,884iApproximate average salary by contribution assumption: employee only about $222,088 at 4% or $148,058 at 6%; with 50% employer match about $148,058 at 4% or $98,706 at 6%; with 100% employer match about $111,044 at 4% or $74,029 at 6%.
Ubs Financial Services Inc. Pension Plan-2$249,293$17,845$8,923iApproximate average salary by contribution assumption: employee only about $223,063 at 4% or $148,708 at 6%; with 50% employer match about $148,708 at 4% or $99,139 at 6%; with 100% employer match about $111,531 at 4% or $74,354 at 6%.
Ubs Financial Services Inc. Group Health and Welfare Benefits Plan-18,313---
2003118,312$0$0-
Ubs Financial Services Inc. Group Health and Welfare Benefits Plan-18,312---
2002119,941$0$0-
Ubs Financial Services Inc. Group Health and Welfare Benefits Plan-19,941---
200112$176,791$16,390$8,195iApproximate average salary by contribution assumption: employee only about $204,875 at 4% or $136,583 at 6%; with 50% employer match about $136,583 at 4% or $91,056 at 6%; with 100% employer match about $102,438 at 4% or $68,292 at 6%.
Ubs Financial Services Inc. Pension Plan-2$176,791$16,390$8,195iApproximate average salary by contribution assumption: employee only about $204,875 at 4% or $136,583 at 6%; with 50% employer match about $136,583 at 4% or $91,056 at 6%; with 100% employer match about $102,438 at 4% or $68,292 at 6%.
2000228$414,364$13,433$480iApproximate average salary by contribution assumption: employee only about $11,994 at 4% or $7,996 at 6%; with 50% employer match about $7,996 at 4% or $5,331 at 6%; with 100% employer match about $5,997 at 4% or $3,998 at 6%.
Gari Hill Dansky Interior Design Profit Sharing Plan-2$414,364$13,433$6,717iApproximate average salary by contribution assumption: employee only about $167,913 at 4% or $111,942 at 6%; with 50% employer match about $111,942 at 4% or $74,628 at 6%; with 100% employer match about $83,956 at 4% or $55,971 at 6%.
Ubs Financial Services Inc. Pension Plan-28---
199911$426,910$11,966$11,966iApproximate average salary by contribution assumption: employee only about $299,150 at 4% or $199,433 at 6%; with 50% employer match about $199,433 at 4% or $132,956 at 6%; with 100% employer match about $149,575 at 4% or $99,717 at 6%.
Gari Hill Dansky Interior Design Profit Sharing Plan-1$426,910$11,966$11,966iApproximate average salary by contribution assumption: employee only about $299,150 at 4% or $199,433 at 6%; with 50% employer match about $199,433 at 4% or $132,956 at 6%; with 100% employer match about $149,575 at 4% or $99,717 at 6%.