Current Snapshot
Latest Year
2024
2024 Participants
1,253
2024 Assets
$79,059,827
2024 Contributions
$16,139,211
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 1,253 | $79,059,827 | $16,139,211 | $12,880iApproximate average salary by contribution assumption: employee only about $322,011 at 4% or $214,674 at 6%; with 50% employer match about $214,674 at 4% or $143,116 at 6%; with 100% employer match about $161,006 at 4% or $107,337 at 6%. |
| Ubeo 401(K) Retirement Plan | - | 1,253 | $79,059,827 | $16,139,211 | $12,880iApproximate average salary by contribution assumption: employee only about $322,011 at 4% or $214,674 at 6%; with 50% employer match about $214,674 at 4% or $143,116 at 6%; with 100% employer match about $161,006 at 4% or $107,337 at 6%. |
| Ubeo LLC Welfare Benefit Plan | - | 1,221 | - | - | - |
| 2023 | 2 | 865 | $40,137,200 | $8,580,724 | $9,920iApproximate average salary by contribution assumption: employee only about $247,998 at 4% or $165,332 at 6%; with 50% employer match about $165,332 at 4% or $110,221 at 6%; with 100% employer match about $123,999 at 4% or $82,666 at 6%. |
| Ubeo 401(K) Retirement Plan | - | 859 | $40,137,200 | $8,580,724 | $9,989iApproximate average salary by contribution assumption: employee only about $249,730 at 4% or $166,487 at 6%; with 50% employer match about $166,487 at 4% or $110,991 at 6%; with 100% employer match about $124,865 at 4% or $83,243 at 6%. |
| Ubeo LLC Welfare Benefit Plan | - | 865 | - | - | - |
| 2022 | 2 | 1,055 | $30,503,496 | $12,803,177 | $12,136iApproximate average salary by contribution assumption: employee only about $303,393 at 4% or $202,262 at 6%; with 50% employer match about $202,262 at 4% or $134,841 at 6%; with 100% employer match about $151,696 at 4% or $101,131 at 6%. |
| Ubeo 401(K) Retirement Plan | - | 745 | $30,503,496 | $12,803,177 | $17,185iApproximate average salary by contribution assumption: employee only about $429,637 at 4% or $286,425 at 6%; with 50% employer match about $286,425 at 4% or $190,950 at 6%; with 100% employer match about $214,818 at 4% or $143,212 at 6%. |
| Ubeo LLC Welfare Benefit Plan | - | 1,055 | - | - | - |
| 2021 | 2 | 828 | $23,168,624 | $3,204,015 | $3,870iApproximate average salary by contribution assumption: employee only about $96,740 at 4% or $64,493 at 6%; with 50% employer match about $64,493 at 4% or $42,995 at 6%; with 100% employer match about $48,370 at 4% or $32,247 at 6%. |
| Ubeo 401(K) Retirement Plan | - | 429 | $23,168,624 | $3,204,015 | $7,469iApproximate average salary by contribution assumption: employee only about $186,714 at 4% or $124,476 at 6%; with 50% employer match about $124,476 at 4% or $82,984 at 6%; with 100% employer match about $93,357 at 4% or $62,238 at 6%. |
| Ubeo LLC Welfare Benefit Plan | - | 828 | - | - | - |
| 2020 | 2 | 752 | $19,105,383 | $4,644,421 | $6,176iApproximate average salary by contribution assumption: employee only about $154,402 at 4% or $102,935 at 6%; with 50% employer match about $102,935 at 4% or $68,623 at 6%; with 100% employer match about $77,201 at 4% or $51,467 at 6%. |
| Ubeo 401(K) Retirement Plan | - | 374 | $19,105,383 | $4,644,421 | $12,418iApproximate average salary by contribution assumption: employee only about $310,456 at 4% or $206,971 at 6%; with 50% employer match about $206,971 at 4% or $137,980 at 6%; with 100% employer match about $155,228 at 4% or $103,485 at 6%. |
| Ubeo LLC Welfare Benefit Plan | - | 752 | - | - | - |
| 2019 | 2 | 404 | $14,015,610 | $2,097,049 | $5,191iApproximate average salary by contribution assumption: employee only about $129,768 at 4% or $86,512 at 6%; with 50% employer match about $86,512 at 4% or $57,675 at 6%; with 100% employer match about $64,884 at 4% or $43,256 at 6%. |
| Ubeo 401(K) Retirement Plan | - | 404 | $14,015,610 | $2,097,049 | $5,191iApproximate average salary by contribution assumption: employee only about $129,768 at 4% or $86,512 at 6%; with 50% employer match about $86,512 at 4% or $57,675 at 6%; with 100% employer match about $64,884 at 4% or $43,256 at 6%. |
| Ubeo LLC Welfare Benefit Plan | - | 345 | - | - | - |
| 2018 | 2 | 348 | $10,316,674 | $1,319,190 | $3,791iApproximate average salary by contribution assumption: employee only about $94,769 at 4% or $63,180 at 6%; with 50% employer match about $63,180 at 4% or $42,120 at 6%; with 100% employer match about $47,385 at 4% or $31,590 at 6%. |
| Ubeo 401(K) Retirement Plan | - | 263 | $10,316,674 | $1,319,190 | $5,016iApproximate average salary by contribution assumption: employee only about $125,398 at 4% or $83,599 at 6%; with 50% employer match about $83,599 at 4% or $55,733 at 6%; with 100% employer match about $62,699 at 4% or $41,799 at 6%. |
| Ubeo LLC Welfare Benefit Plan | - | 348 | - | - | - |
| 2017 | 2 | 221 | $10,580,979 | $1,388,598 | $6,283iApproximate average salary by contribution assumption: employee only about $157,081 at 4% or $104,721 at 6%; with 50% employer match about $104,721 at 4% or $69,814 at 6%; with 100% employer match about $78,541 at 4% or $52,360 at 6%. |
| Ubeo 401(K) Retirement Plan | - | 211 | $10,580,979 | $1,388,598 | $6,581iApproximate average salary by contribution assumption: employee only about $164,526 at 4% or $109,684 at 6%; with 50% employer match about $109,684 at 4% or $73,123 at 6%; with 100% employer match about $82,263 at 4% or $54,842 at 6%. |
| Ubeo LLC Welfare Benefit Plan | - | 221 | - | - | - |